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Change Implementation Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Saint Louis

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

68000.00 - 104000.00 USD / Year
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Job Description:

The Veteran Experienced Talent (VET) Program is a 6-week direct hire program dedicated to hiring military talent. Veterans are hired as full-time employees and will receive support and coaching aimed at supporting transition into Wells Fargo. The program includes a two-day Military Orientation led by the Military Talent Strategic Sourcing (MTSS) Team or Learning and Development Facilitators. Weekly professional development sessions are held to ease transition, network, and build camaraderie within the cohort. In addition, VET Program Alumni are available to mentor and support hires. Wells Fargo is seeking a Change Implementation Coordinator. The Change Implementation Coordinator supports newly hired experienced advisors and their teams by transitioning their book of business and providing support and training during the transition period. This position supports these WFA business channels: Private Client Group [PCG], WBS, Wells Fargo Financial Network and First Clearing.

Job Responsibility:

  • 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

Requirements:

  • 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Served in any branch of the United States military
  • 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
  • Ability to travel up to 90% of the time
  • Ability to work nights, weekends, and/or holidays as needed or scheduled
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
February 18, 2026

Expiration:
March 05, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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