Business Execution Associate Private Wealth Portfolio Management

About This Role

Wells Fargo is seeking a Business Execution Associate for Private Wealth Portfolio Management.

In This Role, You Will

• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• Collaborate and consult with mid-level managers or cross-functional business partners
  
  

• 6+ months of Business Execution, Implementation, or Strategic Planning experience in a financial industry setting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  
  

• Experience in Wealth Investment Strategy Products, or equivalent demonstrated through one or a combination of the following: work experience, education.
  
  

• Execute & perform the Control functions by following Control procedures outlined for Private Wealth Portfolio Management
• Provide summary reporting for respective Control execution as outlined Participate in Testing & Audit reviews when required
• Adjust business activities when required where Controls may be involved Participate in issue management support when new Controls are being developed and / or modified
• Develop reporting and analytics for the business that may be tied to controls or business reporting.
• Collaborate with PWPM Business Execution team and/or Manila team to identify themes with current Controls and assist the team with developing and implementing risk-mitigating strategies, if needed.
• Reviews risk management reports related to key risk indicators. Identifies, escalates and monitors client retention issues.
• Applies investment acumen and continues building knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification, and assists in portfolio and trust deconstructions to support the investment team.
• May provide administrative support such as phone coverage, travel planning, expense reports, etc.
• Amenable to work on a night shift schedule and on an onsite work arrangement (Five NEO, Taguig)