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 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
The Legal Operations team is looking for an Operations Manager who will be responsible for partnering with leadership across the Legal Division to proactively manage its resourcing needs. The Operations Manager ensures that internal and external talent are used effectively to fulfill the mission of the division and strategic objectives of the firm. The Legal Operations team accelerates the mission of Legal Division, by continuously improving its policies, processes, and technology – so that the legal professionals may focus on providing legal advice.
This role will be responsible for managing the intake process for the division and maintaining visibility of all core and project work. In addition, the role will assist leaders in their efforts to coordinate and monitor workload, develop solutions for issues and risks including assistance with outside counsel strategy and consult on metrics to evaluate delivering business outcomes.
Manage intake process and coordinate all legal work requests for firm portfolio initiatives and other substantial core work.
Validate legal requests, initial scope definition and validation of needed resources of new stakeholder requests, and document accordingly.
Close engagement with Firm PMO, governance committees, and divisional leaders to track approved strategic projects and objectives.
Understand divisional capabilities, assets, skills, and capacity, supporting leadership to determine the best use of internal talent and leverage of outside counsel, and how to focus on projects that are achievable and strategically aligned with the firm's objectives.
Provide key stakeholders with timely assessment of portfolio-level and substantial core work issues and risks that are impacting the overall performance of the division; balance conflicting priorities and recommend corrective actions.
Develop tools to alert appropriate individuals when critical schedules, financial, or resource thresholds are breached.
Ensure resource management process documentation is up-to-date and leveraged effectively.
Apply resourcing management best practices to establish benchmark data to use for continuous process improvements, working with leaders to continuously review and optimize their work to ensure on-going alignment with evolving organizational goals, market opportunities, and threats.
Measure and monitor divisional value to the organization through performance metrics and targets.
Partner and guide project leaders on how to address variances, staffing gaps, issue escalation and resolution by routinely tracking progress.
Manage backlog of work requests, and coordinate/lead prioritization and status meetings, including assisting leaders with identifying trade offs and associated risks in order to support firm and divisional needs.
Identify gaps in capacity based on role type and skill. Escalate potential future gaps to leadership.
Ensures that resources of suitable skills and caliber are available for tasks and activities as required and provides guidance and recommendations for complex problems.
Demonstrates specialized depth and/or breadth of expertise in discipline or function.
Maintain state-of-the-art knowledge on project management methodologies including Agile, Waterfall and Product Management, understands the differences and when and how to appropriately use each methodology.
Maintain resourcing databases and perform updates as necessary to ensure accuracy.
Regularly examine data reports to locate and resolve discrepancies.
Accurately analyze and collect data for various types of business reports.
Create reports that provide insight into key data points to improve decision-making.
Communicate the results of data analysis in written and verbal form to leaders.
Monitor data to identify changes in financial and business trends.
Bachelor's degree or higher from accredited college or university
Superior organization and coordination skills
5+ years experience in resource management with extensive experience in project and portfolio management tools and MS Office
Experience in a product management/agile environment a plus
Strong organizational, communication and writing skills
Ability to work effectively in cross-functional team environments
Demonstrate ability to deliver engaging, informative, and well-organized presentations, developing, planning, and implement short and long-range goals
Strong collaboration with ability to work independently
Ability to work in a high-pressure environment, managing multiple assignments and adapt quickly to a changing environment