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Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:Building enduring client relationships through sound, thoughtful, and objective advice
Developing individualized plans for clients to help meet their financial objectives
Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:Wells Fargo Private Bank serves high-net-worth individuals and families.
Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.The WIM Policy Office is hiring a Business Initiative Consultant 3 to support the WIM Policy Office Program and reporting requirements. The Policy Office works to ensure Wells Fargo Enterprise Policy and Procedures are reviewed and implemented within the various Wealth & Investment Management Lines of Business. We partner closely with Policy Owners, Compliance, Control Executive and program owners within WIM and report to the Chief Administrative Office.Key Responsibilities of the Business Initiatives Consultant include:Create or enhance current reporting within WIM Policy office to report on status of policy reviews, implementations, exceptions and violations utilizing tools available
Create and maintain procedures, workflows, contact lists and process maps for the WIM Policy Office supporting both enterprise and business level documentation.
Lead enterprise and business initiatives that impact Policy Management for WIM which may include development of content to support training and communication needs, development of timelines and action plans, and development of reporting specific to the initiative
Facilitate request from enterprise partners for subject matter experts within WIM including assignment of WIM Policy Office team member to support and maintenance of SharePoint list for tracking
May support policy review and implementations as needed
Required Qualifications8+ years of experience in one or a combination of the following: project management, implementation, or strategic planning
Desired QualificationsExperience testing policy and procedures/control testing
Financial services industry experience
Ability to prepare presentations, management reporting, and statistical analysis
Excellent verbal, written, and interpersonal communication skills
Facilitation skills, including ability to facilitate decision-making and broker agreements amongst diverse, differing, and/or conflicting perspectives/priorities
Knowledge and understanding of database management, reporting, and analysis functions
Knowledge and understanding of metrics based analysis: reporting and trend analysis
Knowledge and understanding of operations strategy and policy development
Knowledge and understanding of project coordination: client interface, data management, reporting, review, and analysis
Knowledge and understanding of project management principles: tracking deliverables and coordinating tasks and activities : deliverables
Strong analytical and technical skills
Experience in corporate-wide policy governance, maintenance and governance of the plans, playbooks and policies
Experience in policy implementation
Other Desired QualificationsPrior experience in the following: WIM, Policy Management related role, risk management experience within WF and working with policies, procedures and other documentation created by business, proven success with implementation of policies, etc.
Can work independently with little supervision, role requires someone to be able to multi-task and be able to be flexible in dynamic environment
Excellent use of applications including: Excel, Word, Power point, Visio
DisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefitsVisit https://www.wellsfargo.com/about/careers/benefits for benefits information.Company: Wells FargoReq Number: 5601054-2Updated: 2021-09-23 01:33:13.568 UTCLocation: West Des Moines,IA
Vacancy expired!