Business Execution Consultant - Experienced FA Recruiting and Agreements Administrator

About this role:
Wells Fargo is seeking an Agreement Administrator / Business Execution Consultant to join our Agreements Administration team. In this role, you will provide subject matter expertise in Experienced Financial Advisor (FA) Recruiting, FA Succession Planning, and the Firm's Team Program. You will support key business initiatives, drive operational excellence, and lead process improvement efforts across the business. This position also involves guiding moderate-risk deliverables, collaborating with senior leadership, and contributing to the development of less-experienced team members.
In this role, you will:

• Serve as a subject matter expert on Experienced FA Recruiting, Financial Advisor Succession, and the Firm's Team Program
• Lead the administration and due diligence for FA recruiting activities, Succession Program activities, and advising FAs on the Firm's Team Program
• Participate in assigned and ongoing business operations to support achievement of business goals and strategic objectives
• Review and research strategies, action plans, and business processes to improve operational effectiveness while ensuring compliance with performance metrics and policy standards
• Identify opportunities for process improvement by conducting root-cause analysis on compliance issues and business performance metrics
• Utilize independent judgment to manage and guide moderate-risk deliverables across the business
• Present recommendations to develop, implement, and monitor strategic approaches that enhance support functions, business performance, and risk mitigation
• Exercise independent judgment and provide operational guidance across diverse support functions within the business group
• Collaborate and consult with leaders and executive management on strategic initiatives and operational priorities
• Provide work direction, coaching, and support to less experienced Strategy & Execution team members

Required Qualifications:

• 2+ 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:

• 2+ years of brokerage or wealth-management industry experience
• Knowledge of Financial Advisor compensation structures, Financial Advisor agreements and related program
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
• Strong analytical and critical-thinking skills, with the ability to develop data-driven recommendations
• Ability to prepare clear, professional reports and present insights to senior leaders
• Strong time-management and organizational skills, with the ability to handle multiple priorities in a fast-paced environment
• Excellent verbal, written, and interpersonal communication skills
• Ability to establish credibility and strong working relationships across teams
• Demonstrated ability to collaborate effectively across business groups
• Comfortable working with leaders at all levels and engaging in strategic discussions
• High-energy, proactive, and adaptable work style with a strong sense of initiative
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.
Job location:
2801 Market St., St. Louis, MO
Posting End Date:
6 Mar 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.