"Alerted.org

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

**Position Schedule:** Full-Time

This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants.

The Engage and Activate Specialist plays a pivotal role in enhancing the branch experience by coordinating and delivering strategic initiatives that build acumen, drive engagement, and activate solutions across Market and Practice functions. This role blends project execution, content creation, stakeholder collaboration, and data analysis to improve service quality and ensure associates and leaders are equipped with the knowledge and tools to deliver exceptional outcomes.

This associate is purpose-driven, human-centered, and committed to creating a place of belonging while continuously learning and helping others grow. They demonstrate agility, emotional intelligence, and sound judgment in ambiguous and complex circumstances, always striving to make effective decisions and deliver the right outcomes.

The Engage and Activate Specialist plays a pivotal role in enhancing the branch experience by coordinating and delivering strategic initiatives that build acumen, drive engagement, and activate solutions across Market and Practice functions. This role blends project execution, content creation, stakeholder collaboration, and data analysis to improve service quality and ensure associates and leaders are equipped with the knowledge and tools to deliver exceptional outcomes.

This associate is purpose-driven, human-centered, and committed to creating a place of belonging while continuously learning and helping others grow. They demonstrate agility, emotional intelligence, and sound judgment in ambiguous and complex circumstances, always striving to make effective decisions and deliver the right outcomes.

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:** $72700

**Hiring Maximum:** $119800

Read More About Job Overview

Skills/Requirements

+ **Education & Licensing**

+ Bachelor's degree or Financial Advisor experience preferred.

+ Series 7 and 66 licenses preferred.

+ **Experience**

+ Minimum 5 years of business experience, preferably in financial services.

+ At least 3 years of experience in training, facilitation, communications, or sales.

+ Experience collaborating with subject matter experts and strategists to develop content aligned with event outcomes and audience needs.

+ Experience leading projects and working cross-functionally in a matrixed environment.

+ **Skills & Competencies**

+ Passion for enhancing the branch experience and delivering exceptional service.

+ Strong written and verbal communication skills, including storytelling and strategic messaging.

+ Demonstrated ability to build relationships, influence stakeholders, and collaborate across teams.

+ Proficiency in Microsoft Office Tools; familiarity with data tools and learning platforms preferred.

+ Ability to analyze qualitative and quantitative feedback to inform decisions and drive innovation.

+ Skilled in adult learning principles, onboarding design, and performance support strategies.

+ Comfortable navigating ambiguity and adapting to change with agility and sound judgment.

+ Professional demeanor with ability to engage diverse audiences and learning styles.

+ **Additional Attributes**

+ Understanding of branch team dynamics and Market and Practice Solutions functions.

+ Ability to manage multiple priorities and deliver results aligned with strategic goals.

+ Willingness to travel and work flexible hours as needed.

Span of Influence

+ High degree of influence on the quality of branch team experience across Market and Practice Solutions, including how associates and leaders engage and support branch teams. This role directly impacts how effectively branch teams leverage practices support to improve their practice.

+ Accountable for delivering accurate, strategic content and training that impacts branch teams, leaders, and firm-wide initiatives.

+ Collaborates regularly with multiple departments and divisions to align efforts and drive outcomes.

+ May lead or contribute to initiatives that affect thousands of associates and leaders, with potential impact on client experience and firm reputation.

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.

Read More About Skills/Requirements

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)

Read More About Awards & Accolades

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