Sales Enablement Consultant - Platform Trading Coaching and Support Team

About this role:

Wells Fargo is seeking a Sales Enablement Consultant to join the Platform Trading Coaching and Support team. This role is responsible for coaching and training sessions for Investment Solutions advisory applications used by our teams.

In this role, you will:

• Provide one on one and/or group platform coaching and support for advisory applications

• Act as a subject matter expert on advisory applications for field partners

• Identify opportunities for process improvements within scope of responsibilities or functional area

• Test applications in preparation for release updates

• Analyze performance trends, identify developmental needs and provide coaching techniques and recommendations to improve sales performance

• Act as a business partner in providing necessary tools and resources to sales members to increase the sale of financial products and services

• 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 Sales Enablement colleagues, internal partners and stakeholders, including internal as well as external customers

Required Qualifications:

• 2+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience facilitating and delivering training or other related facilitation experience such as group meetings or presentations

• Experience working with platform trading tools in a brokerage/investments setting

• Customer service focus with the ability to listen to customer needs and recommend best practices

• Knowledge and experience with Advisory Platform and FA Directed Platform

• Knowledge and understanding of financial services industry; prior experience working with client facing teams such Financial Advisors is a plus

• Knowledge and understanding of trading applications / unified advisory tools

• Experience in sales and marketing

• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Ability to travel up to 10% of the time

• 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.

Posting Location:

• 2801 Market Street, F & L Building - Saint Louis, MO 63103

• Required locations listed above. Relocation assistance is not available for this position.

Posting End Date:

17 May 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.

Company: WELLS FARGO BANK

Req Number: R-363873

Updated: Mon May 06 00:00:00 UTC 2024

Location: SAINT LOUIS,Missouri