From Wells Fargo's posting. “We” and “our” refer to the employer.
About this role:
Wells Fargo is seeking a Business Execution Associate to join our Advisor Platform Coaching & Support group within Wealth & Investment Management. You will provide guidance and assistance for our Advisor and Client platforms. Learn more about our career areas and business divisions at www.wellsfargojobs.com .
In this role, you will:
Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, eSign, Client Management, Client Review Center and eMoney®
Deliver how-to, navigational training and assistance through inbound call support
Support efficiency and quality by providing navigational and “how to assistance”, addressing concerns and escalating when appropriate
Resolve complex business issues and escalations, determine root causes, coordinate solutions, and ensure timely resolution
Participate in all required training and remain current on all application releases and updates
Identify opportunities for process improvements within scope of responsibilities or functional area
Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve performance
Partner with Product Teams to stay ahead of updates and proactively address issues.
Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
Collaborate and consult with other Platform Support colleagues, internal partners, and stakeholders
May provide work direction to less experienced Strategy and Execution staff
Required Qualifications:
6+ months 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:
Experience supporting business applications or tools
Experience within the brokerage or financial services industry
Experience facilitating and delivering educational sessions, group meetings, presentations, or similar learning activities
Experience supporting Advisor Gateway and Client Management
Experience handling and researching escalations and inquiries
Leadership experience
Strong customer service focus, with the ability to understand customer needs and recommend best practices
Basic proficiency in Microsoft Excel
Intermediate proficiency in Microsoft Outlook, Word, PowerPoint, Teams, and SharePoint
Excellent verbal, written, and interpersonal communication skills
Strong organizational, multitasking, and prioritization skills
Excellent problem-solving skills
Demonstrated ability to manage multiple and competing priorities
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.
Location:
550 S Tryon St - Charlotte, North Carolina 28202
Posting End Date:
20 Oct 2026 *Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations,
timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Employer application notice
Equal opportunity and accommodations
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
About this listing
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