About this role: Wells Fargo is seeking a Change Implementation Consultant to join our Change Management Group as part of Wealth & Investment Management. The Change Management Group is responsible for supporting the onboarding of new Financial Advisors. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- Provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
- Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
- Manage the ongoing relationship with the new advisor and branch during the transition period
- Provide onsite and remote training and support to Financial Advisor and support team
- Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
- Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
- Recommend solutions for complex issues, related to the client, advisor, platform, and process
- Assist in maintaining training materials and manuals and quick reference materials
- Conduct instructor-led training sessions for newly onboarding advisors and sales associates
- Recommend and implement improvements to process and procedures
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Required Qualifications:
- 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Experience providing support to client facing employees
- Strong conflict resolution skills
- Ability to troubleshoot operational issues
- Ability to manage multiple and competing priorities
- Ability to work in a time sensitive and often pressured environment
- Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
- Strong analytical skills with high attention to detail and accuracy
Job Expectations:
- Ability to travel up to 90% of the time
- Ability to work nights, weekends, and/or holidays as needed or scheduled
- This position is not eligible for Visa sponsorship.
Job Locations:
- 2801 Market St. - St. Louis, Missouri
- 100% Remote work location is available for this position, when not assigned to transitions
Pay Range:
- $49,800-$118,000 Annually
- Actual salary is determined by location, experience and qualifications of the job
- May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive award
This position may require weekend work and or holidays. This position is a travel position that may require up to 90% travel.
Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$55,300.00 - $98,300.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date: 10 Dec 2024
- Job posting may come down early due to volume of applicants.
We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy Wells 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.
