Change Implementation Coordinator

About this role:

Wells Fargo is seeking a Change Implementation Coordinator to join our Experienced Advisor Onboarding team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

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:

• Support newly hired experienced advisors and their teams by transitioning their book of business and providing support and training during the transition period

• Generate and distribute transition metrics for supported advisors

• Support the efforts of the team by participating in calls with advisors to review the process and procedures 

• Support change implementation by identifying ways to improve workflow and offer recommendations and support for the team

• Serve as a point of coordination for clients throughout the customer life cycle, providing operational and training support as needed

• Ensure customer implementation data is accurately captured and recorded

• Communicate product dependencies and support the timeline for implementation

• Perform complex administrative and operational support tasks

• Provide maintenance support for project teams and assist in determining implementation strategy

• Receive direction from manager and escalate non-routine questions

• Interact with peers, management, and technology on implementation of strategy, methods, and plans for initiatives that impact workflow

Required Qualifications:

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

Desired Qualifications:

• 2+ years of experience in one or a combination of the following: client service, brokerage operations or wealth & investment management

• Experience in architecture, development, implementation or support of client onboarding systems in a financial services environment

• Knowledge and understanding of business channels

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

• Exposure and knowledge to Wells Fargo Smart Station and BETA application

• Experience with training delivery and facilitation

• Excellent communication skills and ability to articulate complex material to a diverse audience

• Collaborative professional skills that advance a collegial and partnered approach to meeting objectives

• Ability to take initiative and work independently with minimal supervision in a structured environment

Job Expectations:

• Ability to travel up to 50% or more of the time

• Ability to work nights, weekends, and/or holidays as needed or scheduled

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• 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. Information will be shared about expectations during the recruitment process.

• This position is not eligible for Visa sponsorship.

Job Posting Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103

• 100% Remote work location is available for this position, when not assigned to transitions

• $18.27-$36.59 Hourly

• *Salary range is determined by location of the job.

This position may require weekend work and or holidays. This position is a travel position that may require up to 50% travel.

Posting End Date: 

*Job posting may come down early due to volume of applicants.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.