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Business Execution Associate

  • Strategy & Execution
  • Full time
  • R-333285

About this role:

Wells Fargo is seeking a Business Execution Associate...


In this role, you will:

  • Participate 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 groups
  • Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
  • Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
  • Collaborate and consult with mid-level managers or cross-functional business partners
  • Provide work direction to less experienced Strategy and Execution staff


Required Qualifications:

  • Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • Trading - Trade execution and routing to the client or representative

  • Client reporting Documents - Create & Deliver statements, tax reporting, disclosures, any prospects data & Client letters.

  • Clearing and Reconciliation - Effective and efficient clearing and reconciliation across multiple platforms at the position and transactional levels.

  • Asset Servicing - Service delivered to ensure assets are safeguarded, differentiated by the product and markets in which they reside.

  • Operations Workbench - Delivery of new functionality and remediation of defects.

  • Experience in JIRA and UAT is desired.

Desired Qualifications:     

  • Experience in Agile implementation approach/methodology.

  • General knowledge of Wealth & Investment Management principles, including Trading, Clearing & Reconciliation, Asset Servicing, and Client Reporting

  • Knowledge of SDLC and full lifecycle testing of software development

Posting End Date: 

*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.


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