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Wells Fargo is seeking a Business Execution Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. The Consultant will provide personalized training and coaching in support of our Advisor and Client platforms.
Job Responsibility:
Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, Client Management, Client Reporting, and Mobility applications
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Determine areas of strength or Business Execution opportunity within defined scope of work
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Provide work direction to less experienced Strategy and Execution staff
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide phone and email support to assist the Platform Support team in meeting established Service Level Agreements
May identify opportunities for process improvement by conducting root cause testing of compliance and business metrics
May review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Requirements:
2+ 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
1+ years of experience coaching and training 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