Change Implementation Consultant

About the role

Wells Fargo is seeking a Change Implementation Coordinator to join the Experienced Advisor Onboarding team within Wealth & Investment Management. The role 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 WFA business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network and First Clearing.

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.
• 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.

Qualifications

• 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.

Pay

$68,000.00 - $104,000.00

Benefits

• 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