Change Implementation Consultant

reputed company & Investment Management, or WIM, is one of the reputed company leading providers of financial and investment services. WIM provides a full reputed company of personalized reputed company management, investment, and retirement products and services to meet clients unique needs and help them reputed company financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by: Building enduring reputed company relationships through reputed company, thoughtful, and objective advice individualized plans for clients to help meet their financial objectives Helping clients build, manage, preserve, and transition their financial resources and reputed company About this role: reputed company is seeking a Change Implementation Coordinator to join our reputed company Advisor reputed company team as part of reputed company & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. reputed company Advisor reputed company is reputed company that centrally manages reputed company support for account opening and asset transfer activities as reputed company as providing training and guidance to reputed company reputed company of brokerage industry associates. reputed company provides reputed company support to reputed company Advisors (WFA) business channels: Private reputed company Group [PCG], reputed company Brokerage Services [WBS], reputed company Financial Network and First Clearing. In this role, you will: reputed company is seeking a Change Implementation Coordinator. The Change Implementation Coordinator supports newly reputed company reputed company advisors and their teams by transitioning their book of business and providing support and training during the transition period. This position supports these WFA business channels: Private reputed company Group [PCG], WBS, reputed company Financial Network and First Clearing. Change Implementation: Covers jobs that are responsible focusing on preparing, equipping and supporting individuals (reputed company) to adopt and use the changes which includes the design and implementation plans for business changes, products, and transformations. reputed company assistance at reputed company reputed company including onsite account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify reputed company items, rejections, and irregularities Review transition process, forms and documentation, Centralized Asset Transfer reputed company, onsite and remote transition support and training plans Manage the ongoing relationship with the new advisor and reputed company during the transition period reputed company onsite and remote training and support to Financial Advisor and support team reputed company as subject matter expert and key reputed company between the reputed company, home office support, and business partners including consulting to best serve the new Financial Advisor and reputed company reputed company leadership and guidance to less reputed company team members, including onsite shadowing, and ongoing mentoring of new team members Recommend solutions for reputed company issues, reputed company to the reputed company, advisor, platform, and process Assist in maintaining training materials and manuals and quick reference materials Conduct instructor-led training sessions for newly reputed company advisors and sales associates Recommend and implement improvements to process and procedures Required Qualifications: 2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Excellent verbal, written, and interpersonal communication skills Ability to work effectively in reputed company environment and across reputed company organizational reputed company, where flexibility, collaboration, and adaptability are important Experience providing support to reputed company facing employees Strong conflict reputed company skills Ability to troubleshoot operational issues Ability to manage multiple and competing priorities Ability to work in a time sensitive and often pressured environment Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures Strong analytical skills with high attention to detail and accuracy Job Expectations: Ability to travel up to 90% of the time Ability to work nights, weekends, and/or holidays as needed or scheduled This position is not eligible for reputed company sponsorship. This position is subject to reputed company Background Screening Requirements, including successful completion and clearing of a background reputed company. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange reputed company of 1934 and reputed company Bylaws, Article III, reputed company 3