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Product Delivery and Implementation Consultant - WIM Account Opening and Maintenance and Money Movement Products

AT Wells Fargo
Wells Fargo

Product Delivery and Implementation Consultant - WIM Account Opening and Maintenance and Money Movement Products

Charlotte, NC

Wells Fargo is seeking a Product Delivery and Implementation Consultant (Senior Business Execution Consultant) to join the Money Movement and Account Opening and Maintenance Product Group within Wealth and Investment Management (WIM). The primary goal this group is to deliver innovative money movement and account opening and maintenance solutions that best serve our clients, financial advisors, and operations members. The Product Delivery and Implementation Consultant will support development, delivery, and support of Money Movement and Account Opening and Maintenance technology solutions.

In this role, you will:

  • Serve as a subject matter expert on money movement and account opening and maintenance technology and processes
  • Manage technology rollout and support plans
  • Lead/support work to create and execute communications, training, and support plans
  • Partner with Product Team, Application Business Owners, Risk, Communications, Training, Support, Field Leadership to ensure and report on overall readiness for new product technology/processes
  • Track and report system usage and adoption metrics
  • Serve as an escalation point for questions, issues, and feedback from field users and support teams
  • Track post release issues and communicate executive summary information to leaders and stakeholders
  • Monitor effectiveness of product design and implementation controls and implement process adjustments as needed to mitigate risk
  • Perform other analysis and implementation work as needed within the product
Required Qualifications:

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  • 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:
  • Experience in implementation, change management and product support
  • Experience with Money Movement processes
  • Experience with Brokerage Account Opening and Maintenance processes
  • 4+ years of brokerage industry experience
  • 4+ years of financial services experience
  • Risk and control expertise
  • Ability to develop partnerships and collaborate effectively with other business, operations and technology areas
  • Ability to exercise independent judgement to identify and resolve problems with a focus on actionable outcomes.
  • Ability to take initiative and respond pro-actively to issues and escalations
  • Highly organized and detail-oriented, with the proven ability to manage multiple processes and tasks simultaneously and prioritize effectively.
  • Ability to execute in a fast paced, high demand environment while balancing multiple priorities
  • Strong analytical, problem solving, and organizational skills
  • Agile Methodology experience
Job Expectations:
  • This position is not eligible for 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
Posting End Date:
15 Dec 2024
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Client-provided location(s): Charlotte, NC, USA
Job ID: WellsFargo-R-419764-1
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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