Business Execution Consultant

About this role:

Wells Fargo Wealth & Investment Management's Branch Infrastructure group is seeking a Business Execution Consultant with passion around the intersection between client service and data driven decision-making. This individual will partner with the Private Bank (TPB) Flag Support team and broader Branch Infrastructure leadership to execute TPB qualification decisions for some of WIM's most valuable clients. Additionally, the individual will have the opportunity to partner with our Data Analytics teams to drive actionable data insight related to client relationships, their intersection with brokerage household constructs, and strategic categorization decisions. The role will also partner with the rest of the team in working across WIM to operationalize enhanced service offerings. This individual should arrive with an enterprising mindset, willing to help the team execute on our baseline objectives of evaluating TPB candidate submissions, but also actively participate in changing the current operating environment to enhance efficiency and better meet our client needs.

In this role, you will:

• Evaluate client asset portfolios to determine eligibility for The Private Bank.
• Provide guidance to Relationship Mangers regarding client acceptance to The Private Bank.
• Partner with leadership to enhance client grouping (e.g. Household, Relationship) categorization and strategy.
• Manage and inventory documentation and artifacts related to strategic client segmentation decisions.
• Act as a subject matter expert for annual and ad hoc projects.
• Analyze large data sets and present findings to determine client offerings.
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Provide work direction to less experienced Strategy and Execution staff

Required Qualifications:

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years data analysis experience
• Advanced Microsoft Office skills (Excel, PowerPoint, SharePoint, Visio)
• Ability to create and deliver dynamic presentations
• Experience assessing problems and partnering across an organization with all levels of Leadership to provide actionable data insight
• Ability to review and recommend more efficient processes
• Ability to organize and prioritize work to meet deadlines
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of wealth management

Job Expectations:

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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.
• 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 not eligible for Visa sponsorship.

Job Location:

• 550 S Tryon St – Charlotte, North Carolina
• 550 S 4th St – Minneapolis, Minnesota

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$73,100.00 - $129,900.00

Posting End Date:

22 Apr 2025

*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.

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.