Renita Clayton

Accelerated Leadership Associate @Edward Jones

Practice Management Coaching & Consulting Center of Excellence (Rotation 4)• Designed a comprehensive skills taxonomy program encompassing over 20 behaviors, leading to enhanced coaching and consulting effectiveness across branches.o Led initiatives to standardize best practices, resulting in a 10% increase in project success rates.Firm Change and Enablement (Operational Excellence Placement)• Managed the delivery of Salesforce migration for over 800 branches, ensuring a seamless transition and adoption.• Customized learning plans for on-call associates, ensuring alignment with migration exceptions and regional rollouts.o Assisted in the development of 19 business rules to support fast-scaling rollouts and ensure alignment with branch needs.Client Consultation Group (Rotation 3)o Streamlined 30+ annual home office visits, optimizing resources and maximizing efficiency for high-net-worth segment.o Improved client visit experience, maintaining $21M average assets per client and increasing survey results.Experience Insights (Rotation 2)• Transformed research into consumable narratives for guiding advisors in client discussions.o Implemented data visualization tools that improved decision-making efficiency, reducing turnaround time for strategic initiatives by 40%.Managing Partners Office (Rotation 1)• Managed enterprise community resources accessible to associates via the Community Impact JonesLink page.o Increased engagement in community impact initiatives by 30% by implementing the Community Impact JonesLink page.o Developed a plan resulting in a 20% increase in associate participation in philanthropic activities.Transformational Change Staff Integration Liaison• Optimized the effectiveness the Chief Transformation Officer by updating meeting systems and formatting the calendar to align with Enterprise Change goals.o Increased Chief Transformation Officer\'s productivity by 25% through optimized calendar restructuring.