About The Position

Wells Fargo is seeking a Learning and Development Consultant in Human Resources as a part of Talent Management and Learning. This position will train, mentor and coach employees to successful passing of their series and insurance licensure. This position will coach licensing candidates for study strategies and test – taking skills, monitor progress and guide individuals toward focus areas of improvement. 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. Partners with vendors to develop curricula, courses and materials gathered from consultative needs assessments, learning participants, business opportunities and needs of client groups. Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in functional areas, policies, procedures, and compliance requirements. Collaborate and consult with colleagues, internal partners, and stakeholders, including internal, as well as external customers.

Requirements

  • 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.
  • Active Financial Industry Regulatory Authority (FINRA) Series 7 (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Nice To Haves

  • Experience in financial services, preferably within Wealth and Investment Management environments.
  • Applies intermediate accounting knowledge to support accurate analysis and decision making.
  • Provides coaching, development, and mentorship to less experienced team members.
  • Influences, partners, and negotiates effectively with leaders to gain alignment on business priorities.
  • Collaborates with subject matter experts across multiple business lines and with instructional designers to ensure training meets learning objectives.
  • Communicates clearly through strong verbal, written, and interpersonal skills.
  • Utilizes Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and Access, with proficiency.
  • Demonstrates strong analytical capabilities, including Power BI, Power Apps, Excel, and DAX.

Responsibilities

  • 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.
  • Partners with vendors to develop curricula, courses and materials gathered from consultative needs assessments, learning participants, business opportunities and needs of client groups.
  • Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in functional areas, policies, procedures, and compliance requirements.
  • Collaborate and consult with colleagues, internal partners, and stakeholders, including internal, as well as external customers.
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