Wells Fargo

Senior Business Execution Consultant - Platform Coaching

Wells Fargo • $95K — $115K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of Business Execution, Implementation, or Strategic Planning experience
  • Strong knowledge of Advisor Platform applications
  • 4+ years of experience in financial services and/or Wealth & Investment Management
  • 2+ years of experience in coaching and training in the financial services industry
  • FINRA registration including Series 7 and 66 (or equivalent)

Responsibilities

  • Deliver mid- to large-sized presentations on advisor platforms and applications
  • Provide consultative coaching to field about Financial Advisor and Digital Platform tools
  • Lead support functions for multiple business groups and contribute to strategic initiatives
  • Ensure efficiency and effectiveness of operational solutions
  • Research complex business and operational initiatives requiring analytical skills
  • Make recommendations for support function while working independently
  • Assist in planning and execution of programs focused on risk mitigation and customer experience

Benefits

  • Ability to travel up to 40% of the time
  • Specific compliance policies on outside activities and personal investing
  • This position is subject to FINRA background screening requirements
  • In-office work requirements apply
  • No Visa sponsorship available
Full Job Description
About this role:

Wells Fargo is seeking a Senior Business Execution Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. The Senior Consultant will provide personalized training, how-to guidance, and in-person demonstrations in support of our Advisor platform. Learn more about the career areas and business divisions at www.wellsfargojobs.com.

In this role, you will:
  • Deliver mid- to large-sized presentations centered on advisor platforms and supporting applications
  • Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, Client Management, Client Reporting, Artificial Intelligence tools, and Mobility applications
  • Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
  • Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
  • Work independently to make recommendations for support function by providing support and leadership
  • Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
  • Collaborate and consult with team leaders in developing project plans, policies, and procedures
  • Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners


Required Qualifications:
  • 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:
  • Strong knowledge of Advisor Platform applications such as Advisor Gateway, Client Management, Client Review Center, and FactSet
  • Excellent verbal, written, and interpersonal communication skills
  • 4+ years of experience in financial services and/or Wealth & Investment Management
  • 2+ years of experience coaching and training in the financial services industry
  • Experience leading operational support functions, programs, or services for multiple business groups
  • Experience in financial advisor support, coaching, and enablement
  • Customer service focused, with the ability to listen to customer needs and recommend best practices
  • Excellent communication and presentation skills
  • Excellent organizational, multi-tasking, and prioritizing skills
  • Excellent problem-solving skills
  • Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams, Copilot and SharePoint) skills
  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)


Job Expectations:
  • 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.
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • This position is not eligible for Visa sponsorship.
  • Follows enterprise in-office requirements.
  • Ability to travel up to 40% of the time.


Posting locations:
  • 2801 Market Street, F & L Building - Saint Louis, Missouri 63103
  • 550 S Tryon - Charlotte, NC


Posting End Date:

30 Sep 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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