Jared White

About Jared White

We tend to over-focus on disconnected pain points without understanding how human needs and relationships fit within the system of work—or how to free up energy for the moments that matter most.That’s the gap I focus on—because it’s where capacity, satisfaction, and growth are actually won or lost.Most wealth management firms don’t just have a platform problem.They have a system problem—where tools, workflows, and operating models aren’t aligned with how advisors actually build relationships and deliver value.I work at the intersection of: • platform design (technology, workflows, orchestration) • operating model design (roles, teaming, segmentation) • human experience (how people think, decide, and build trust)Because even the best systems fail if they: • increase coordination instead of reducing it • break continuity across people and workflows • or pull advisors away from meaningful client workThe goal isn’t better workflows. It’s better use of human energy.Designing systems that: • free up advisor capacity • strengthen relationships • improve decision quality • and scale without adding complexityRecent work includes: • Scaling advisor teaming models across advisors, with enabled • Defining advisor experience systems (principles, segmentation, measurement) to align product, service, and business teams • Building experience strategy capabilities tied directly to growth, retention, and long-term platform scalabilityI’m most interested in designing environments where advisors can: • focus on relationships and judgment • feel real ownership in their work • and consistently deliver meaningful client outcomesBecause the real challenge isn’t just improving the system.It’s making sure the system works for the people inside it.

Experience

1. Senior Experience Strategist

   Edward Jones

   Oct 2025 — Present

   Experience leader driving advisor platform transformation—defining the systems, principles, and operating models that enable scalable advisor growth, client experience, and long-term retention.Selected Impact: • Owned and defined the firm’s advisor experience principles, establishing a unified system to scale across product, marketing, research, and service teams to guide decision-making and execution • Led cross-functional alignment on advisor platform strategy, translating market insights, competitive analysis, and internal research into enterprise priorities • Developed advisor segmentation strategy and experience measurement frameworks, enabling a shift from one-size-fits-all to differentiated, outcome-driven approaches • Defined a research roadmap aligned to segmented growth strategy, ensuring insights directly support scaling advisor capacity, satisfaction, and retention • Shaped long-range experience strategy tied to industry supply-demand dynamics, informing how the firm prepares for a projected shortfall of advisors • Built and scaled the Experience Strategy capability, defining internal services (journey mapping, systems mapping, measurement frameworks, consulting) and embedding them across enterprise teams • Drove initiatives to increase advisor capacity and reduce friction, improving time spent on client relationships through workflow and service model design • Influenced enterprise priorities across advisor satisfaction, retention, and long-term client relationship models

Education

• University of Michigan

  UX Research and Design Specialization

• Quantic School of Business and Technology

  Executive MBA

• Vanguard University of Southern California

  International Business

• Simpson University

  Bachelor of Arts (BA), Double majored in Business Administration & Social Science

  2002 — 2005

• California State University - East Bay

  Master of Arts, History - Research Option

Skills

• Team Building
• Networking
• Nutrition
• Social Networking
• Social Media Marketing
• Real Estate Transactions
• Entrepreneurship
• Customer Service
• Real Estate
• Coaching
• Marketing
• Fundraising
• Marketing Strategy
• Leadership
• Organizational Development
• Business Development
• Community Outreach
• Real Estate Negotiating
• Training
• Logistics
• New Business Development
• Communication
• Listing Homes
• Fitness
• Leadership Development
• First Time Home Buyers
• Brand Development
• Event Coordianting
• First Time Home Sellers
• Product Development
• Fitness Training
• Sales
• Public Relations
• Social Media
• Business Ethics
• Public Speaking
• Advertising