Wells Fargo

Learning & Development Consultant – Talent Management, Learning Investment Licensing

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Montana • North Carolina • United States

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About the role

  • 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.
  • 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.
Benefits
  • This position is not eligible for Visa sponsorship
  • Relocation assistance not available for this position.
  • Candidates must successfully complete and pass a background check prior to hire.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Learning and Development ConsultingIntermediate AccountingAnalytical CapabilitiesCoachingMentorshipProcess ImprovementCurriculum DevelopmentResearch and EvaluationDecision MakingNegotiation
Soft Skills
CommunicationCollaborationInfluencingInterpersonal SkillsIndependent JudgementConsultationPresentation SkillsStakeholder EngagementAlignment on Business PrioritiesTeam Development
Certifications
FINRA Series 7FINRA Recognized Equivalents