PMI Phoenix

Senior Manager – Business Intelligence

The Senior Manager of Firm Analytics is responsible for recommendations that support the Firm's strategies and operations, effectively partnering with other leaders to examine alternative solutions, and to understand the broad implications of the solutions.

Key Responsibilities:

• Providing analytical insights to large and often complex initiatives.
• Partnering with senior leaders to integrate analytics into business decisions.
• Executing best in class analytics and business intelligence solutions within area of responsibility.
• Utilizing analytics to solve business issues.
• Determining the appropriate analytical approach and Business Intelligence solution for the business need(s)
• Scoping the Business Intelligence resource requirements (people, systems, and tools)
• Educating business areas on how to effectively use analytics and business intelligence
• Leading leaders and teams in achieving the department's stated objectives.
• Advancing the overall maturity of the department and equipping the leaders and team members with analytical and business intelligence knowledge and skills.

Position Requirements

Position Qualification:

• Education / Certification or functional knowledge required.
• Bachelors Degree and preferred Advanced Degree or Certification in Business, Accounting, Finance, Economics, or Analytics.
• Minimum Years of Experience.
• 7+ years of experience in financial, economic, or analytical role preferred.
• Financial services industry experience preferred.
• Depth of Knowledge of principles and practices.
• Prior leadership experience with increasing levels of responsibility.
• Advanced level of understanding of analytics.
• Advanced understanding of Business Intelligence Product Lifecycles.
• Advanced understanding of BI and enterprise reporting technology.
• Prior experience in the financial services industry preferred.
• Leverages knowledge of the financial services industry, operational best practices and the Firm's strategies to develop potential solutions.

Company 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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Awards and Accolades

• FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
• From FORTUNE ©2020 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.
• Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
• 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
• Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!

Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.

The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

The Role:

As the Manager of Customer Optimization Project Management, you will be tasked with building out a world-class project management team that will be responsible for managing and delivering back office technology projects for the entire Customer Organization. Reporting to the Senior Director of Customer Optimization, you’ll build a team of Project Managers and Business Analysts, and oversee the full portfolio of projects our team is responsible for delivering on. Your team will be focused on understanding business problems, capturing requirements and closely partnering with technologists within the Optimization team to design and implement solutions to make a positive impact to the business. You’ll help ensure projects are on time and on budget, and act as the key point of contact between senior leaders, accountable project leads, project team members and other stakeholders. You’ll also help identify potential problems, facilitate solutions, and communicate next steps to ensure we’re delivering the best possible customer experience to Newsela clients and prospects across the country.

Why You’ll Love This Role:

Your work will directly enable Newsela’s Customer organization to scale its existing client base to ensure that we are always maximizing the potential of our solutions, which are designed to shape the future of education and provide accessible, engaging reading content to K12 students and teachers nationwide. The work you do will lay the groundwork for how a PMO should be established at Newsela. You’ll be a resource across teams, and will get to work with a wide variety of stakeholders. You’ll have an opportunity to help shape and define the business processes and projects you manage, as we implement our new strategic project management function in an expanding Customer team. You’ll also have the opportunity to grow your project management skills, and your role will continue to grow and develop as you do.

Why We’ll Love You:

Your 5+ years of project management experience have given you robust knowledge of people management, time management, project coordination, and prioritization strategies have enabled you to successfully execute projects on time and within scope. You are capable of building a Project Management function because you yourself are a detail-oriented, proactive planner who can seamlessly navigate complex problems, scope, and build comprehensive project plans as well as guide and coach others to do the same. You have demonstrated success creating simple, scalable processes to manage scoping, costs, schedules, staffing, and contractual needs. You’re also familiar with Agile development processes and terminology, and have used them to effectively influence technical and non technical teams to keep projects on track. You’re an effective communicator who always seeks input from key stakeholders to drive alignment and deep understanding of the project at hand, while providing transparency and key information to all teammates from engineers to product managers, to exec team members. Bonus points if you’ve worked with Monday.com, Salesforce, Gainsight, Outreach, HighSpot, or other Sales enablement platforms.

About Newsela:

One of the fastest growing tech companies in K-12 education, Newsela was founded on the principle that while every child may have unique learning preferences, they all deserve a rich learning experience that ignites a love of learning. We built our platform based on learning science research to deliver the most engaging, authentic content to modernize how teaching happens in the classroom. Along with interactive assessments and tools, we provide teachers with digital content at five reading levels -- from +100 of the best sources -- that is relevant to the diverse backgrounds and interests of their students. Since we started in 2013, we’ve established a presence in 90% of U.S. K-12 schools and over 2.5M teachers and 37M students have registered with Newsela.

Opportunity Overview

We are looking for a Product & Agile Leader to join the Information Systems Agile Program Management Office (APMO) to lead large-scale technology and business program deliverables including strategy, cadences, metrics, cross-project dependencies, risks, and change management. You will guide leaders and teams in the execution of product & agile initiatives to deliver customer value and extraordinary experiences. In addition to leading the Product & Agile Center of Excellence which consists of Product & Agile coaches, developing Product & Agile Processes in addition to building an environment for Communities of Practice to thrive. We are looking for a driven servant-leader with experience in digital transformation in addition to developing Agile operations and governance. This leader works closely with IS leaders, Division leaders and product managers for strategic alignment and program prioritization. You will provide division leadership and stakeholder’s visibility into the general health of firm programs using outcomes-based reporting and meaningful measures.

The APMO facilitates the coordination of large-scale programs and assists with removing and escalating cross-project and cross-team roadblocks impacting the portfolio deliverables. The APMO bridges agile project management methods and tools to an agile construct and reinforces a culture of business agility and relentless learning.

We Trust That You Will

• Have a strong understanding of Product management, Agile, Lean, and Automation concepts and practices
• Define, develop, and execute on various Agile, initiatives, adoptions, and change strategies within a rapidly changing, complex, and matrixed environment.
• Interface with key stakeholders to oversee and execute on multiple concurrent initiatives focused on process improvements resulting in reduced cycle time.
• Develop the necessary operations and governance models for initiatives once implemented.
• Be accountable to help teams effectively deploy Product & Agile methodologies toward meeting program commitments.
• Train and coach teams on the concepts, implementation and practice of Agile methodologies.
• Work closely and interactively with leaders across industry to provide coaching for their Product & Agile transformation journey.
• Conduct maturity assessments, corrective action planning, and improvement initiatives until process and transformation is fully integrated into the organization.
• Prepare reports for firm levels regarding the progress of initiatives.
• Utilize in-depth knowledge of the Product Management and lean Agile framework to recommend innovations that enhance and/or provide a competitive advantage to the organization.

We Value

Agile experience in:

• Leading organizational-level Product & Agile transformation activities. Coaching development teams in theory and practice of Agile. Product development role in an Agile environment (e.g., Scrum Master, Product Owner or Sprint Team member.)
• Facilitating Program Increment planning events for a global organization. Leading discussions with Sr. Leadership on Lean-Agile principles
• Certified SPC (and/or other Agile certifications)
• Strong negotiation skills.
• Excellent written and oral communication skills
• Strong analytical skills and innovative mindset
• Strong project management skills including the ability to manage priorities and workflow.
• Demonstrated impact on business-related targets.
• Value Stream Mapping experience.

About You

Position Requirements

• Bachelor’s Degree in a technical or related discipline preferred
• Minimum of 6 years of experience directly related to Information Systems technology with 3 years of people leadership (or equivalent) responsibilities preferred.
• A proven track record of successfully implementing software projects using Agile methodologies including 6+ years of experience as a Project Manager managing large, complex projects in a high-tech development environment with multi-function teams.
• Solid understanding of software development life cycle models as well as knowledge of Agile, Continuous Delivery and Continuous Integration.
• Solid understanding of and demonstrated experience in using agile tools:
• Agile Project Management tools such as Azure DevOps, JIRA, VersionOne or equivalent
• Microsoft Project, Visio, and all Office Tools
• Balanced business/technical background
• Proven interpersonal skills including mentoring, coaching, collaborating, and team building
• Proven analytical, planning, and organizational skills with an ability to manage competing demands
• Proven knowledge and understanding of business needs with the ability to establish/maintain high level of customer trust and confidence
• Proven ability to lead Agile software development projects and ensure objectives, goals, and commitments are met
• Excellent oral and written communications skills and experience interacting with both business and technology individuals at all levels, including the executive level
• Creative approach to problem-solving with the ability to focus on details while maintaining the “big picture” view

Company 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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

Awards and Accolades

• FORTUNE 2020 – Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list.
• From FORTUNE ©2020 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.
• Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
• 2020 Corporate Equality Index – Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
• Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list – the highest ranking among the financial-services industry!
• Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.

The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified™ organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm’s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.