About this role:

Wells Fargo is seeking an Onboarding Services Associate (Business Execution Associate) who will provide support to the Independent Solutions Transition Services team for Channel Transfers as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.  

In this role, you will:

Provide support to the Transition Team including Financial Advisor (FA) transitions to Independent Solutions and onboarding Financial Network (FiNet) staff in the field and internsParticipate 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 groupsReview basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunitiesReceive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiativesPerform day to day activities include running background checks, submitting system access requests, sending new office packets, etcCollaborate and consult with mid-level managers or cross-functional business partners

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:

Ability to organize and prioritize work to meet deadlinesExcellent verbal, written, and interpersonal communication skillsStrong analytical skills with high attention to detail and accuracyAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantIntermediate Microsoft Office Excel skillsKnowledge and understanding of financial industry associated regulatory standards and agenciesExposure to Wells Fargo First Advantage System (FADV), Associate Profile System (APS), and Contingent Resource System (CRS) systemsExposure to Wells Fargo SmartStation applicationKnowledge and understanding of Salesforce

Job Expectations:

This position is not eligible for Visa sponsorship.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.Specific compliance policies may apply regarding outside activities 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.

Job Location:

2801 Market Street - Saint Louis, MO 63103

Posting End Date: 

25 Jul 2025

*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.