Change Implementation Consultant

Wells Fargo•St. Louis, MO

2d•Remote

About The Position

Wells Fargo is seeking a Change Implementation Coordinator to join our Experienced Advisor Onboarding team as part of Wealth & Investment Management. Experienced Advisor Onboarding is a team that centrally manages direct support for account opening and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network and First Clearing. In this role, you will provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities. You will review the transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans. You will manage the ongoing relationship with the new advisor and branch during the transition period, and provide onsite and remote training and support to Financial Advisor and support team. You will act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client. You will provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members. You will recommend solutions for complex issues, related to the client, advisor, platform, and process. You will assist in maintaining training materials and manuals and quick reference materials and conduct instructor-led training sessions for newly onboarding advisors and sales associates. You will recommend and implement improvements to process and procedures.

Requirements

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Experience providing support to client facing employees
Strong conflict resolution skills
Ability to troubleshoot operational issues
Ability to manage multiple and competing priorities
Ability to work in a time sensitive and often pressured environment
Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
Strong analytical skills with high attention to detail and accuracy

Responsibilities

Provide assistance at all levels including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures