Senior Data & BI Analyst - Enterprise Brand Marketing

{"description": " Opportunity Overview

The Senior Data & BI Analyst works within the Experience, Brand and Marketing organization and is responsible for providing actionable client and branch insights to support business decisions. This role will be a part of the Voice of Client/Voice of Branch team that analyzes client and branch data sourced from internal survey tracker programs as well as third party syndicated data and Open-Source Intelligence. The role is responsible for providing actionable insights to support business decisions and shape our marketing and experience strategies through data-driven insights. Example subject areas of focus may include client and branch segmentation, linkage of behavioral data to survey perception measures and outcomes, survey design and analysis, statistical modeling and stakeholder management.

Essential Functions:

• Proactively identify opportunities where analytics can inform Experience, Brand and Marketing strategies.
• Design, lead and execute insights projects that generate actionable insights to help us better serve our clients and future clients branch teams. This role will support large, cross-divisional projects by delivering insights to inform strategic business decisions.
• Maintain a strong understanding of division results & key business drivers to be able to apply understanding to analytic approach to influence key strategies and business performance.
• Drive measurement, improvement, and optimization strategies by connecting business activity to outcomes that will help achieve stated goals.
• Build and maintain an understanding of data flows, sources, and data transformations across multiple domains. Extract, merge, cleanse and transform data from multiple sources as needed for analysis.
• Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.
• Define business and data requirements for analytic deliverables and serve as liaison with IS support teams. Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.
• Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.
• Lead efforts to generate and incorporate insights into a cohesive story that clearly addresses business questions and influences decision making. Effectively lead the creation and communication of tailored messages to influence senior leaders regarding analytic ideas, approach, key takeaways, and actionable insights.
• Ability to communicate technical information to non-technical audiences.
• Consult with business owners to understand the business problem. Independently identify the appropriate analytic approach to solve the problem. Provide mentorship and feedback to others on analytic approach and leverage systems thinking to connect work to other strategic initiatives.
• Lead and influence the development of KPI and benchmark development. Communicate results to senior leaders.
• Serve as a functional and technical data subject matter expert
• Identify, guide, and partner with external vendors to execute client/branch insights projects, as needed.

EEO Statement

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.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

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

Awards and 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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Position Requirements

Experience Required:

• 5-7 years' experience in relevant field
• At least 4 years of analytics experience

Education Required:

• Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics is preferred (or relevant work experience)
• Advanced Degree or Certification preferred

Functional Knowledge :

• Requires conceptual knowledge of theories, practices, and procedures within a job discipline
• Requires expanded conceptual knowledge in own job discipline and broadens capabilities
• Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL). Understanding of join types.
• Intermediate experience with data manipulation languages, such as SQL, required
• Understanding of statistical concepts and analytic techniques, including descriptive statistics, forecasting, economic modeling, various regression techniques, machine learning, exploratory analysis, and variance analysis techniques.
• Ability to determine if particular analytic problem requires capabilities that don't reside in the division. Proficiency in applying descriptive statistics, univariate analysis, forecasting, economic modeling, and class variance analysis.
• Ability to use special statistical software for appropriate use cases
• Ability to perform univariate analytic analytical techniques

Business Expertise:

• Previous experience in Marketing Analytics and Measurement.
• Applies general knowledge of business developed through education or past experience
• Understands key business drivers; uses this understanding to accomplish own work
• Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market

Impact:

• Develops and performs moderately complex analysis, typically with moderate to high business impact
• Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions
• While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team
• Influence decision making, by gaining a deep understanding of inter-departments/divisions interactions the impact on firm operations and initiatives.

Interpersonal Skills:

• Explains complex information to others in straightforward situations
• Explains difficult or sensitive information; works to build consensus

INTERNAL APPLICANTS ONLY: Current 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.

**Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**

Salary Information

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.", "salary_raw": "Row(double=None, string=\"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 .\")"}