AI Automation Engagement Manager
Edward Jones
**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.**
Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants.
In this role, you will consult and guide business leaders to enhance their business effectiveness and efficiency through creation and adoption of AI powered automation solutions. You will work closely with business leaders across the enterprise to envision how AI can transform their functions, products and capabilities, and workforce - especially focused on automation. This position offers the opportunity to engage with business and technology leaders, driving strategic programs that significantly impact their operations and maximize ROI for the Enterprise.
**Key responsibilities:**
+ Lead engagement delivery, ensuring quality and risk management throughout the project lifecycle.
+ Manage internal customer relationships, focusing on business outcomes and the identification of new opportunities.
+ Develop and manage performance metrics and OKRs for goal setting, tracking and ensuring alignment with performance objectives.
+ Implement AI strategy for application in automation across the firm
+ Lead the formulation of enterprise, business, and functional requirements across multiple time horizons, integrating findings from internal research, external developments, and leadership's priorities.
+ Drive multiple projects simultaneously, ensuring timely completion of deliverables
+ Operate autonomously in environments where excellent thought leadership and ability to collaborate with peers and senior leaders is required for progress
+ Develop a deep understanding of the internal client's business objectives across corporate services.
+ Facilitate alignment sessions, working sessions, vendor demos and workshops with key stakeholders and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement
+ Work effectively in a matrixed organization and often lead the matrix team toward the agreed upon milestones. Identify, direct and coordinate resources (people, systems, tools) without direct authority. Independently manage prioritization of work execution of the group.
+ Independently lead multi-disciplinary teams (comprised of 5+ people and disciplines, including analytics, data science, tech, AI, qualitative research, and social science) to address complex enterprise level business questions, maintain work progress, track progress and accountability to requirements;.
+ Independently identify patterns across initiatives within and across divisions; make recommendations related to consolidation or alignment.
+ Facilitate alignment sessions, working sessions, and workshops with key stakeholders, external vendors and senior executives, incorporating novel/outside-the-box engagement tactics and methods, resulting in aligned decisions/recommendations and high participant engagement.
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
**Hiring Minimum:** $117000
**Hiring Maximum:** $199300
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**Skills/Requirements**
**Minimum Requirements**
+ Bachelor's degree
+ 6+ years of experience in technology consulting, digital transformation, emerging technologies or AI-driven business solutions.
+ Ability to build and manage relationships effectively
+ Hands-on experience with Generative AI Tools (e.g., OpenAi, CoPilot, Salesforce)
**What could set you apart:**
+ Master's degree
+ Degree focus in computer science, applied math, or applied social sciences
+ Prior experience leading AI initiatives in Financial services industry
+ Prior experience leading AI automation efforts
+ 6+ years of experience in AI/ML projects, including stakeholder engagement, delivery of business solutions
+ Strong expertise in Enterprise AI Platforms and Tools
+ Strong exposure to financial services industry operations, value levers, and use case landscape
+ Proven success in developing AI strategy, AI governance models, frameworks.
+ Strong client-facing skills with ability to articulate technical topics to business executives
+ Exposure to product management methodologies
+ Knowledge of emerging technologies and technology strategy, vision and roadmap
+ Familiarity with agentic AI concepts, cognitive architectures, and autonomous agents
+ AI certifications (Microsoft)
**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 in 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.****
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**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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
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**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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
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.
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