Client : Wells Fargo
Role : Business Execution Consultant 2 – Supporting Portfolio Management Agile Teams
Supporting
Location : STL preferred, CLT secondary
About this role : Wells Fargo is seeking support for our Portfolio Management Platform team. We have a number of key initiatives supporting the advisory business and the advisory supervision for which various levels of project management and analysis support is needed.
In this role, you will :
- Support the Delivery Leads currently managing Portfolio Management initiatives.
- Support Product Owners with needed project management activities
- Provide project management support for the specific initiatives under our Advisor Directed sub-accounts in Personalized UMA accounts effort
- Produce and update delivery timelines, coordinate status updates, and help communicate key risks and dependencies that have been identified
- Work on status reports, Powerpoint presentations, and data analysis in support of these initiatives
- Provide general support to Product Owners as needed.
Required Qualifications :
6+ months of Project Management and Business Analysis experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, educationDesired Qualifications :
Knowledge and understanding of securities industry and advisoryExperience in project managementStrong collaboration and partnership skillsAbility to work effectively in a team environmentStrong attention to detail and accuracy skillsIntermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skillsAbility to manage process improvement initiativesAbility to identify inefficiencies, opportunities to streamline business process, and implement change, documentation of procedures