Jennifer L Moyer
Chesterfield,MO
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Department Leader/Business Strategy Leader
Edward Jones
11.2022 - Current
- Leads multiple geographic teams of leaders and associates that provide consulting and onboarding of branches into new practice models, including licensed support team members, Multi-FA offices, and FA Teaming
- Contribute to 3% Financial advisor growth to the organization through facilitation of asset sharing programs
- Development of strategy to execution of new practice models spanning across multiple stakeholder groups to bring the whole system together for the branch team
- Influencing process and strategy with peer leaders, general partners, and stakeholders across multiple departments to bring the new practice models to life
- Conducted thorough analysis of departmental workflows to identify areas of opportunity for process improvement initiatives
- Cultivated a positive work environment that promoted high employee morale, leading to higher job satisfaction and retention through a major organizational change
Department Leader- Tailored Branch Support
Edward Jones
11.2018 - 11.2022
- Lead multiple teams of leaders and associates that provide financial advisor and regional leader support in a high growth capacity, ensuring all administrative aspects of their business are supported
- Developing and influencing strategy for the department, aligned with firm wide transformational changes, shifting demand, capacity requirements, and cost-savings initiatives
- Aligned department objectives with those of the broader organization to maximize team synergies
- Demonstrated success in overseeing departmental performance and support for over eighty associates and leaders through numerous change management events
- Championed change management initiatives within the department, driving transformational efforts aligned with organizational objectives.
- Coordination of interviewing and hiring of 20+ leaders into the organization as a result of a centralized hiring team
Senior Team Leader- Corporate Actions/Tailored Branch Support
Edward Jones
11.2012 - 11.2018
- Support of strategy around expanding Remote Branch Support concept into Canada in partnership with key Canadian leaders
- Influence strategy and communication around 1st time field-based support hiring guideline changes
- Facilitating on-boarding and coaching of new Financial Advisors, home office leaders and associates that are engaged with our rapidly growing department
- Managing the workflow process of Financial Advisors coming into and out of Remote Branch Support
- Oversight of the day-to-day processes of the team functions including mandatory corporate actions, dividend reinvestment, class actions, proxy, equity distributions
- Engaged in and effort to review the BPI (business process improvement) methods and identifying efficiencies, opportunities to increase participation, and controls for the dividend reinvestment process across multiple countries (CA and US)
- Identify, document, and execute on risk and control processes as directed by both FINRA and internal compliance requirements
Team Leader- Enterprise Data Solutions/Security Receive
Edward Jones
02.2007 - 11.2012
- Business project leader responsible for converting our communications system to a web application for three specific forms. Project was delivered on time with no impacts
- Coordination and training with all Operations departments to convert documents to a new Imaging system
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Associate- Security Processing
Edward Jones
05.2002 - 02.2007
- Leadership Development Associate- Rotational based program to build leadership skills
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Managed time efficiently in order to complete all tasks within deadlines.
Education
Bachelor of Arts - Business Management
University Of Illinois
Springfield, IL05-2005
Associate of Arts - Business
Richland Community College
Decatur, IL12-2000
Skills
- Collaboration
- Strategy development to execution
- Leadership
- Development
- Effective Decision making
- Service oriented
- Comfortable working in ambiguity
Committee Involvement
- Service Division Semi-Annual Leader Summit Committee 01/22-23/22
- LDA Executive Committee. (Leadership Development Rotational Program) 02/06- 07/16
- Operations Employee Engagement Survey Task Force. 09/12-09/14
- Associate and Leader Development Committee. 02/07-05/14
- Talent Activation Committee- Chair. 01/24-Current
Certification
- Series 7 General Securities Representative, FINRA, May 2004
- Series 66 Uniform Securities State Law Examination, FINRA July 2005
Timeline
Department Leader/Business Strategy Leader
Edward Jones
11.2022 - Current
Department Leader- Tailored Branch Support
Edward Jones
11.2018 - 11.2022
Senior Team Leader- Corporate Actions/Tailored Branch Support
Edward Jones
11.2012 - 11.2018
Team Leader- Enterprise Data Solutions/Security Receive
Edward Jones
02.2007 - 11.2012
Associate- Security Processing
Edward Jones
05.2002 - 02.2007
Bachelor of Arts - Business Management
University Of Illinois
Associate of Arts - Business
Richland Community College
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