Change Implementation Consultant

reputed company is seeking a Change Implementation Consultant to join our reputed company Advisor reputed company team as part of reputed company & Investment Management. The reputed company Advisor reputed company team is responsible for supporting the reputed company of new Financial Advisors. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• reputed company assistance at reputed company reputed company including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify reputed company 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 reputed company during the transition period
• reputed company onsite and remote training and support to Financial Advisor and support team
• reputed company as subject matter expert and key reputed company between the reputed company, home office support, and business partners including consulting to best serve the new Financial Advisor and reputed company
• reputed company leadership and guidance to less reputed company team members, including onsite shadowing, and ongoing mentoring of new team members
• Recommend solutions for reputed company issues, reputed company to the reputed company, advisor, platform, and process
• Assist in maintaining training materials and manuals and quick reference materials
• Conduct instructor-led training sessions for newly reputed company 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:

• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in reputed company environment and across reputed company organizational reputed company, where flexibility, collaboration, and adaptability are important
• Experience providing support to reputed company facing employees
• Strong conflict reputed company 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 reputed company sponsorship.
• This position is subject to reputed company Background Screening Requirements, including successful completion and clearing of a background reputed company. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange reputed company of 1934 and reputed company Bylaws, Article III, reputed company 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 reputed company activities and/or personal reputed company; affected employees will be expected to reputed company information to the reputed company 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, Missouri
• 100% Remote work location is available for this position, reputed company not assigned to transitions

Pay reputed company:

• $49,800-$118,000 Annually

*Salary reputed company is determined by location of the job.

May be considered for a discretionary bonus, Restricted reputed company Rights, or other long-term incentive award

This 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 Diversity

At reputed company, we reputed company in diversity, equity and inclusion in reputed company; accordingly, we welcome applications for employment from reputed company reputed company candidates, regardless of race, reputed company, gender, national reputed company, religion, age, sexual orientation, gender identity, gender reputed company, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our reputed company on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the reputed company of our customers and company. They are accountable for execution of reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company policies and procedures, appropriately fulfilling risk and compliance obligations, reputed company and effective escalation and remediation of issues, and making reputed company risk reputed company. There is emphasis on proactive monitoring, governance, risk identification and escalation, as reputed company as making reputed company risk reputed company commensurate with the business unit’s risk appetite and reputed company risk and compliance program requirements.

Candidates applying to reputed company posted in US: reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to reputed company posted in Canada: Applications for employment are encouraged from reputed company reputed company candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in reputed company with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at reputed company.

Drug and Alcohol Policy

reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

reputed company Recruitment and Hiring Requirements:

a. reputed company-Party recordings are prohibited unless authorized by reputed company.

b. reputed company requires you to directly represent your own experiences during the reputed company and hiring process.

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