Business Execution Consultant Client Onboarding & Change Management

Year    KA, IN, India

Job Description

Department Overview:



The Shared services team responsible for maintaining the securities reference data for Security Master, Client on boarding, configuration and DocForce. The team provides the support to the projects to enable the delivery model for Wells Fargo that would help us service our customers faster. The support includes project management, UAT co-ordination and BA activities.



About the Role:



This position will focus on delivering the change portfolio for Product & Strategic Delivery, Shared Services in WFI&P. There will be 2 portfolios in focus-primarily the role will focus on the WFI&P Shared Services (Client Onboarding team) and identify & execute the change portfolio to reduce risk and improve service; secondarily, the role will support onshore Product & Strategic Delivery Team in delivery of their change projects. In addition, the role will provide support to Shared Services Manager in WFI&P Product & Strategic Delivery team.



Responsibilities: • Ability to partner & collaborate with stakeholders located both locally & globally in achieving shared business objectives & goals
• Understand data flows from ingestion to output for covered applications
• Maintain routines to track progress against published project deliverable timelines
• Leverage relationships with Operations, Technology and QA to schedule change delivery
• Support Onshore P&SD to facilitate routine initiative update calls
• Ability to work in US shifts and provide coverage from 8 AM to 5 PM EST (5:30pm to 2:30 am IST)
• Generate and produce meaningful reports including communicating the same in a timely manner to recipients
• Proactively communicate and collaborate with the client and software development team to analyze information needs and functional requirements to deliver the Business Scoping Document
• Understand the business requirements from Product Management and Client. Proven track record in gathering, definition and specification of requirements and excellent documentation skills producing user stories with clear acceptance criteria
• Detailed design walk-through with Product Management and Client and getting Product Management / Client sign-off
• Provide periodic project updates to internal/external stakeholders while being time sensitive to delivery
• Encourage best practices and apply them in the team - responsible for functional product quality.
• Understand Agile practices (daily scrum, iteration planning, retrospective, test driven, model storming) and follow the same.
• Set priority on work product as per the agreed iteration goals.
• Work effectively with other team members by sharing best practices.

Required Qualifications • 6+ years' financial services experience
• Graduate degree or higher / MBA (Preferred)
• The ability to communicate effectively with superiors and colleagues is essential
• Hands on experience on various Client Onboarding systems
• Should be strong in PowerPoint presentations and Visio skills.
• Ability to work in a fast paced deadline driven environment
• Exceptional analytical and conceptual thinking skills.
• Candidates should have Capital Markets experience and have good knowledge on various asset classes like Equities, Fixed income and derivatives etc..
• Should be GOOD at Requirements Gathering, BRD, USE CASES, User Story, UAT etc.
• Gathering requirements and documenting in detail
• Clear communication skills and the ability to explain technical information to non-IT and functional information to IT
• High level of flexibility and ability to adapt to the requirements
• Ability to make quick and informed decisions.
• Extensive experience of participating in the full lifecycle of Agile software development environment

Desired Qualifications: • Experience at a Strategy Consulting firm
• Project Management Experience
• Knowledge in Agile/SDLC Methodologies
• Experience working in international environment
• Experience in UAT coordination across Technology and Business.

Posting End Date:


22 Jul 2024

•Job posting may come down early due to volume of applicants.




We Value Diversity



At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.



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.



Candidates applying to job openings posted in US: 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.



Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.



Applicants with Disabilities



To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .



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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.



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Job Detail

  • Job Id
    JD3393450
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KA, IN, India
  • Education
    Not mentioned
  • Experience
    Year