Senior Business Execution Consultant

Wells Fargo & Company • St. Louis, MO

1d • Onsite

About The Position

Wells Fargo is seeking a Senior Business Execution Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will lead and participate in the execution and administration of the annual account fee program, disclosures, communications, governance processes, and operational support activities within Wealth and Investment Management. You will coordinate ongoing maintenance and execution of the Annual Account Fee policy and related fee and commission programs, and support the implementation of Equity and Option Commission Schedule updates and associated business activities. You will manage key milestones, stakeholder communications, and operational readiness activities related to annual fee programs. You will maintain and update fee and commission disclosures across applicable business channels, including client statements, account opening materials, Reg BI disclosures, and ERISA disclosures. You will also maintain and update internal content repositories, resource pages, FAQs, job aids, and training materials, and coordinate training activities, including communications, presentation materials, recordings, transcripts, and follow-up activities. Additionally, you will monitor and manage shared mailboxes, business inquiries, and escalations while ensuring timely response and resolution, and participate in testing activities supporting system releases, failover events, policy enhancements, and business process changes. You will support audit readiness activities and maintain required documentation and supporting evidence. You will collaborate with leadership and business partners on strategic initiatives, process improvements, and operational enhancements, and utilize independent judgment to resolve moderately complex business issues and provide recommendations that support business objectives.

Requirements

• 4+ years 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
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
• This position is subject to 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.

Nice To Haves

• Experience supporting operational programs, policy administration, governance processes, or business execution functions within financial services
• Experience managing business communications, stakeholder engagement, and change management activities
• Knowledge of advisor fee programs, fee disclosures, commission schedules, or related wealth management processes
• Experience coordinating cross functional initiatives and working with Legal, Compliance, Operations, and Technology partners
• Experience supporting testing, implementation, and business readiness activities for system or process changes
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical, problem solving, and process improvement skills
• Experience maintaining business procedures, documentation, job aids, and governance materials
• Ability to work independently while managing competing priorities in a fast paced environment
• Advanced Microsoft Office skills, including Excel, PowerPoint, Word, and Outlook

Responsibilities

• Lead and participate in the execution and administration of the annual account fee program, disclosures, communications, governance processes, and operational support activities within Wealth and Investment Management
• Coordinate ongoing maintenance and execution of the Annual Account Fee policy and related fee and commission programs
• Support implementation of Equity and Option Commission Schedule updates and associated business activities
• Manage key milestones, stakeholder communications, and operational readiness activities related to annual fee programs
• Maintain and update fee and commission disclosures across applicable business channels, including client statements, account opening materials, Reg BI disclosures, and ERISA disclosures
• Maintain and update internal content repositories, resource pages, FAQs, job aids, and training materials
• Coordinate training activities, including communications, presentation materials, recordings, transcripts, and follow up activities
• Monitor and manage shared mailboxes, business inquiries, and escalations while ensuring timely response and resolution
• Participate in testing activities supporting system releases, failover events, policy enhancements, and business process changes
• Support audit readiness activities and maintain required documentation and supporting evidence
• Collaborate with leadership and business partners on strategic initiatives, process improvements, and operational enhancements
• Utilize independent judgment to resolve moderately complex business issues and provide recommendations that support business objectives

Benefits

• Wells Fargo is an equal opportunity employer.

What This Job Offers

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