Wells Fargo is seeking a Business Execution Associate as part of the Advisory Fee Billing team within Wealth and Investment Management Operations. The Advisory Fee Billing team supports the fee process which includes quarterly billing, exception processing, and manual billing adjustments. The Associate will assist with driving forward projects and collaborating with other key partners to automate tasks when applicable, identifying inefficiencies and streamlining operational processes.
Learn more about our career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
Collaborate and consult with mid-level managers or cross-functional business partners
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:
6+ months of brokerage experience
6+ months of advisory fees experience
Experience with researching, developing, writing, and editing operational procedures and documents
Strong project management skills with the ability to handle multiple projects concurrently
BETA experience
Knowledge and understanding of system testing including: creating plans, cases, procedures, scripts, and identifying expected results
Strong organizational, multi-tasking, and prioritizing skills
Leadership skills to influence across all organizational levels to gain commitment to accomplish business goals
Strong attention to detail and strong time management skills
Excellent verbal, written, and interpersonal communication skill
Intermediate Microsoft Excel skills
Job Expectations:
Ability to work a hybrid schedule
Willingness to work on-site at stated location on the job opening
This position is not eligible for Visa sponsorship
Posting Location:
550 S 4th St, Minneapolis, Minnesota
2801 Market St, St. Louis, Missouri
Posting End Date: 5 Jul 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.