Change Implementation Consultant

Wells Fargo is seeking a Change Implementation Consultant to join our Experienced Advisor Onboarding team as part of Wealth & Investment Management. The Experienced Advisor Onboarding team is responsible for supporting the onboarding of new Financial Advisors. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: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 irregularitiesReview transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plansManage the ongoing relationship with the new advisor and branch during the transition periodProvide onsite and remote training and support to Financial Advisor and support teamAct 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 clientProvide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team membersRecommend solutions for complex issues, related to the client, advisor, platform, and processAssist in maintaining training materials and manuals and quick reference materialsConduct instructor-led training sessions for newly onboarding advisors and sales associatesRecommend and implement improvements to process and proceduresRequired Qualifications:2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Excellent verbal, written, and interpersonal communication skillsAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantExperience providing support to client facing employeesStrong conflict resolution skillsAbility to troubleshoot operational issuesAbility to manage multiple and competing prioritiesAbility to work in a time sensitive and often pressured environmentKnowledge and understanding of brokerage industry: products, services, operational policies, systems and proceduresStrong analytical skills with high attention to detail and accuracyJob Expectations:Ability to travel up to 90% of the timeAbility to work nights, weekends, and/or holidays as needed or scheduledThis 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 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.Job Locations:2801 Market St. – St. Louis, Missouri100% Remote work location is available for this position, when not assigned to transitionsPay Range:$49,800-$118,000 Annually*Salary range is determined by location of the job.May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awardThis position may require weekend work and or holidays. This position is a travel position that may require up to 90% travel.Posting End Date:7 May 2025*Job posting may come down early due to volume of applicants.We Value DiversityAt 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.

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