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Spring Veteran Experienced Talent (VET) Program: Change Implementation Consultant - Remote Eligible

Lead onboarding change efforts for new Wells Fargo advisory teams during transitions
St. Louis, Missouri, United States
Junior
$68,000 – 104,000 USD / year
3 days ago
Missouri Staffing

Missouri Staffing

A government-affiliated employment service providing job placement and workforce solutions in the state of Missouri.

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Veteran Experienced Talent Program

The Veteran Experienced Talent (VET) Program is a 6-week direct hire program dedicated to hiring military talent. Veterans are hired as full-time employees and will receive support and coaching aimed at supporting transition into Wells Fargo. The program includes a two-day Military Orientation led by the Military Talent Strategic Sourcing (MTSS) Team or Learning and Development Facilitators. Weekly professional development sessions are held to ease transition, network, and build camaraderie within the cohort. In addition, VET Program Alumni are available to mentor and support hires. If you are a problem-solver who enjoys working in a fast-paced environment, working hard to achieve a goal, learning new things, and improving yourself, the VET Program is a great fit for you. Successful candidates are team-players who work well in a collaborative environment and have strong situational analysis skills. All ranks are encouraged to apply however this program is NOT DOD SkillBridge eligible since it's a Wells Fargo paid program. We believe each of our employees offer something extraordinary and we consider military experience a tremendous asset to our work environment. That's why we're committed to hiring military veterans, veterans with disabilities, military families, and active military Reserve and National Guard personnel.

Program Expectations

+ Service in any branch of the United States military + Must be able to start on the anticipated start date + Must be off active duty no later than the anticipated start dateExceptions: terminal leave and/or traditional Guard or Reserve status.

Change Implementation Coordinator

Wells Fargo is seeking a Change Implementation Coordinator to join our Experienced Advisor Onboarding team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. Experienced Advisor Onboarding 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 team provides direct support to Wells Fargo Advisors (WFA) business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network and First Clearing.

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 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

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:

+ Served in any branch of the United States military + 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

Job Expectations:

+ 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. + 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 Posting Location:

+ 2801 Market St, F & L Bldg. Saint Louis, MO 63103 + 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.

Pay Range:

$68,000.00 - $104,000.00

Benefits:

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. + 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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.

Req Number: R-522456

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Spring Veteran Experienced Talent (VET) Program: Change Implementation Consultant - Remote Eligible
St. Louis, Missouri, United States
$68,000 – 104,000 USD / year
Customer Success
About Missouri Staffing
A government-affiliated employment service providing job placement and workforce solutions in the state of Missouri.