Senior Business Execution Administrator

at  Wells Fargo

Wells Fargo is seeking a Senior Business Execution Administrator. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Support the operations of a specific business line
• Administer programs, projects, or processes specific to the business
• Manage requests from vendors, sponsorships, company funding, and special programs
• Perform business operations that are administrative in nature
• Facilitate efficiency, quality, cost effectiveness of solutions, and escalate concerns related to the assigned operation
• Provide subject matter knowledge and interpretation of procedures to key business partners
• Coordinate and monitor implementation and maintenance of processes, procedures, and policies
• Interact with immediate Strategy and Execution colleagues on operational initiatives
• Provide support for a variety of diverse support functions for multiple business groups or a specific line of business
• Responsible for supporting ongoing success of Wells Fargo’s licensed banker integration strategies including the licensed banker program
• Serve as primary point of contact for CSBB licensing participants and line managers to help guide and support all applicable new hire activities related to licensing and specialty training
• Provide subject matter expertise and interpretation of procedures to bankers, leaders, and key business partners
• Responsible for building and maintaining strong relationships with licensed bankers in aligned region in order to enhance participant satisfaction and retention
• Builds strong partnerships with Branch Banking regional leaders including DMs and BMs, Segment Influencers, the Investment Licensing Team, Pre-Registration, registration, recruiters, compliance, as well as other Branch Banking partners.
• Conduct daily pro-active touch points with participants to build relationships, monitor progress to program success measures & objectives
• Plan and deliver a tailored, weekly Welcome Call to impacted bankers and their branch managers
• Demonstrate expertise of all available program tools, resources, and options available to help coach program participants to success
• Maintain adherence to enrollment standards & deadlines, state specific insurance licensing requirements, FINRA securities licensing requirements, and documented business line policies and procedures to ensure program consistency; this includes the use of strongbox and other business line document approval processes & procedures
• Ensure accurate and timely enrollment into ELP and Licensed Banker Development Series training for eligible participants
• Develop and distribute monthly regional executive reports to promote program awareness and proactive management outreach to participants; develop & distribute monthly best practices update to recruiters focusing on awareness & improvement
• Conduct routine meetings with all partners regarding national and regional program developments, trends, and opportunities to ensure understanding and alignment with program guidelines and priorities
• Collaborate and influence across the business to support the achievement of licensed banker hiring goals
• Conduct weekly review of participant pipeline. Proactively follow-up with recruiting, Pre-Registration, registration, L&D partners to address operational issues including delays and missing information related to new hire experience
• Identify & address regional or national workflow issues and leverage resources to avoid delays that could impact the participant experience; adhere to all documented SOPs stored on the ALC shared drive; recommend & drive SOP enhancements when required
• Ensure daily documentation of participant activities in ALC SharePoint site Timely entry of data, copious notes for participants, run required reports
• Provide consistent application of all approved license banker program communications

Required Qualifications:

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

Desired Qualifications:

• Ability to communicate confidentially and professionally
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to manage human resources partner priorities from a strategic and tactical level
• Ability to organize and manage multiple priorities
• Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
• Experience conducting program meetings, presentations and status reporting
• Experience working with changing priorities and deadlines
• Intermediate Microsoft PowerPoint and Excel skills
• Knowledge and understanding of project management methodologies, processes, and tools
• Knowledge and understanding of SharePoint
• Knowledge and understanding of the retail banking environment and affluent client markets
• Knowledge of regulatory compliance requirements, FINRA, and securities licensing
• Strong negotiation and leadership abilities
• Strong project management, vendor management, and research skills
• Strong relationship management skills
• Strong time management skills and ability to meet deadlines
• Strong, clear and concise written and oral communication skills
• A BS/BA degree or higher

Job Expectations:

• This position offers a hybrid work schedule

Posting Locations:

• 401 S Tryon St. CHARLOTTE, NC 28202
• 550 S 4th St MINNEAPOLIS, MN 55415
• 2700 S Price Rd CHANDLER, AZ 85286

Required locations listed above. Relocation assistance is not available for this position.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

• Support the operations of a specific business line
• Administer programs, projects, or processes specific to the business
• Manage requests from vendors, sponsorships, company funding, and special programs
• Perform business operations that are administrative in nature
• Facilitate efficiency, quality, cost effectiveness of solutions, and escalate concerns related to the assigned operation
• Provide subject matter knowledge and interpretation of procedures to key business partners
• Coordinate and monitor implementation and maintenance of processes, procedures, and policies
• Interact with immediate Strategy and Execution colleagues on operational initiatives
• Provide support for a variety of diverse support functions for multiple business groups or a specific line of business
• Responsible for supporting ongoing success of Wells Fargo’s licensed banker integration strategies including the licensed banker program
• Serve as primary point of contact for CSBB licensing participants and line managers to help guide and support all applicable new hire activities related to licensing and specialty training
• Provide subject matter expertise and interpretation of procedures to bankers, leaders, and key business partners
• Responsible for building and maintaining strong relationships with licensed bankers in aligned region in order to enhance participant satisfaction and retention
• Builds strong partnerships with Branch Banking regional leaders including DMs and BMs, Segment Influencers, the Investment Licensing Team, Pre-Registration, registration, recruiters, compliance, as well as other Branch Banking partners.
• Conduct daily pro-active touch points with participants to build relationships, monitor progress to program success measures & objectives
• Plan and deliver a tailored, weekly Welcome Call to impacted bankers and their branch managers
• Demonstrate expertise of all available program tools, resources, and options available to help coach program participants to success
• Maintain adherence to enrollment standards & deadlines, state specific insurance licensing requirements, FINRA securities licensing requirements, and documented business line policies and procedures to ensure program consistency; this includes the use of strongbox and other business line document approval processes & procedures
• Ensure accurate and timely enrollment into ELP and Licensed Banker Development Series training for eligible participants
• Develop and distribute monthly regional executive reports to promote program awareness and proactive management outreach to participants; develop & distribute monthly best practices update to recruiters focusing on awareness & improvement
• Conduct routine meetings with all partners regarding national and regional program developments, trends, and opportunities to ensure understanding and alignment with program guidelines and priorities
• Collaborate and influence across the business to support the achievement of licensed banker hiring goals
• Conduct weekly review of participant pipeline. Proactively follow-up with recruiting, Pre-Registration, registration, L&D partners to address operational issues including delays and missing information related to new hire experience
• Identify & address regional or national workflow issues and leverage resources to avoid delays that could impact the participant experience; adhere to all documented SOPs stored on the ALC shared drive; recommend & drive SOP enhancements when required
• Ensure daily documentation of participant activities in ALC SharePoint site Timely entry of data, copious notes for participants, run required reports
• Provide consistent application of all approved license banker program communication