Wells Fargo
CIB & CB Client Lifecycle Management Lead Business Execution Consultant
Be an Early Applicant
The consultant will lead cross-functional initiatives in strategy, planning, and execution to enhance client lifecycle management and risk management.
About this role:
Wells Fargo's CIB & CB Client Lifecycle Management (CLM) team is seeking a Lead Business Execution Consultant to help drive Program Planning and Business Execution so that we successfully achieve target outcomes of helping customers, growing business, and improving risk management. The CLM program will achieve these outcomes by deploying new technology and capabilities, improving processes, simplifying requirements, and partnering across businesses and functions.
This role is seeking someone who excels at:
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.
$119,000.00 - $224,000.00
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.
31 Jul 2025
* 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.
Wells Fargo's CIB & CB Client Lifecycle Management (CLM) team is seeking a Lead Business Execution Consultant to help drive Program Planning and Business Execution so that we successfully achieve target outcomes of helping customers, growing business, and improving risk management. The CLM program will achieve these outcomes by deploying new technology and capabilities, improving processes, simplifying requirements, and partnering across businesses and functions.
This role is seeking someone who excels at:
- independently engaging and effectively influencing partners, including senior leaders, and building strong, mutually collaborative relationships in the process
- being a data-driven, execution-oriented, strategic problem solver who can develop, manage, and execute project plans aligned with target outcomes
- applying strong process-thinking skills to understand connectivity and gaps across process, people, and technology
- Lead and participate in cross functional initiatives and activities to strategize, plan, and execute a variety of programs and initiatives
- Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
- Design and lead routines to maintain visibility and alignment to initiative/program status, risk items, and actions needed
- Review strategic approaches and effectiveness of support function and business performance
- Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
- Facilitate decision making and issue resolution in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, to support implementation of developed solutions and plans
- 5+ 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
- Knowledge of Wholesale Banking products (Lending, Markets, Deposits, etc.)
- Experience in areas related to wholesale client onboarding and servicing
- Someone who has an execution-based consultant mindset Management consulting experience, or equivalent
- Product roadmap and/or business strategy development experience
- Demonstrated ability to operate and thrive in an agile working environment, and to transition existing non-agile teams to an agile and autonomous way of working
- Ability to communicate effectively, in both written and verbal formats, with senior executive level leaders
- Ability to assess issues, make quick decisions, implement solutions, and influence change
- Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans and solutions
- Experience delivering results in a fast-paced, deadline driven environment
- Experience managing and executing initiatives in a large enterprise environment
- Excellent verbal, written, and interpersonal communication skills
- Outstanding problem solving and decision-making skills
- Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
- Ability to organize and manage multiple priorities
- Ability to generate, review, edit, and distribute executive level reports
- Strong analytical skills with high attention to detail and accuracy
- Must be able to comprehend, analyze, and interpret documents with the ability to note critical takeaways
- Proven ability to understand the needs and interests of different target audiences
- Works independently while keeping management informed
- Visa sponsorship is not available
- 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 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
- 550 S Tryon St. - Charlotte, North Carolina 28202
- 333 Market St. - San Francisco, California 94105
- San Francisco, California 94105 - $143,000 - $224,000
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.
$119,000.00 - $224,000.00
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
31 Jul 2025
* 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.
Top Skills
Access
Excel
Microsoft Office (Word
Outlook
PowerPoint
Project)
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
Similar Jobs at Wells Fargo
Fintech • Financial Services
The Personal Banker will engage customers, assist with account openings, and provide banking solutions while fostering strong customer relationships and addressing financial needs.
Fintech • Financial Services
The Associate Product Manager will support Packaged Investment Products, manage onboarding, enhance client experience, collaborate with teams, and ensure compliance.
Top Skills:
Financial Services SoftwareMS OfficeTrading Systems
Fintech • Financial Services
As a Commercial Loan Booking Representative, you will review, book, and fund commercial loans, assist with closing activities, manage portfolios, and ensure compliance with regulations.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus