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About this role:
Wells Fargo is seeking a. In this role, you will be responsible for developing and managing a comprehensive National Call Strategy for all of WIM with a primary focus on the weekly National Advisor Call. You will work closely with leaders across all levels of the organization to drive meaningful engagement, ensure consistent messaging, and deliver high-impact content. This role also requires strong collaboration with senior leadership, as well as legal and compliance partners, to ensure all communications are aligned with firm policies and regulatory standards.
In this role, you will:
Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
Review strategic approaches and effectiveness of support function and business performance
Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
Influence, guide and lead less experienced Strategy and Execution staff within the group
Required Qualifications:
5+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong understanding of the Wealth & Investment Management (WIM) Business
Strong lens on risk with established key relationships across WIM
Partner well with compliance, legal, and WIM Centers of Excellence to ensure quality of calls.
Ability to take initiative, work independently with minimal supervision, and demonstrate urgency and project management on assigned tasks
Effective critical thinking, communication, and credible challenge skills
Ability to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are important
Excellent verbal, written, and interpersonal communication skills.
Strong experience with Microsoft Teams, with the ability to manage live calls, coordinate presentations and drive seamless collaboration across a national audience
Strong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.
Series 7 License
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
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
Job Location:
2801 Market St, F & L Bldg. Saint Louis, MO 63103
301 S Tryon St. Charlotte, NC 28282
500 W 33rd St. New York, NY 10001
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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