Business Execution Associate - Platform Trading Coaching

Wells Fargo Bank•St Louis, MO

About The Position

About this role: 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. 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 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 a nd 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

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
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 a nd 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