Lead Data Advisor - Knowledge Management

Innovate here. And see your ideas come to life.

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship.

Job Overview

Position Schedule: Full-Time

What You'll Do:

We are seeking a highly skilled and experienced Lead Data Advisor - Knowledge Management to help us harness the unique knowledge of our firm to more completely serve our clients and colleagues. In this role, you will be responsible for developing, implementing, and managing knowledge management strategies governance, as well as partnering with experts, authors, analysts, and digital product owners to enhance organizational learning, efficiency, and innovation. You will contribute to the intelligent and efficient flow of knowledge through the organization that is scalable in our technical ecosystem, widely trusted, and serves the knowledge-powered ambitions of the firm.

Here are a few of the key responsibilities you will be a part of:

• Strategy Development: Design and implement comprehensive knowledge management strategies that align with the company's goals and objectives and increase firm knowledge management maturity levels.
• Content Management: Partner with a network of business owners, digital platform owners, subject matter experts, authors, and other key stakeholders to centralize content management standards and metadata to grow our corpus of certified knowledge assets that are accurate, up-to-date, and easily accessible.
• Community Leadership: Work closely with senior leadership and practitioner stakeholders as an accountable subject matter expert to implement standards, facilitate cross-channel knowledge governance, and anticipate knowledge capability needs for firm priorities.
• Scaled tacit knowledge capture and stewardship: Capture and certify tacit knowledge to serve as ground truth for generative AI applications and test knowledge performance for consistency, relevance, and accuracy.
• AI Preparation: Prepare firm knowledge assets for AI use cases, ensuring data is structured and formatted for machine learning and other AI applications.
• Knowledge Management Metrics: Evolve and monitor knowledge performance metrics for knowledge supply health and effective knowledge use.
• Advocacy and culture: Serve as an ambassador for knowledge stewardship mindsets and behaviors and provide support to associates to adopt and apply knowledge stewardship and best practices.
• Technology Integration: Collaboratively evaluate new technologies to improve knowledge sharing.

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.

Hiring Minimum: $99200
Hiring Maximum: $168900

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

Read More About Job Overview

Skills/Requirements

What Experience You'll Need:

• Series 7 & 66 within six months of hire
• Bachelor's degree and/or equivalent experience
• 5+ years' experience with knowledge management methodologies and measures, and knowledge management analytics including:
  • Advanced knowledge of change management methodologies and practices.
  • Proficient knowledge of:
    • the financial services industry in North America.
    • taxonomy and knowledge graph management.
    • machine learning and LLMs.
  • Experience leading in a matrixed environment through influence.

What Could Set You Apart:

• Experience in Wealth Management / Financial Services industry, functional and/or technical area of expertise

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.

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

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

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.

¹Fortune 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