What are the responsibilities and job description for the Partnership Data and Automation Lead position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 14-Apr-2026. The posting may close early due to the volume of applicants.
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.
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.
The Lead of Partnership Data and Automation supports the Partnership Accounting organization by ensuring the accuracy, consistency, and reliability of all partner‑related data flows. This role focuses on data integrity, validation, and transformation while building scalable, automated solutions that reduce manual work and improve operational efficiency.
Key Responsibilities:
Key Responsibilities:
- Own data governance for partner‑related data, ensuring completeness, accuracy, and consistency.
- Build transformations that standardize partner data outputs for use in partner reporting and modeling.
- Automate recurring manual processes using Power Query, Power BI dataflows, SQL‑based scripts, or other automation tools.
- Create efficient, scalable solutions that improve speed and internal controls in partner reporting.
- Work across the area to understand data needs tied to partner personas, calculations, and scenarios.
- Provide guidance and mentorship to Analysts and Sr. Analysts contributing to data activities.
- Bachelor’s degree in Data Analytics, Finance, Accounting, Information Systems, or related field.
- 5-10 years of experience in data analytics, data engineering, financial systems, or similar roles.
- Strong proficiency in SQL (advanced joins, data modeling, optimization).
- Expertise with Power Query, Power BI, Excel, and automation tools.
- Python knowledge a plus.
- Strong understanding of financial or accounting data preferred (bonus if partnership data).
- Excellent problem‑solving skills and attention to detail.
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
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.
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.