Business Execution Associate - Platform Coaching

Wells Fargo Bank•St Louis, MO

9h•Onsite

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.

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
Excellent verbal, written, and interpersonal communication skills
Excellent organizational, multi-tasking, and prioritizing skills
Excellent problem-solving skills

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

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