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Sr Org Behavior/Branch Experience Measures Analyst

Location: Saint Charles
Posted on: May 5, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business. Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

The Branch Experience Measures (or BXM) Senior Analyst is responsible for developing and executing an ongoing experience measurement strategy that enables us to monitor and improve the experiences of our branch teams. It should generate actionable insights to help inform firm decision making and enable branches to better serve clients. In partnership with Research Strategists, this role will support large, cross-functional projects supporting strategic business objectives.

Responsibility Summary :

  • Provide strategic direction and consult with internal stakeholders and partners to identify and define insights needs for understanding the branch experience.
  • Identify, execute, and iteratively improve methods for measuring the branch experience.
  • Design, lead and execute strategic branch insights projects that generate actionable insights to help us better understand and measure the experience of our branch teams. This role will support large, cross-divisional projects by delivering insights to inform strategic business decisions.
  • Ongoing monitoring of developments within the overall financial services environment to identify strategic opportunities to pursue.
  • Communicate insights to business partners and influence them to take action by providing thought leadership on how insights inform our understanding of branch experience and impact their business objectives.
  • Evaluate project and program execution, including establishing and tracking metrics and assessing progress and outcomes.
  • Identify, guide, and partner with internal teams and external vendors to design and execute branch experience strategy or insights projects, as needed.
  • Understand, analyze, recommend, and execute various research methodologies to address firm wide business issues.
  • Analyze, synthesize, curate, and interpret qualitative, quantitative, and behavioral data and critically assess how it informs understanding of business areas and the overall branch experience.
  • Stay current on new developments in research techniques.
  • Apply knowledge of human behavior to data analysis.
  • Design, execute, and consult on experiments and pilots.
    • Masters degree in Industrial Organizational Psychology, Organizational Behavior, Masters of Marketing Research (MMR), or related field.
    • 8+ years of research experience or 5+ years leadership and research experience
    • Proficient with statistical techniques such as text analysis, descriptive statistics, and inferential modeling as well as analytical software such as R (or similar software) used to manage, model, and analyze data.
    • Detailed understanding of both qualitative and quantitative research methodologies and sampling designs; desire to deepen understanding of current and emerging techniques.
    • Strong writing and communication skills including demonstrated ability to present complex topics to senior and executive management.
    • Strong and demonstrated critical thinking, strategic thinking, process improvement, relationship-building, and problem-solving abilities.
    • High level of understanding of data processing, management, and manipulation.
    • Able to synthesize information from multiple sources to develop conclusions and recommendations.
    • Knowledge of human behavior such as principles of motivation, attitudes, and emotions.
    • Knowledge of relevant academic and syndicated research.
      • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
        • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
        • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
          • From The Human Rights Campaign. All Rights Reserved
          • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
          • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
            • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
              Salary: $90628 - $154313
              Category: Headquarters

Keywords: EDWARD JONES, Saint Charles , Sr Org Behavior/Branch Experience Measures Analyst, Professions , Saint Charles, Missouri

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