Behavioral Scientist, Branch Development (R&D)
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.
BRANCH DEVELOPMENT
The Branch Development division at Edward Jones hires, trains, supports and develops the branch team to deliver the ideal client experience. As the key connection between branches and the home office, you'll play a vital role in driving positive results in the core profit center of the firm and in gaining critical insights that shape our business.
Here, you'll help branch teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.
Position: Behavioral Scientist
This role will lead a variety of behavioral science projects from initiation through delivery. The work will include light consulting to in-depth project work with the focus on applying principles of human behavior to Edward Jones in three general areas: Consulting, Research, and Awareness. There will be a strong partnership between this function and internal research groups. This role will partner with test and learn functions, experimentation, design thinking, analytics/insights, and other shared services. Finally, this role will help increase the behavioral science knowledge and acumen at Edward Jones.
Key Responsibilities:
- Enhance firm understanding, awareness, and application of behavioral science concepts to enhance delivery of Human Centered Wealth Management
- Guide senior leaders as they set vision and make plans for strategic direction of key areas
- Represent complex data and concepts to a variety of audiences (senior leaders, associates in small and large groups)
- Collaborate and influence across the Insights Network and Shared Services groups: understand capabilities of departments across the firm and leverage/partner effectively
- Apply behavioral science solutions that will meet their business goals
- Provide behavioral science insight on how our business decisions will affect our FAs, BOAs, and clients
- Understand, analyze, and recommend various research methodologies using both qualitative and quantitative research methodologies to address firm-wide business issues.
- Educate and advocate for experimentation as a key firm business process for data-based decision making
- Educate and advocate for experimentation
- Consult with business areas on the design of the experimental intervention
- Apply behavioral science principles to the experimental protocol to increase adoption
- Keep abreast of new developments in behavioral science research
- Identify, guide and partner with academics and external vendors to execute research projects or other consulting and training opportunities
- Apply new developments in behavioral science to firm strategies and Branch Insights research
- Collaborating with other business areas and the field to diagnose current and future insights-based business needs.
- Partner with research strategists and analysts to incorporate behavioral science principles in research studies
- Masters degree or equivalent work experience required (field of interest is in Social Sciences – behavioral science, psychology, organizational behavior, behavioral finance, behavioral economics, etc.).
- Doctoral degree preferred. (field of interest is in Social Sciences – behavioral science, psychology, organizational behavior, behavioral finance, behavioral economics, etc.).
- 8+ years relevant work experience
- In depth knowledge and understanding of Behavioral Science, Psychology, Behavioral Economics, Behavioral Finance.
- Knowledge of research methods and design
- Ability to collaborate and influence others.
- Excellent organizational skills.
- Excellent communication skills.
- Ability to set priorities.
- Project Management skills.
- Effectively coordinate and manage multiple large-scale projects.
