About this role:
Wells Fargo is seeking a highly organized and strategic professional to join our team as a Divisional Onboarding Liaison. In this role, you will play a critical part in driving operational excellence and supporting seamless transitions within our branch network. You’ll lead initiatives that enhance efficiency, mitigate risk, and ensure smooth onboarding experiences for new associates. This position requires a strong ability to make informed decisions in complex situations, collaborate across teams, and deliver innovative solutions that improve processes and business performance. If you thrive in a fast-paced environment and enjoy managing projects that make a meaningful impact, this role offers an exciting opportunity to contribute to our success.
In this role, you will:
Branch Transitions: Oversee logistics, documentation, and communication to ensure smooth onboarding for new associates and provide operational oversight throughout the transition process.
Drive Accountability: Lead assigned initiatives, mitigate risk exposure, and identify opportunities to create efficiencies.
Facilitate Decision-Making: Make informed decisions in highly complex situations requiring a deep understanding of the business group’s functional area or products. Support issue resolution and implement developed solutions and plans.
Transition Management: Review strategic approaches, assess effectiveness of support functions, and evaluate overall business performance.
Process Improvement & Feedback: Conduct assessments using data and fact-finding, apply creative problem-solving to complex issues, and develop actionable recommendations.
Communication & Coordination: Collaborate with the Advisor Onboarding team and key leaders to drive strategic initiatives.
Special Projects: Partner on additional projects as assigned.
Required Qualifications:
5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong organizational and project management skills.
Excellent communication and interpersonal abilities.
Ability to manage multiple priorities and meet deadlines.
Proficiency in Microsoft Office Suite and Salesforce (preferred).
Experience in operations or administrative support roles is a plus.
Job Expectations:
Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
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 compliance 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
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Occasional travel for transition-related issues (subject to team needs)
Posting End Date:
31 Dec 2025*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.