About this role:

Wells Fargo is seeking an experienced Advisor Onboarding Training Leader to shape the growth and success of our experienced advisor onboarding team and the Financial Advisors we support. This role is pivotal in ensuring our team members and new recruits have the tools, knowledge, and confidence to thrive.  As the Training Leader, you will design and deliver customized training programs, onboard new team members, and oversee the development of training materials for incoming Financial Advisors. You’ll partner with operational and enterprise leaders to stay ahead of business changes, drive accountability for training initiatives, and create efficiencies that reduce risk and enhance performance.  This position offers the opportunity to influence strategy, lead a high-performing team, and make a direct impact on advisor transitions. If you are passionate about learning, leadership, and operational excellence—and thrive in a fast-paced, collaborative environment—we invite you to join us.

In this role, you will:

• Develop customized training plans for the Experienced Advisor Onboarding team to ensure necessary knowledge basis is achieved.

• Onboard new team members to the team to assist with their fluency in the position.

• Drive accountability for assigned training initiatives, limit risk exposure, and create efficiencies as appropriate.

• Own and review training materials and approach for new Financial Advisor recruits we support.

• Partner with operational and enterprise leaders to learn of new changes in the business that the team will need to be aware of.

• Assist with data management request of the team.

• Collaborate and consult with members of the Experienced Advisor Onboarding team and team leaders to drive strategic initiatives

• Influence, guide and lead less experienced strategy and execution staff within the group

• Travel onsite to train team members while on transition.

Required Qualifications:

• 5+ 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:

• Experience with onboarding financial advisors to the firm.

• Experience in problem analysis, solution implementation, and change management

• Excellent verbal, written, and interpersonal communication skills

• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management

• Ability to work effectively in a team environment and across all organizational levels

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 compliance 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 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 offer is contingent upon successful completion of a background investigation (both domestic and international, if applicable) which may include fingerprinting, required regulatory reviews and ongoing regulatory and compliance requirements, additional screening and self-reporting of certain incidents for continued employment. All employees must also meet Wells Fargo’s fidelity bond requirements. Your start date may change depending upon the time it takes to complete this process.

• Section 19 of the Federal Deposit Insurance Act prohibits Wells Fargo from hiring any person who has been convicted of a criminal act involving dishonesty, breach of trust, or money laundering (including distribution, manufacturing, or trafficking in controlled substances), unless the person has received prior written consent from the FDIC or the offense meets the FDIC’s de minimis criteria. Under Section 19, disqualifying criminal records include convictions that have not otherwise been completely expunged as well as entry into pre-trial diversion or similar programs with respect to such crimes. Information regarding Section 19 as well as the FDIC waiver process can be found on the FDIC’s website ttps://www.fdic.gov/regulations/laws/FORMS/section19.html). 

• This position may require you to meet FINRA registration requirements, which states that Associated Persons (AP) cannot be subject to statutory disqualification, in addition to regulatory and compliance requirements, including successful completion of criminal and regulatory checks and disclosure reviews

• 50% Travel

Posting Location:

• Saint Louis, MO

• Charlotte, NC

• Minneapolis, MN

• Preferred location(s) listed above. Other locations within the Wells Fargo footprint may be considered.