OPPORTUNITY OVERVIEW

The Corporate Development & EJ Ventures team within our Firm Strategy division drives meaningful value creation for Edward Jones — through strategic investments, acquisitions, new business incubation and partnerships that expand what the firm is capable of delivering to clients and financial advisors. This isn’t just about deploying capital. It’s about solving real challenges for real people, in support of the firm’s purpose and strategic objectives.

To truly drive change for clients and accelerate the business, this team goes beyond our own walls — convening entrepreneurs, investors, financial advisors and others to leverage each other’s strengths and work together as one. The work is intentional, both in support of the firm’s ambition and because it’s the right thing to do for those we serve.

In Corporate Development & EJ Ventures, your growth is shaped by the breadth of what you’re asked to solve — and the caliber of the people you solve it with. You’ll collaborate across senior leadership, legal, finance and strategy teams, building expertise in strategic investments, market scanning, partnership structuring and innovation execution. We’re identifying and solving client and financial advisor needs — sometimes before they know they need it. That kind of foresight takes a team that’s constantly scanning for what’s next, staying plugged into the external landscape and scanning for trends and disruptions that could reshape our industry. If you’re motivated by work that is measurable, high-stakes and deeply tied to the firm’s future, this is where that work lives.

Key Responsibilities:

• Sources and qualifies acquisition, investment, and partnership opportunities, guided by an explicit portfolio strategy and growth thesis, shaping the strategic rationale and defining the business case for pursuit.
• Leads portfolio‑level strategy and allocation decisions, ensuring investments are balanced across growth lanes, capital efficiency, and risk diversification while aligned to enterprise priorities.
• Leads end-to-end deal execution, including valuation, financial modeling, deal structuring, diligence planning, and governance through decision forums.
• Act as a key product and thought partner to both internal and external constituents by owning the end-to-end scoping and development process for any new pilot and/or commercial partnership.
• Develops and applies pipeline evaluation frameworks and guardrails to assess ideas, opportunities, and business cases against strategic fit, return expectations, and risk appetite.
• Coordinates cross-functional due diligence across Finance, Legal, Risk, Technology, and business leaders, integrating findings into clear recommendations and risk mitigations.
• Develops and presents investment theses, portfolio‑level implications, valuation outputs, and scenario-based trade-offs to senior stakeholders to support timely, well-supported decisions.
• Negotiates key commercial terms with counterparties and manages contract workflows to protect enterprise interests while enabling speed to close.
• Partners with operating leaders to define integration hypotheses, value capture priorities, and Day 1 readiness, aligning owners, timelines, and success measures.
• Monitors post-close performance against the deal thesis, surfacing risks, variances, and value capture opportunities to inform portfolio actions and future strategy.
• Cultivates internal and external networks, industry relationships, and external partnerships to strengthen sourcing, insight, and influence.

POSITION REQUIREMENTS

• 5+ years experience in corporate development, M&A, venture capital, private equity, investment banking, corporate strategy, or strategic partnerships.
• Excellent written, verbal, and interpersonal communication skills with acute ability to listen attentively and communicate effectively throughout all levels of the organization.
• Speed to value orientation and mindset, with the ability to rapidly move from idea to execution with discipline.
• Demonstrated entrepreneurial openness and ability to explore new possibilities and to approach issues differently - intellectually agile.
• Creative problem solving through development of innovative and pragmatic solutions in an ambiguous, complex, and highly regulated context.

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.

COMPANY DESCRIPTION

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 here.

¹Fortune 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 here.

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

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.

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 here.