דרושים Call Center Dialer Strategy Administrator ב-Wells Fargo ב-United States, Charlotte

In this role, you will:

• Participate in planning and execution of tactical activities and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the employer-based retirement plans and Individual Retirement business
• Ensure adherence to compliance regulations and policies
• Research, identify, and select best channels and product combinations to improve effectiveness and efficiency in supporting financial advisors in meeting the unique needs of their retirement plan and IRA prospects and clients.
• Present recommendations for developing strategies to enhance sales or marketing resources for retirement plan and IRAs and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures, and compliance requirements
• Collaborate and consult with Business Growth Strategy managers, Retirement Plan and IRA Product managers, colleagues, stakeholders, bankers, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs

Required Qualifications:

• 2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• FINRA Series 7 and/or Series 66 (or industry equivalent)
• Retirement plan industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC)
• 2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
• Retirement Plan Industry Experience
• Experience educating Financial Advisor on recommended products and services to best support their customers' needs
• Ability to effectively listen to customer needs and identify appropriate solutions in a high-volume inbound environment
• Demonstrate ability to build effective relationships with internal partners, such as product managers, Financial Advisors and other business stakeholders
• Proficient in Microsoft Office and working knowledge of Salesforce
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

Position Locations:

• 550 South Tryon Street - Charlotte, NC 28202
• 2801 Market St, F & L Bldg. St Louis MO

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Apply a holistic approach to solving partners’ business problems.
• Collaborate with partners to understand business goals and the role of offers in achieving those goals.
• Lead discovery efforts on behalf of the Offer Management team.
• Partner with the Product team on project definition and intake.
• Provide input on the Product Roadmap.
• Act as a liaison between marketing, product and technology teams to ensure alignment on overall solution design.
• Understand how to leverage existing offer capabilities to meet the specific business need.
• Identify gaps that will need to be addressed to implement proposed offers.
• Develop requirements for new offer constructs for official intake and provides recommendations on technical design.
• Provide high level timing to partners once a project has been added to the Offer Management roadmap.
• Provide technical leadership and guidance to product development teams throughout the project lifecycle.

Required Qualifications:

• 7+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in product management and/or marketing.

Desired Qualifications:

• Consumer Lending (preferrably Card) experience
• Familiarity in Agile/Scrum or DevOps environments.
• Excellent analytical, problem-solving, and communication skills.
• Strong leadership skills with the ability to drive accountability and influence without authority.
• Experience with working SaaS solutions preferred

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

Control Coverage & Specialized Support

• Provide control coverage for Non-Financial Regulatory Reporting Operations, Transaction Reporting Operations, and potentially other lines of business under CIB Operations teams
• Provide specialized support for Non-Financial Regulatory Reporting Operations, including SLATE (SEC Rule 10c-1a) controls, TRACE, and Electronic Blue Sheet reporting
• Expand understanding of stock loan and fixed income trade processes, and post-trade regulatory reporting

Risk Reporting & Regulatory Engagement

• Support regulatory exams and audits related to transaction and regulatory reporting, including preparation, coordination, and response activities
• Monitor regulatory developments impacting transaction reporting controls and partner with stakeholders to implement necessary control changes
• Awareness and involvement in regulatory change control, and alignment of related controls
• Contribute to governance routines and management reporting leveraging RCSA data
• Communicate the pipeline of engagements, issues, and any related requirements to ensure that internal and external timelines are met

Risk & Control Management

• Serve as a business control management (BCM) within the control team, with proven knowledge of applicable products, services, processes, systems, and customers
• Conduct risk assessments to evaluate the adequacy and effectiveness of policies, procedures, processes, systems, technology, and internal controls
• Partner with business control managers and the business to maintain the business process inventory
• Partner with business control managers to ensure that the RCSA and related risk and control profiles are maintained following any engagements/related issues and corrective actions
• Manage RCSA triggers, including the assessment of RCSA
• Coordinate with business and support partners for creation of Self-Disclosed issues in Issues Management system of record
• Control documentation, control evaluation, control implementation, and monitoring

Issue Management & Remediation

• Identify errors in transaction reporting, research root causes, initiate remediation, make corrections, and track resolutions
• Lead efforts for issues and corrective actions identified during engagements inclusive of root cause identification, issue intake, alignment of corrective actions, and closure requirements

Strategic Collaboration & Oversight

• Continuously engage in discussions with operations partners on strategy, industry trends, organizational changes, and new/modified markets, systems, products, and services to determine impact and identify and remediate risk control issues across all risk types
• Collaborate with reporting teams to assess and enhance control frameworks specific to transaction and regulatory reporting processes
• Collaborate with Operations partners on control design, implementation, and monitoring
• Ensure appropriate connectivity, linkage, and integration with in-region international risk management teams
• Lead the strategy and resolution of highly complex current and emerging risks requiring in-depth evaluation across multiple areas or the enterprise, as well as good understanding of data management and other operational risks
• Monitor, measure, evaluate, and report impact of decisions and business controls to the relevant business group and enterprise function

Required Qualifications:

• 4+ years of Risk Management or Control Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of stock loan processing
• Knowledge of TRACE reporting
• Knowledge of Electronic Blue Sheets Reporting
• Experience with transaction reporting
• Knowledge and understanding of risk applications i.e. Shared Risk Platform (SHRP) and Service Now (SNOW) and Veritas
• Knowledge and understanding of internal controls and internal control policy
• Experience with RCSA, risk/control identification and assessment, and enterprise risk frameworks
• Strong domain knowledge of Investment banking operations is desirable
• Ability to synthesize data and/or observations from a variety of, often disparate and unconnected, sources, deliver succinct summaries (both verbal and written), and enact responses quickly
• Exceptional interpersonal and relationship building skills to effectively influence all organizational and leadership levels, where flexibility, collaboration, and adaptability are a must
• Highly organized and proactive with demonstrated ability to assess, exercise independent judgment, apply prudent risk management principles, prioritize work to meet deadlines, and proactively escalate when necessary
• Experience working with Technology in an agile environment
• Strong skillset in data analysis, critical thinking and networking
• Demonstrated leadership and communication abilities
• Advanced Microsoft Office (Excel and PowerPoint) skills

Job Expectations:

• Ability to travel up to 10% of the time

• This position offers a hybrid work schedule

• Ability to work at one of the posting location(s)

• Relocation is not offered for this role

Posting Locations:

• 550 S Tryon, Charlotte, NC

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Perform audit testing components of assigned audits within multiple segments of the Audit Plan
• Plan and execute independent audit testing and ensure that they are timely and accurate
• Identify and assess key risks and controls
• Execute and document work in accordance with Wells Fargo Internal Audit policy
• Identify and develop compensating controls that mitigate audit findings and make recommendations to management
• Inform manager of situational issues that might compromise objectivity or independence
• Design and execute tests to verify control effectiveness
• Document work papers according to the standards of the Internal Audit policy and guidance
• Demonstrate professional skepticism while performing major components of audits
• Lead smaller scale audits or projects
• Develop ways to improve existing audit practices
• Develop effective test plans for engagements as assigned with limited guidance
• Participate in projects as directed
• Develop business partnerships within Internal Audit and with teams companywide through professional communication and clear audit deliverables

Required Qualifications, US:

• 4+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with Global Payments and Liquidity, Treasury Management Systems (TMS) and ACH/Wire/Real Time Payment
• Experience with Information Technology
• Experience at a financial institution or accounting firm
• A BS/BA degree or higher
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Ability to work a hybrid schedule
• This position does not offer VISA sponsorship

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 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 outside activities 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

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Responsible for developing building and/or market real estate strategies for the western United States office portfolio consisting of ~20MM square feet across multiple asset classes.
• Review and analyze market trends, business requirements, space utilization and other factors to support portfolio effectiveness.
• Develop real estate strategies leveraging data that align with the companies’ goals focused on efficient utilization of space and creating investment strategies that functionally support the business.
• Be an effective change agent to support evolving workplace protocols, standards, and space allocation methodologies.
• Collaborate with cross functional teams within real estate, key partners, businesses, and external parties aligning with operational needs.
• Prepare and present real estate strategies using relevant data to support recommendations to executive leadership.
• Align strategies with internal metrics and guidelines based on seat utilization, amenities, business requirements and type of work functions.
• Conduct site visits, market research and feasibility studies to evaluate properties and identify opportunities aligned with industry trends and strategic objectives.
• Excellent organizational skills and program management oversight.
• Act as an advisor to leadership
• Develop or influence highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges
• Deliver solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others

Required Qualifications:

• 7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 7+ years of corporate real estate experience
• 7+ years of real estate portfolio management experience
• 7+ years of real estate strategic planning experience

Desired Qualifications:

• 7+ years in Corporate Real Estate with a large Organization
• Experience collaborating with different stakeholders to align on a single recommendation.
• Experience presenting to executive leadership.
• Influencing decisions with facts and data.
• Strong financial acumen.
• Excellent Excel and PowerPoint Skills, ability to adapt to new systems and technologies.

Job Expectations:

• This position offers a hybrid work schedule (3 days in the office / 2 days remote)
• Travel as needed

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Lead efforts through phases of a large enterprise project; requirements, design, implementation, testing, and end-state product management

• Lead complex data product initiatives, including those that are cross-functional with broad impact, and act as key participant in large-scale planning driving data enablement and capabilities across platforms and utilities

• Help manage large data assets through product management, application business owner support

• Review and analyze complex multi-faceted, larger scale or longer-term data product initiatives that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors to drive data enablement strategies and roadmaps, while adhering to set data governance and standards

• Make decisions in complex and multi-faceted situations requiring solid understanding of data, analytics, and integration needs of line of business partners to inform prioritization, roadmap, and architecture design, that influence and lead broader work team to meet deliverables and drive new initiatives

• Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to ensure data product solutions are built for optimal performance and design analytics applications across multiple platforms, resolve data product issues, and achieve goals; may lead projects, teams or serve as a peer mentor

• Provide strategic input on new use case intake, prioritization, product roadmap definition, and other critical business processes

• Manage complex datasets continuously focusing on the consumers of the data and their business needs, while adhering to set data governance

• Create and maintain data product roadmaps throughout the data product life cycle with detailed specifications, requirements, and flows for data capabilities

• Design and maintain innovative data products, enabling data availability for data intelligence, analytics, and reporting

• Serve as a strategic liaison between data management, product teams, data engineering, and architecture teams throughout the data product life cycle

Required Qualifications:

• 5+ years of data product or data management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in program or project management in large data initiatives

• Experience with contact center data, applications, or technologies including Alvaria, Verint, Five 9, Genesys, Nuance, NICE, etc.

• Experience in IVR, Call Routing, Chat, or Outbound datasets

• Experience implementing or utilizing big data environments (GCP, AWS, Azure, Hadoop, etc.)

• Experience managing standard BI tools products for data and reporting teams (Tableau, Power BI, MicroStrategy, etc.) preferably from big data environments

• SAS or related experience

• Outbound call, dialer, or collections data experience

• Contact center business or technology experience

• Consumer lending mainframe systems

Job Expectations:

• Ability to travel up to 10% of the time

• This position is not eligible for Visa sponsorship

• Ability to work on site per Wells Fargo's standard operating model in the listed location (hybrid schedule).

401 S Tryon St, CHARLOTTE, NC

2800 S Price Rd, CHANDLER, AZ

1801 Park View Dr. SHOREVIEW, MN

7711 Plantation Rd, ROANOKE, VA

4101 Wiseman Blvd, SAN ANTONIO, TX

4975 Preston Park Blvd, PLANO, TX

2200 Concord Pike, WILMINGTON, DE

Wells Fargo Recruitment and Hiring Requirements:

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

About the role:

Key responsibilities include but are not limited to:

• Define target state operating model for this Wells Fargo level function and the strategy to execute it. Define the scope, objectives, stakeholders, interaction model, RACI (Responsible, Accountable, Consulted, Informed) outcomes and management routines to sustain for each governance item.
• Strategy development and execution to centralize and optimize of all work to design and implement shared controls, support key testing of process andcontrols. Working with the Head of Control for Payments Operations and Risk Leaders to ensure the model can be reused across Wells Fargo
• Ensure all first, second- and third-line partners are engaged representing applicable lines of business across the company. Anticipate and address role clarity issues across WF to ensure risks are identified and actioned in timely manner.
• Provide oversight and inspection to ensure the health of operational controls, including talent management, operational risk management, control issues, ownership of remediation plans and responsibility decisions to balance risk, cost, and client experience as applicable to multiple issues in the operational day to day management.
• Working with the Control organization to drive automation of all controls across Payments Operations
• Oversee the execution of key processes and controls that extend across Payments Operations.
• Prioritize work and align resources to contain and mitigate risks. Will drive continuous improvements and metrics driven approach to reduced risk.
• Support Payments Governanceinitiatives and functionsby developing a target state model and then the strategy to achieve that, working with each Wells Fargo line of business, each Global Operations leader and Technology leaders to ensure the many key tenants required by our key stakeholders are met.
• Own the to be created new and enhanced RAU’s to align all common controls in one place across PO (Access, Records management, etc)
• Will develop and manage a streamlined set of routines to create, document and maintain the intellectual capital

*Required work location listed above

*Relocation assistance is available for this position

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• 8+ years of experience designing and implementing controls
• 8+ years of Payments expertise with preferred general knowledge of compliance requirements for Wholesale Payments.
• 8+ years’ experience in operational excellence (DMAIC-Define, Measure, Analyze,Improve, Control)approach to problem solving and implementing continuous improvement for the Customer.
• 5+ years’ experience with exposure to senior management and ability to lead high-profile projects, manage financials and communicate with senior leaders and regulators on behalf of the firm.
• 5+ years’ experience with large scale Technology platforms
• 5+ years’ experience leading change management for a large financial services company or management consulting firm
• Ability to translate strategy into actionable steps for execution and take a hands-on approach, working with key partners to ensure execution risks are identified and addressed.
• Strong organizational and administrative skills, with a focus on delivery management.
• Strong multi-tasking capabilities.
• Strong analytical skills to get to the root of issues.
• Ability to approach business problems with creativity and work in an inclusive and influential manner to empower the broader team.
• Master’s Degree in Business Administration or other applicable field.

Wells Fargo Recruitment and Hiring Requirements:

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