Senior Data and Business Intelligence Analyst

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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Put your data, analytics and AI skills to work bringing the Edward Jones brand to life for prospects and clients across Canada. You'll uncover new opportunities to engage and serve high-potential market segments, test and optimize our marketing strategies and tactics and participate in the building of omni-channel client experiences. Working alongside partners in Canada and the US, you'll be at the heart of our continuing marketing evolution, driving innovation and exponential growth.

Measuring and optimizing overall marketing impact and effectiveness

• Build and implement measurement strategy and capabilities - partner with marketing leadership to define KPIs and diagnostic metrics
• Design, build and maintain clear, broadly available dashboards to measure marketing strategy and campaign effectiveness; ensure connectivity with market management and Canada business unit metrics
• Support full-funnel analysis – partnering with sales organization to analyze and optimize the entire sales process
• Incorporate AI capabilities to proactively identify new marketplace opportunities and opportunities to optimize existing strategies and campaigns.

Measuring and optimizing key marketing campaigns and initiatives

• Capture and analyze campaign performance data – recommend and measure A/B tests and other experiments
• Measure and analyze performance of region-specific marketing strategies and activities
• Lead gathering and distribution optimization
• Leads performance analysis
• Events/branch tools optimization and performance

Support client experience development and measurement

• Partner with Canada client experience leader to establish performance targets and hypotheses around impact of experience improvements
• Participate in the definition and analysis of client research initiatives

Understanding data and developing insights

• Establish and manage access to enterprise data sources (e.g. client data, etc.)
• Enable data-driven marketing strategies by answering high-level questions – sizing potential opportunities, establishing marketing ROI measures, building attribution measures, evaluating long-term impacts of marketing initiatives. Leverage AI to integrate data sources, maximize our capability for creating and acting on "what if" scenarios.
• Translate strategy-led segmentation schema into targetable audiences
• Technical expertise – know the systems and data sources to enable us to build data-driven, client-focused strategies and effectively measure tactical outcomes

• Build and optimize campaign measurement tools with a focus on streamlining measurement of field-driven activities
• Ensure data integrity – getting data from the right places, curating the data that marketing gathers on its own
• Align marketing data with sales key performance indicators
• Maintain key partnerships with Edward Jones Canada and US data and insights partners as well as 3rd party partners.

• Bachelor's Degree required in relevant discipline or relevant work experience
• 5+ years of relevant work experience in Analytics, Business Intelligence, Data Analysis, Statistics
• Experience with the following key systems:
  • Salesforce
  • Tableau
  • SQL
  • AI – Copilot, Writer, Claude, ChatGPT
  • PowerBI
  • Google analytics/tag manager (awareness)
  • MCI/Azure
  • Big Query

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.