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Change Implementation Consultant id-10197

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

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  • 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.

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
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