About this role:Wells Fargo is seeking a Business Execution Manager to lead the Advisor Platform Coaching team within the Wealth & Investment Management (WIM) Support Services group. This role will lead field coaching efforts in support of our Advisor and Client platforms for all business channels, promoting engagement with and adoption of tools and capabilities. The Business Execution Manager will ensure the engagement and development of the Platform Coaching team to appropriately support advisors and their teams with individualized coaching, instructor-led training sessions, and small and large group presentations. Additionally, the Manager will help lead coaching efforts associated with major upcoming Platform launches & enhancements. Learn more about our career areas and business divisions at wellsfargojobs.com .
In this role, you will:- Manage and develop complex teams handling multifaceted tasks and operations for the Platform Coaching team
- Engage business stakeholders and internal partners associated with the platform tools in integrating or implementing user feedback provided by the team
- Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development
- Make decisions and resolve issues regarding operations of the team to meet business objectives
- Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives
- Collaborate and consult with immediate colleagues and cross functional business partners
- Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution
- Manage allocation of people and financial resources for Business Execution
- Mentor and guide talent development of direct reports and assist in hiring and onboarding talent
- Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution
- Manage allocation of people and financial resources for Business Execution
- Mentor and guide talent development of direct reports and assist in hiring talent
Required Qualifications:- 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years Leadership experience
Desired Qualifications:- 4+ years of experience in Financial Services or Wealth & Investment Management
- 1+ years of management experience in a customer service environment
- Experience in financial advisor support, coaching, and enablement
- Strong knowledge of Advisor Platform applications such as Advisor Gateway, Client Management, Client Review Center, and FactSet
- Customer service focused, with the ability to listen to customer needs and recommend best practices
- Excellent communication and presentation skills
- Excellent verbal, written, and interpersonal communication skill
- Excellent organizational and problem-solving skills
- Ability to manage escalations and deliver under tight SLAs (Service Level Agreements)
- Ability to manage multiple and competing priorities
- Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Job Expectations:- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
- Ability to travel up to 30% of the time.
- Follow enterprise in-office requirements.
Posting location:- 2801 Market St, F & L Bldg - Saint Louis, Missouri 63103
- Relocation assistance is not available for this position.
Posting End Date: 6 Dec 2025
*Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
