Note: The job is a remote job and is open to candidates in USA. Wells Fargo is a leading provider of financial and investment services through its Wealth & Investment Management business. The Change Implementation Consultant supports experienced advisor onboarding by coordinating business transitions, account opening, asset transfers, training, and operational support. The role also manages advisor relationships, resolves complex issues, and improves transition processes and materials.
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
- Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
- 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
Skills
- 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
- Ability to travel up to 90% of the time
- Ability to work nights, weekends, and/or holidays as needed or scheduled
- This position is not eligible for Visa sponsorship
- 100% Remote work location is available for this position, when not assigned to transitions
- This position may require weekend work and or holidays
- This position is a travel position that may require up to 90% travel
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
- Sales incentives
- Discretionary bonuses
- Equity in the company in the form of Restricted Stock Units (RSUs)
- 100% Remote work location is available for this position, when not assigned to transitions
Company Overview