Market Transition Consultant

Wells Fargo

Change Implementation Consultant supporting experienced advisor onboarding team within Wells Fargo's Wealth & Investment Management. Managing transitions and providing training support.

Posted 7/1/2026full-timeBoston • Massachusetts, Pennsylvania, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Provide assistance at all levels including onsite and remote account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities
Review transition process, forms and documentation, Centralized Asset Transfer call, onsite and remote transition support and training plans
Manage the ongoing relationship with the new advisor and branch during the transition period
Provide onsite and remote training and support to Financial Advisor and support team
Act as subject matter expert and key liaison between the practice, home office support, and business partners including consulting to best serve the new Financial Advisor and client
Provide leadership and guidance to less experienced team members, including onsite shadowing, and ongoing mentoring of new team members
Recommend solutions for complex issues, related to the client, advisor, platform, and process
Assist in maintaining training materials and manuals and quick reference materials
Conduct instructor-led training sessions for newly onboarding advisors and sales associates
Recommend and implement improvements to process and procedures

Requirements

What you’ll need

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Experience providing support to client facing employees
Strong conflict resolution skills
Ability to troubleshoot operational issues
Ability to manage multiple and competing priorities
Ability to work in a time sensitive and often pressured environment
Knowledge and understanding of brokerage industry: products, services, operational policies, systems and procedures
Strong analytical skills with high attention to detail and accuracy

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Operational PoliciesProcess ImprovementDocumentation ReviewAsset TransferAccount OpeningCompliance AnalysisTroubleshootingTraining Material DevelopmentInstructor-Led TrainingAttention to Detail

Soft Skills

Verbal CommunicationWritten CommunicationInterpersonal SkillsTeam CollaborationAdaptability