Change Implementation Coordinator

About this role:

Wells Fargo is seeking a Change Implementation Coordinator to join our Transfer Services team as part of Wealth & Investment Management. Transfer Services 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 Transfer Services team provides direct support to Wells Fargo Advisors (WFA) business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network (FiNet) and First Clearing (FC). The Change Implementation Coordinator will provide support in transitioning experienced advisors into our various business channels. The coordinator will lead calls with advisors to review the process and procedures, as well as generating and distributing transition metrics for the supported advisors.   This support may be provided onsite or remotely. These duties are not all inclusive, as other responsibilities may be assigned as needed.
 

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 leading calls with advisors to review the process and procedures  - ability to lead meetings, present material
• 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 installation, and training expertise as needed
• Ensure customer implementation data is accurately captured and recorded, and systems are correctly installed
• Communicate product dependencies and establish 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:

• Customer service focus with the ability to listen to customer needs and recommend best practices
• Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
• Knowledge and understanding of Private Client Group, Wealth Brokerage Services , FiNet, and First Clearing business channels
• Experience with training delivery and facilitation
• Excellent communication skills and ability to articulate complex material to a diverse audience
• Ability to take initiative and work independently with minimal supervision in a structured environment

Job Expectations:

• Ability to travel up to 50% of the time
• Ability to work nights, weekends, and/or holidays as needed or scheduled
• This position is not eligible for Visa sponsorship.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 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.

Job Locations:

• 2801 Market St. – St. Louis, Missouri
• 100% Remote work location is available for this position, when not assigned to transitions

Pay Range:

• $18.27-$36.59 Hourly

*Salary range is determined by location of the job.

May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive award

Posting End Date: 

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

Salary : $18 - $37