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Learning & Development Consultant at Wells Fargo

Learning & Development Consultant

Wells Fargo Charlotte, NC (Onsite) Full-Time
About this role:

Wells Fargo is seeking a Learning & Development Consultant as part of the Learning and Development Team supporting the Wealth and Investment Management group.

In this role, you will:
  • Provide consulting, coaching, and delivery as needed to individual contributors and managers related to the implementation of technical, functional, product skills, or relevant competencies
  • Identify opportunities for process improvements within scope of responsibilities or functional area
  • Review and analyze basic operational assignments that require research, evaluation, and selection of alternatives, exercise independent judgement to guide medium risk deliverables
  • Use knowledge of development programs across a few business disciplines to articulate the interconnectivity and business impact of various learning solutions
  • Partner with instructional design team to develop curricula, courses and materials gathered from consultative needs assessments, learning participants, business opportunities and needs of client groups
  • Provide direction and mentorship to other Learning and Development consultants
  • Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in functional area, policies, procedures, and compliance requirements
  • Collaborate and consult with colleagues, internal partners, and stakeholders, including internal, as well as external customers
Required Qualifications:
  • 2+ years of Learning and Development Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Series 7 and 66 within 180 days of hire
Desired Qualifications:
  • Experience in financial services preferably within Wealth and Investment Management
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 66 (or 63 and 65) and Series 7 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • Experience coaching, developing and mentoring less experienced individuals
  • Experience influencing, partnering, and negotiating with leaders to gain commitment to accomplish business goals
  • Experience collaborating with subject-matter experts from various lines of businesses and instructional designers to ensure training meets the desired learning objectives
  • Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • Registration for FINRA Series 66 (or 63 and 65), Series 7 and SIE must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Position Locations include: Charlotte, NC; Phoenix, AZ; Chandler, AZ; Minneapolis, MN; San Antonio, TX; Irving, TX; West Des Moines, IA
  • Position will require onsite presence in a hybrid arrangement-3 days in the office and 2 days remote
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Recommended Skills

  • Assessments
  • Business Process Improvement
  • Coaching And Mentoring
  • Finance
  • Instructional Design
  • Interpersonal Communications
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Job ID: R-259689-1

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