Director of Optimization and Enablement (Winnipeg)

Director of Optimization and Enablement (Winnipeg)

08 Oct
|
Edward Jones
|
Winnipeg

08 Oct

Edward Jones

Winnipeg

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.

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 perks, 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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📌 Director of Optimization and Enablement (Winnipeg)
🏢 Edward Jones
📍 Winnipeg

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