Specialist, Integration Management

Are you a strategic thinker who thrives at the intersection of business strategy, planning, execution, and enterprise integration management? As a Senior Specialist, Integration management Office, you’ll play a critical role in helping shape and deliver the firm’s most important strategic initiatives and integration efforts, including acquisitions and strategic partnerships. You’ll partner with senior leaders across the organization, to align priorities, identify opportunities and risks, facilitate decision-making, and drive coordination across complex, enterprise-wide efforts. In this highly visible role, you’ll serve as a trusted advisor to business and functional leaders, helping connect strategy to execution while ensuring initiatives and integrations are positioned for success. You will help establish governance, facilitate cross-functional planning, manage dependencies, and support the execution of critical business transformations. This is an excellent opportunity for someone who enjoys influencing outcomes, solving complex business challenges, and working across all levels of the organization to drive meaningful change., * Support the planning and execution of strategic integrations, including acquisitions, and strategic partnership implementations.

• Coordinate cross-functional integration activities across business, operations, technology, finance, compliance, legal, risk, and people-focused workstreams.
• Develop, maintain, and monitor integrated project plans, milestone tracking, dependency management, risk/issue logs, decision registers, and executive reporting for integration initiatives.
• Support Integration Management Office (IMO) governance activities, including steering committee preparation, executive updates, and progress reporting.
• Track integration objectives, strategic outcomes, value capture opportunities, and key performance indicators to ensure intended business benefits are achieved.
• Partner with senior leaders to support the planning, prioritization, and execution of the firm’s highest-impact strategic initiatives and enterprise integration programs.
• Build strong relationships across the organization to foster collaboration, communication, and alignment.
• Support organizational readiness and change adoption efforts for new initiatives, processes, and capabilities, by facilitating integration planning workshops, readiness assessments, and cross-functional working sessions to drive alignment and accelerate decision-making.
• Drive readiness planning and transition execution activities to ensure successful implementation and business continuity; supporting Day 1 readiness, post-Close stabilization efforts.
• Identify opportunities to improve planning, integration, governance, and execution practices across the firm’s acquisition and strategic partnership initiatives.

• Bachelor’s degree in Business, Finance, Management, or a related field.
• Knowledge of change management, Agile, Lean Portfolio Management (LPM), project-based delivery methodologies, and execution best practices.

• Significant experience in Mergers and Acquisitions, strategic partnerships, enterprise integrations, strategic planning, , program management, consulting, or a related field.

• Proven ability to influence senior leaders and drive alignment across multiple business areas without direct authority.
• Strong business acumen with the ability to evaluate organizational impacts, strategic priorities, and enterprise-wide initiatives.
• Experience leading complex, cross-functional initiatives from planning through execution and adoption.
• Demonstrated success facilitating executive-level discussions, decision-making, and governance processes, including developing executive level reporting and decision support documentation.
• Strong analytical, critical thinking, and problem-solving skills, with the ability to identify risks, dependencies, and opportunities.

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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.

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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.