Chicago Chapter
Debra Gordon Woods
(President - Chicago Chapter)
The Williams Capital Group, LP
625 N. Michigan Avenue, Suite 1740
Chicago, IL 60604
Tel: (312) 654-4568
Fax: (312) 654-4570
Email:
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Website Link: Chicago Chapter Page
NASP Chicago Office
28 East Jackson Blvd.,
Building 10-C120
Chicago, IL 60604
Tel: (312) 494-2628
Product Management Manager 3, FSG
Hiring Manager, David Hopkins
Functional Title: Director of Service and Execution-FSG.
Wells Fargo Advisors headquartered in St. Louis, MO offers a nationwide network of full-service retail brokerage offices, e-commerce and discount brokerage services, and fully-disclosed clearing services.
Lead efforts across Wells Fargo Advisors Financial Services Group (FSG) to drive excellence in execution and service. FSG is a division within Wells Fargo Advisors comprising product support, research and advice, trading desks, financial planning, client-direct channels (internet/phone), banking services and Financial Advisor workstation. This position will lead process improvement diagnostics and implementation projects. Lead the Service Excellence efforts in FSG.
Initially the primary focus of this position will be to:
- Establish and lead the Voice-of-the-Customer Initiative in FSG.
- Develop and manage regular Key Performance Indicator (KPI) reporting at the consolidated FSG level. Coordinate KPI development and reporting across FSG operating units.
- Coordinate efforts across FSG to access offshore resources to supplement operational teams.
- Maintain execution timetable reporting.
- Coordinate and project- manage Product Simplification efforts.
- Primary nexus point in FSG regarding Service and Execution.
Basic Qualifications:
- 7+ years product development and management experience and 6+ years management experience.
Minimum Qualifications:
- 5+ years project management experience leading multiple complex projects simultaneously
- Experience providing strategic direction and collaborating with multiple cross-business functions.
- Experience with process and project implementations and improvements including experience leading a major change effort or redesign project.
- Proven strong relationship building and collaboration skills with the ability to engage and influence others in all levels of organization toward common business objectives
- Demonstrated problem solving and negotiation skills, excellent business and financial acumen.
- Detail oriented with solid analytical skills and ability to synthesize data
Preferred Qualifications:
- 5+ years experience in retail brokerage operations and products.
- Consulting experience preferred
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