Wells Fargo is seeking a Lead Business Execution Consultant for the RIA Solutions Team as part of Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com
In this role, you will:
- Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
- Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
- Review strategic approaches and effectiveness of support function and business performance
- Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area
- Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
- Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
- Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
- Influence, guide and lead less experienced Strategy and Execution staff within the group
Required Qualifications:
- 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
Desired Qualifications:
- 3+ years of experience working in the Financial Services Industry in an investments product or similar role
- 3 + years of direct experience at an RIA or RIA custodian
- Requires understanding of business practice management, investment products and fintech expertise in RIA marketplace including:
- Direct knowledge of RIA fintech platforms
- Direct knowledge building RIA practice management programs
- Direct knowledge of investment products including SMA, and Alternative investments
- Understanding of banking and lending solutions
- Provides competitive intelligence of custody landscape
- Strong presentation skills
- Excellent program management and organization skills including the ability to manage across multiple projects and partners.
- Excellent verbal, written, and interpersonal communication skills
- Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
- Experience operating effectively in a geographically dispersed organization
- Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management
- Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment
Job Expectations:
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
- This position offers a hybrid work schedule
- Ability to travel up to 10% of the time
Posting Locations:
- St. Louis, MO
- Las Colinas, TX
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
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Parental & Family Support — Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
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Retirement Support — Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
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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.
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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.
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