JobsImplementation ConsultantNew YorkChange Implementation Consultant

Wells Fargo

Posted 3 days ago

Change Implementation Consultant

Wells Fargo · New York, New York, United States

Full-timeOn site2-5 yrs$82k–$125kListed as no visa sponsorship
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In short

The consultant will support the division by managing the recruitment, onboarding, and integration of financial advisors while applying project management methodologies to complex implementations. They will also collaborate with cross-functional teams to improve processes, provide training, and ensure compliance with regulatory requirements.

What they're looking for

MUST-HAVE SKILLS

Change implementationProject managementData mappingProcess improvementProduct developmentRisk managementComplianceFinancial advisor support

ALSO MENTIONED

Change ImplementationWealth ManagementProject ManagementFinancial AdvisorsData MappingProcess ImprovementProduct DevelopmentRisk ManagementRegulatory ComplianceFINRA

Candidates must have at least 2 years of change implementation experience or equivalent professional training. Strong analytical, communication, and collaboration skills are required to manage projects effectively in a fast-paced environment.

About Wells Fargo

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Questions about this role

Is this Wells Fargo role remote?
Tagged on site.
What does it pay?
The posting lists $82,000–$125,000 a year.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 2-5 years.

The posting, in full

Wells Fargo is seeking a Change Implementation Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. Prepare, equip, and support the division in meeting assigned metrics. This would include but is not limited to recruiting, onboarding, integration and retention of Financial Advisors and their teams if applicable over $1M; adopting these strategies throughout the division where applicable which includes the design and implementation of these best practices for business changes, products, and transformations

▶ READ THE FULL POSTING

About this role

Wells Fargo is seeking a Change Implementation Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will

Prepare, equip, and support the division in meeting assigned metrics. This would include but is not limited to recruiting, onboarding, integration and retention of Financial Advisors and their teams if applicable over $1M; adopting these strategies throughout the division where applicable which includes the design and implementation of these best practices for business changes, products, and transformations

Apply project management methodology to facilitate complex implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery

Review basic knowledge transfer, data mapping, and account movement while exercising independent judgment to guide strategic initiatives that impact multiple systems

Identify and provide effective training methods

Participate in process improvement or product development and enhancement activities

Present recommendations for resolving data, logistics, project support issues, and exercise independent judgment while developing experience in risk and compliance requirements

Collaborate and consult with peers, management, technology, and compliance

Required Qualifications

2+ years of Change Implementation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Strong analytical skills with high attention to detail and accuracy
  • Ability to partner and collaborate with all levels of associates and leadership

Client services experience

Excellent verbal, written, and interpersonal communication skills

Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions

Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Ability to work in a fast-paced deadline driven environment

Job Expectations

Specific compliance policies may apply regarding outside activities and/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.

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply 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.

This position is not eligible for Visa sponsorship.

Posting Location: 500 W 33rd Street, New York, NY 10001

  • *While New York, NY is listed, other locations will be considered.**

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $82,000.00 - $125,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

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

Posting End Date

  • 4 Oct 2026
  • 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.

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.

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This listing comes from Wells Fargo's own careers site. Apply links go to the employer. Last checked 5 Oct 2026.