About this role:

Wells Fargo is seeking a Business Execution Associate for Private Wealth Portfolio Management.

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

Required Qualifications:

6+ months of Business Execution, Implementation, or Strategic Planning experience in a financial industry setting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Experience in Wealth Investment Strategy Products, or equivalent demonstrated through one or a combination of the following: work experience, education.

Job Expectations:

Execute & perform the Control functions by following Control procedures outlined for Private Wealth Portfolio Management

Provide summary reporting for respective Control execution as outlined
Participate in Testing & Audit reviews when required

Adjust business activities when required where Controls may be involved
Participate in issue management support when new Controls are being developed and / or modified

Develop reporting and analytics for the business that may be tied to controls or business reporting.

Collaborate with PWPM Business Execution team and/or Manila team to identify themes with current Controls and assist the team with developing and implementing risk-mitigating strategies, if needed.

Reviews risk management reports related to key risk indicators.  Identifies, escalates and monitors client retention issues. 

Applies investment acumen and continues building knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification, and assists in portfolio and trust deconstructions to support the investment team. 

May provide administrative support such as phone coverage, travel planning, expense reports, etc.  

Amenable to work on a night shift schedule and on an onsite work arrangement (Five NEO, Taguig)

Posting End Date: 

*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.