This job posting is anticipated to remain open for 30 days, from 10-Nov-2025. 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 500\u00b9 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we\u2019re 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.

\u00b9Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
The Forecasting TL is responsible for leading a team of FA's to drive strategic and tactical volume forecasts and analysis to enable assigned departments to meet or exceed performance standards. The critical responsibilities of a Forecasting TL
Summarize and interpret individual results (workload demand and performance historical trends ) that build a Service Division overview to develop models for forecasting future contact volumes and staffing.Oversee the creation and maintenance of department strategic staffing models (including headcount recommendations and service level projections) for Senior Leaders to make decisions on divisional staffing.Consult with Service Division Department Leaders and Directors for upcoming events and recommend strategic staffing levels needed to meet performance level targets.Collaborate with the team to conduct adhoc analysis on how variable changes impact performance.Meet and brief Senior Leader with data on staffing and performanceDevelop and enhance existing Work Planning processes in alignment with the Division objectives while balancing the Associate and Branch experience.Participate and contribute in projects driving the implementation of new processes and tools for improving call center workload efficiency.Proactively identify new contact center tools and WFM software to enhance and support the strategic forecasting goals.Responsible to guild and develop the team and division to strengthen the teams business acumen for growth and expansion.Partner with the various area's within the Division and Firm to ensure alignment in strategic efforts.Qualifications Required in the Job:
Education/CertificationBachelor's degree in Statistics, Mathematics or other technical field or equivalent experience is required.Previous leadership and or Project/Management experience
ExperienceMinimum of 8 years of significant contact center and/or Edward Jones functional experience required. Minimum of 3 years of previous workforce management or statistical forecasting / analysis experience required.
Skills and Abilities:Strong mathematical, analytical, and organization skillsHighly proficient in MS Word, MS Excel, MS PowerPoint and/or Access and related systemsStrong verbal and written communication skillsAbility to influence, process and assess quantitative and qualitative data to make rapid decisions and present to Sr. LeadershipAbility to lead and partner with the various leaders within the Service Division and other areas within the firm. Must be able to lead, prioritize projects, and work well with deadlines in a matrixed environmentAbility to lead in the implementation of tactical initatives and drive strategic efforts as wellCandidates that live within a commutable distance from our Tempe, AZ or St. Louis, MO home office location are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
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.

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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.