Business Execution Associate - Platform Coaching
About The Position
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. 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. You will also provide subject matter knowledge and interpretation of procedures to key business partners, support a variety of diverse support functions for multiple business groups, and participate in all required training, remaining current on all application releases and updates. You will collaborate and consult with colleagues, internal partners, and stakeholders, assist with initiatives and deliverables, and monitor key indicators to ensure effective performance. You will provide information to managers, functional colleagues, and stakeholders, including internal as well as external customers if applicable. You will receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives. This role may also provide training and onboarding to new or less experienced staff.
Requirements
- 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
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
- Ability to travel up to 30% of the time.
Nice To Haves
- Coaching and training experience in the financial services industry
- Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations
- 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
- Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent problem-solving skills
Responsibilities
- 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
- Collaborate and consult with colleagues, internal partners, and stakeholders
- Assist with initiatives and deliverables and monitor key indicators to ensure effective performance
- Provide information to managers, functional colleagues, and stakeholders, including internal as well as external customers if applicable
- Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
- May provide training and onboarding to new or less experienced staff
Benefits
- Wells Fargo is an equal opportunity employer.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
