Business Execution Associate - Platform Coaching jobs in United States
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Wells Fargo · 3 hours ago

Business Execution Associate - Platform Coaching

positionSt Louis, MO
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ years exp

Wells Fargo is seeking a Business Execution Associate to join their Advisor Platform Coaching group within Wealth & Investment Management. The role involves providing consultative coaching to support Financial Advisors and Client platforms, collaborating with internal partners, and assisting with training and onboarding of new staff.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway / SmartStation, Client Management, Client Reporting, and Mobility applications
Provide subject matter knowledge and interpretation of procedures to key business partners
Provide support for a variety of diverse support functions for multiple business groups
Participate in all required training and remain current on all application releases and updates
Collaborate and consult with colleagues, internal partners, and stakeholders
Assist with initiatives and deliverables and monitor key indicators to ensure effective performance
Provide information to managers, functional colleagues, and stakeholders, including internal as well as external customers if applicable
Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
May provide training and onboarding to new or less experienced staff

Qualification

Business Execution experienceCoachingTrainingAdvisor Gateway/SmartStationCustomer service focusMicrosoft OfficeFINRA registrationCommunication skillsOrganizational skillsProblem-solving skills

Required

6+ months 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

Preferred

Coaching and training experience 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
Experience supporting Advisor Gateway/ SmartStation, Client Management, Client Reporting, and Mobility applications
Customer service focus with the ability to listen to customer needs and recommend best practices
Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
Excellent verbal, written, and interpersonal communication skills
Excellent organizational, multi-tasking, and prioritizing skills
Excellent problem-solving skills
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
dateFounded in 1852
location
San Francisco, California, USA
people-size10001+ employees
web-link
http://www.wellsfargo.com

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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