Jennifer Achord
Director of Strategy | Wealth Management | Practice Desktop | Digital Experience & AI
- Role
- Director of Strategy - Practice Desktop - Digital Experience & Ai at Edward Jones
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Jennifer Achord
Enterprise strategy leader with a proven record of translating executive vision into scalable execution across financial services organizations. Known for architecting firmwide strategy, digital & AI experiences that create a seamless experience for Financial Advisors and clients. Strategically designed Financial Advisor compensation, incentives and performance strategies that drive Financial Advisor productivity, growth, and long-term value creation. Trusted partner to Salesforce, Microsoft, and emerging AI technology, combining data, analytics, and structured decision frameworks to align stakeholders, accelerate transformation, and deliver measurable business impact.
Experience
Director of Strategy - Practice Desktop - Digital Experience & Ai
Sep 2025 — Present · US
Responsible for digital experience and AI enabled strategy for a large-scale digital workspace transformation, aligning desktop capabilities with firmwide priorities to elevate advisor productivity, performance, and client outcomes.Serves as a strategic integrator across senior leadership (AI, Digital & Technology, Salesforce, UX, Practice Diagnostics), translating complex business needs into executable product and technology strategies.Establishes governance, prioritization, and decision frameworks that enable clarity, alignment, and adaptability amid evolving enterprise and market demands.Drives strategy through execution, ensuring the desktop ecosystem accelerates innovation, improves user experience, and scales to support long-term growth across the advisor platform.
Education
University of Missouri-Saint Louis
BSBA, Finance, Accounting, Math, Economics
Washington University in St. Louis - Olin Business School
Masters in Business Administration, Business Administration and Management
Washington University in St. Louis - Olin Business School
Masters of Science in Finance
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