Wells Fargo is seeking a Business Execution Consultant to join our Agreements Administration team. In this role, you will provide subject matter expertise in Experienced Financial Advisor (FA) Recruiting, FA Succession Planning, and the Firm's Team Program. You will support key business initiatives, drive operational excellence, and lead process improvement efforts across the business. This position also involves guiding moderate-risk deliverables, collaborating with senior leadership, and contributing to the development of less-experienced team members. Learn more about the career areas and lines of business at www.wellsfargojobs.com
In this role, you will:
- Serve as a subject matter expert on Experienced FA Recruiting, Financial Advisor Succession, and the Firm's Team Program
- Lead the administration and due diligence for FA recruiting activities, Succession Program activities, and advising FAs on the Firm's Team Program
- Participate in assigned and ongoing business operations to support achievement of business goals and strategic objectives
- Review and research strategies, action plans, and business processes to improve operational effectiveness while ensuring compliance with performance metrics and policy standards
- Identify opportunities for process improvement by conducting root-cause analysis on compliance issues and business performance metrics
- Utilize independent judgment to manage and guide moderate-risk deliverables across the business
- Present recommendations to develop, implement, and monitor strategic approaches that enhance support functions, business performance, and risk mitigation
- Exercise independent judgment and provide operational guidance across diverse support functions within the business group
- Collaborate and consult with leaders and executive management on strategic initiatives and operational priorities
- Provide work direction, coaching, and support to less experienced Strategy & Execution team members
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 of brokerage or wealth-management industry experience
- Knowledge of Financial Advisor compensation structures, Financial Advisor agreements and related program
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
- Strong analytical and critical-thinking skills, with the ability to develop data-driven recommendations
- Ability to prepare clear, professional reports and present insights to senior leaders
- Strong time-management and organizational skills, with the ability to handle multiple priorities in a fast-paced environment
- Excellent verbal, written, and interpersonal communication skills
- Ability to establish credibility and strong working relationships across teams
- Demonstrated ability to collaborate effectively across business groups
- Comfortable working with leaders at all levels and engaging in strategic discussions
- High-energy, proactive, and adaptable work style with a strong sense of initiative
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.
Job location:
2801 Market St., St. Louis, MO
Similar Jobs
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
Gallery
Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
