"Alerted.org

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 21-Oct-2025. The posting may close early due to the volume of applicants.

The CPT Design & Execution Specialist (DES) **serves as a pivotal architect and operational leader in the design, execution, and post-implementation support of complex practice transition strategies.** This role operates at the intersection of strategic planning, stakeholder engagement, and change management, ensuring seamless transitions that align with organizational goals and elevate branch team performance. The DES partners with Market and Regional Leadership, Home Office stakeholders, and branch teams to deliver tailored solutions that drive long-term success in dynamic practice environments.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $61600

**Hiring Maximum:** $101600

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Skills/Requirements

Minimum Requirements:

+ Comprehensive understanding of branch team structures, roles, and operational workflows.

+ 1-2 years of experience applying systems thinking to identify risks, mitigate challenges, and drive sustainable outcomes.

Preferred Expertise:

+ Proven experience navigating escalations involving field leadership and cross-departmental stakeholders.

+ Established relationships across Home Office departments and demonstrated ability to influence outcomes through strategic collaboration.

+ Expertise in team dynamics, conflict resolution, and book analysis methodologies.

+ Experience designing and delivering onboarding and capability-building programs.

Strategic Competencies:

+ Strong Communication & Influence

+ Strategic Relationship Management

+ Conflict Resolution

+ Emotional Intelligence

+ Continuous Improvement

+ Champion of Change

Professional Attributes:

+ Operates with autonomy and strategic agility in high-pressure environments.

+ Demonstrates exceptional judgment, discretion, and resilience in managing sensitive conversations and complex transitions.

+ Inspires confidence and engagement through tailored messaging and motivational leadership.

+ Balances tactical execution with long-term strategic vision.

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

•Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

\#LI-HO