Business Execution Associate - Platform Coaching

Wells Fargo • St. Louis, MO

2d

About The Position

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 business divisions 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 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

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

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed