Wells Fargo is seeking a Business Execution Associate to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Business Execution Associate will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and resolving emails in the PC&S inbox and escalations. Learn more about the career areas and lines of business 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®.
- Provide how-to and navigational training and assistance through inbound call support and/or inbox and escalations.
- 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 different Product Teams stay ahead of updates as well as raise their hand when issues arise.
- 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.
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:
- Financial services industry experience
- Experience facilitating and delivering education or other related facilitation experience such as group meetings or presentations
- Coaching and training experience in the financial services industry
- Knowledge and understanding of sales and marketing: growing a business or portfolio of clients
- Experience supporting Advisor Gateway, Client Management, Client Reporting, and Mobility applications
- Customer service focus with the ability to listen to customer needs and recommend best practices
- Basic Microsoft Excel skills
- Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
Job Expectations:
- This position is not eligible for Visa sponsorship.
- This position offers a hybrid work schedule.
- 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, 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.
Job Location:
2801 Market St., F & L Bldg. St. Louis, Missouri
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What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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