Director Of Optimization And Enablement

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.
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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
The Director of Optimization & Enablement plays a critical leadership role within Canada Operations, ensuring operational teams are aligned, equipped, and positioned to deliver both day-to-day excellence and long-term strategic transformation. Reporting into senior Canada Operations leadership, this role drives business enablement through operational optimization, portfolio leadership, and technology execution.Strategic Enablement
Align operational capabilities to business unit and enterprise strategy
Lead business planning and multi-year roadmaps for tools, platforms, and capabilities
Deliver scalable, compliant solutions enabling both growth and regulatory alignment
Portfolio & Transformation Leadership
Oversee a portfolio of regulatory and strategic initiatives
Drive governance, prioritization, and resource optimization
Ensure transparency through structured reporting and execution discipline
Operational Excellence & Risk Management
Lead process optimization to improve efficiency, reduce risk, and enhance client/advisor experience
Oversee quality assurance, control testing, and continuous improvement frameworks
Leverage data and insights to drive performance outcomes
People Leadership & Capability Building
Build and lead a high-performing team across run-the-business and transformation initiatives
Develop talent and foster a culture of accountability, innovation, and collaboration
Stakeholder & Industry Engagement
Partner with senior leaders (Directors, GPs, Executives) across business units and enterprise functions
Engage with external stakeholders including regulators, vendors, and industry bodies
Technology & Vendor Leadership
Partner with Technology and external vendors to deliver scalable, efficient solutions
Govern vendor performance, risk, and value realization
Champion automation and digital enablement
Financial Stewardship
Manage budgets and financial performance aligned to business objectives
Apply disciplined financial decision‑making, including risk/return trade‑offs
Identify opportunities for efficiency (OE) and capacity optimization (FTE)
Escalation Leadership
Serve as a senior escalation point for complex, high‑risk operational issues
15+ years in financial services, with deep brokerage operations expertise
10+ years of leadership experience managing teams and complex initiatives
Bachelor’s degree required;
advanced degree preferred
Licenses (or ability to obtain)
CPH (6 months)
CSC (9 months)
LLQP (12 months)
PDO (18 months)
Core Capabilities
Deep expertise across brokerage operations
Strong understanding of regulatory frameworks, risk, and control environments
Proven ability to lead large‑scale transformation and operational improvement
Strong technology acumen, including automation and digital enablement
Financial acumen with focus on cost, efficiency, and value creation
Exceptional cross‑functional leadership and stakeholder management
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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long‑term career, financial security and well‑being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.
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