Change Implementation Consultant id-14449
About the position
Wells Fargo is seeking a Change Implementation Consultant to join the Change Management Group within Wealth & Investment Management. This role focuses on supporting the onboarding of new Financial Advisors, ensuring compliance, and providing training and support during the transition process.
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.
- 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.
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Requirements
- 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Nice-to-haves
- 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.
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
