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Divisional Experienced Advisor Onboarding Leader jobs at Wells Fargo in United States, Saint Louis

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United States
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Saint Louis
1 jobs found
15.04.2025
WF

Wells Fargo Divisional Experienced Advisor Onboarding Leader United States, Missouri, Saint Louis

Limitless High-tech career opportunities - Expoint
Manage the pre & post-hire onboarding process along with recruiting business and transition consultants. Leader will be part of the Divisional team and understand the FA recruiting pipeline and know...
Description:


In this role, you will:

  • Manage the pre & post-hire onboarding process along with recruiting business and transition consultants.

  • Leader will be part of the Divisional team and understand the FA recruiting pipeline and know what’s happening in the markets.Business acumen will be critical in the success of this position.

  • Partner with local managers, operations, National Sales, technology, registration and HR to ensure process runs smoothly

  • Quality Supervision/control over the product due diligence and lending vetting for accuracy

  • Ensure pre-hire process and partners are running smoothly and deadlines are met.

  • Ensure the team is following the process of transitioning book from start to finish

  • Identify, own and provide trainingopportunities for the team for further growth

  • Aware of major operational changes before they happen to ensure team is prepared

  • Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development

  • Make decisions and resolve issues regarding operations of the team to meet business objectives

  • Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives

  • Collaborate and consult with immediate colleagues and cross functional business partners

  • Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution

  • Manage allocation of people and financial resources for business execution


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

  • 2+ years Leadership experience

Desired Qualifications:

  • Experience with onboarding financial advisors to the firm.

  • Experience in problem analysis, solution implementation, and change management

  • Excellent verbal, written, and interpersonal communication skills

  • Knowledge and understanding of strategic planning and execution

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

  • Ability to work effectively in a team environment and across all organizational levels

Job Expectations:

  • This position is not eligible for Visa sponsorship

Work Location:

  • 2801 Market Street – Saint Louis, MO

  • 550 South Tryon Street – Charlotte, NC

  • 550 South 4th Street – Minneapolis, MN

  • Preferred location(s) listed above. Other locations within the Wells Fargo footprint may be considered.

17 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
Limitless High-tech career opportunities - Expoint
Manage the pre & post-hire onboarding process along with recruiting business and transition consultants. Leader will be part of the Divisional team and understand the FA recruiting pipeline and know...
Description:


In this role, you will:

  • Manage the pre & post-hire onboarding process along with recruiting business and transition consultants.

  • Leader will be part of the Divisional team and understand the FA recruiting pipeline and know what’s happening in the markets.Business acumen will be critical in the success of this position.

  • Partner with local managers, operations, National Sales, technology, registration and HR to ensure process runs smoothly

  • Quality Supervision/control over the product due diligence and lending vetting for accuracy

  • Ensure pre-hire process and partners are running smoothly and deadlines are met.

  • Ensure the team is following the process of transitioning book from start to finish

  • Identify, own and provide trainingopportunities for the team for further growth

  • Aware of major operational changes before they happen to ensure team is prepared

  • Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development

  • Make decisions and resolve issues regarding operations of the team to meet business objectives

  • Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives

  • Collaborate and consult with immediate colleagues and cross functional business partners

  • Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution

  • Manage allocation of people and financial resources for business execution


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

  • 2+ years Leadership experience

Desired Qualifications:

  • Experience with onboarding financial advisors to the firm.

  • Experience in problem analysis, solution implementation, and change management

  • Excellent verbal, written, and interpersonal communication skills

  • Knowledge and understanding of strategic planning and execution

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

  • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

  • Ability to work effectively in a team environment and across all organizational levels

Job Expectations:

  • This position is not eligible for Visa sponsorship

Work Location:

  • 2801 Market Street – Saint Louis, MO

  • 550 South Tryon Street – Charlotte, NC

  • 550 South 4th Street – Minneapolis, MN

  • Preferred location(s) listed above. Other locations within the Wells Fargo footprint may be considered.

17 Apr 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more
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