Business Execution Consultant

Wells Fargo Wealth & Investment Management

Wells Fargo Wealth & Investment Management provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.

WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services.

Banking, Lending & Trust COE
As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization.  This position will sit within the Deposits & Treasury Management organization.

About this role:

Wells Fargo is seeking a Business Execution Consultant to join our Wealth Treasury Management within Wealth & Investment Management. Learn more about career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Provide support for the ongoing product and pricing management for Treasury Management services
• Develop, implement, execute and maintain processes, controls, and policies necessary for the correct functioning of the Treasury Management product portfolio including the implementation of new accounts
• Ensure products and programs adhere to regulations and policies; oversee product risk management to ensure effective controls, meet deliverables, and drive new initiatives
• Plan and support strategic initiatives, using proficient analytical skills, foundational knowledge of Change Management execution, and understanding of WIM business
• Identify, and advocate for any relevant modification thereof, opportunities and strategies for process improvement and risk control development in order to ensure operational excellence and process efficiency
• 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
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Collaborate and consult with leaders and executive management

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 in Treasury Management
• Experience in Wealth Management or other Financial Services
• Strong leadership skills, with the ability to influence key decision makers and foster effective partnerships
• Strong prospecting, sales, negotiation, and influence skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Solid problem solving skills
• Ability to follow policies, procedures and regulations
• Aptitude to quickly and effectively develop knowledge of products, pricing strategies, risk management, technical tools and sales processes.
• Capacity to manage multiple projects and priorities simultaneously
• Ability to be flexible and adapt to an evolving Business environment
• Working knowledge of Treasury Management systems (e.g., Account Analysis, AES, ARTi, Commercial Electronic Office (CEO), iTrac, Legal Wizard, Phoenix, TM Pricer, and UAM).
• A high level of comfort working with ambiguity or uncertainty and converting information into quantifiable concepts

Job Expectations:

• Voice and email based role to support investment professionals
• Participate/lead product overviews
• Answer calls from investment professionals and share information / data
• Develop product and tool expertise

• 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.

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.

Posting End Date:

*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.