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Senior Business Execution Consultant – Platform Coaching
Wells Fargo. Deliver mid- to large-sized presentations centered on advisor platforms and supporting applications .
About the role
Key responsibilities & impact- Deliver mid- to large-sized presentations centered on advisor platforms and supporting applications
- Provide consultative coaching to the field on Financial Advisor and Digital Platform tools, including Advisor Gateway, Client Management, Client Reporting, artificial intelligence tools, and Mobility applications
- Lead support functions or operations for multiple business groups and contribute to large-scale strategic initiatives
- Ensure efficiency, quality, cost effectiveness, and pipeline management for assigned operations
- Research moderately complex business, operational, and strategic initiatives
- Make independent recommendations and provide support and leadership for support functions
- Assist in planning and executing programs and initiatives involving risk mitigation, efficiency, and customer experience
- Collaborate with team leaders to develop project plans, policies, and procedures
- Lead relationship management and implementation of programs, services, and initiatives with cross-functional business partners
Requirements
What you’ll need- 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
- Strong knowledge of Advisor Platform applications such as Advisor Gateway, Client Management, Client Review Center, and FactSet
- Excellent verbal, written, and interpersonal communication skills
- 4+ years of experience in financial services and/or Wealth & Investment Management
- 2+ years of experience coaching and training in the financial services industry
- Experience leading operational support functions, programs, or services for multiple business groups
- Experience in financial advisor support, coaching, and enablement
- Customer service focus with ability to listen to customer needs and recommend best practices
- Excellent communication and presentation skills
- Excellent organizational, multitasking, and prioritizing skills
- Excellent problem-solving skills
- Intermediate Microsoft Office skills, including Outlook, Word, Excel, PowerPoint, Teams, Copilot, and SharePoint
- FINRA registration including Series 7 and 66, or FINRA-recognized equivalents
- Successful completion of FINRA background screening and background check prior to hire
- Must meet ongoing regulatory obligations, including periodic screening and mandatory incident reporting
- Not eligible for visa sponsorship
- Ability to travel up to 40% of the time
Benefits
Comp & perks- Equal opportunity employment
- Medical accommodation support during the application or interview process
- Drug-free workplace
- Wells Fargo recruitment and hiring protections, including prohibition of unauthorized third-party recordings and requirement to represent one's own experiences