Business Execution Associate - Platform Trading Coaching
About The Position
Wells Fargo is seeking a Business Execution Associate to join our Platform Trading Coaching and Support group within Wealth & Investment Management. The Business Execution Associate will provide field coaching in support of our advisory applications. In this role, you will provide quality, consultative coaching to the field for investment advisory tools and applications, such as Unified Advisory Trading, ICapital, Single Order Entry, Advanced Order Entry, Bond Center, and any future applications. You will act as a subject matter expert on advisory applications for field and other key business partners, identify opportunities for process improvements, and participate in all required training, testing, and remain current on all application releases and updates. You will also assist with initiatives and deliverables and monitor key indicators to ensure effective performance, and collaborate and consult with colleagues, internal partners and stakeholders. You will provide in-bound phone and email support to field users on advisory applications, as needed, and offer escalation assistance for advisory platforms, collaborating with internal partners to resolve matters quickly and efficiently. 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 background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
- In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
- Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
- Follows enterprise in-office requirements.
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
- Customer service focus with the ability to listen to customer needs and recommend best practices
- Experience supporting investment advisory products and/or applications
- Excellent organizational, multi-tasking, and prioritizing skills
- Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Responsibilities
- Provide quality, consultative coaching to the field for investment advisory tools and applications, such as Unified Advisory Trading, ICapital, Single Order Entry, Advanced Order Entry, Bond Center, and any future applications
- Act as a subject matter expert on advisory applications for field and other key business partners
- Identify opportunities for process improvements within scope of responsibilities or functional area
- Participate in all required training, testing, and remain current on all application releases and updates
- Assist with initiatives and deliverables and monitor key indicators to ensure effective performance
- Collaborate and consult with colleagues, internal partners and stakeholders
- Provide in-bound phone and email support to field users on advisory applications, as needed
- Offer escalation assistance for advisory platforms, collaborating with internal partners to resolve matters quickly and efficiently
- 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
Entry Level
Education Level
No Education Listed
