Business Execution Associate - Platform Coaching And Support Team

About this role:

Wells Fargo is seeking a Business Execution Associate to join our Advisor Platform Coaching group within Wealth & Investment Management. The Business Execution Associate will provide field coaching in support of our Advisor and Client platforms. Learn more about the career areas and lines of business at www.wellsfargojobs.com

In this role, you will:

• Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway / SmartStation, Client Management, Client Reporting, and Mobility applications

• Provide subject matter knowledge and interpretation of procedures to key business partners

• Provide support for a variety of diverse support functions for multiple business groups

• Participate in all required training and remain current on all application releases and updates

• Assist with initiatives and deliverables

• Provide information to managers, functional colleagues and stakeholders, including internal as well as external customers if applicable

Required Qualifications:

• 6+ months 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

Desired Qualifications:

• Financial services industry experience

• Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations

  

• Coaching and training experience in the financial services industry

• Knowledge and understanding of sales and marketing: growing a business or portfolio of clients

• Experience supporting Advisor Gateway/ SmartStation, Client Management, Client Reporting, and Mobility applications

• Customer service focus with the ability to listen to customer needs and recommend best practices

• Basic Microsoft Excel skills

• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills

• Excellent verbal, written, and interpersonal communication skills

• Excellent organizational, multi-tasking, and prioritizing skills

• Excellent problem-solving skills

• Ability to manage multiple and competing priorities

• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Job Expectations:

• Ability to travel up to 30 - 40% of the time

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 CFR 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.

This position is not eligible for Visa sponsorship.

Job Location:

2801 Market St., F & L Bldg. St. Louis, Missouri

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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 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.