Lead Business Execution Consultant - Sales Planning & Strategic Initiatives

Sorry, this job was removed at 06:22 a.m. (UTC) on Thursday, Sep 24, 2026
Be an Early Applicant
Irving, TX, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads enterprise strategic initiatives supporting sales planning, coverage strategy, forecasting, performance management, and business execution. Owns projects from planning through implementation, coordinating cross-functional teams, governance, milestones, risks, dependencies, stakeholder engagement, and executive communications. Develops actionable plans, metrics, recommendations, and reporting while driving accountability and adoption across business, sales, analytics, technology, risk, and product partners.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Business Execution Consultant to join the Sales Planning & Coverage team within Sales Planning & Enablement organization. This role will serve as a lead project and initiative owner responsible for driving strategic business initiatives that support sales performance, banker productivity, coverage strategy, business planning, and organizational priorities across Wells Fargo Business Banking.
The role will act as a key liaison across multiple functions, leading complex projects from planning through execution while ensuring alignment, accountability, risk management, and adoption. The successful candidate will combine strong business acumen, strategic thinking, project leadership, and executive communication skills to help deliver critical business outcomes.
This role supports enterprise capabilities related to sales planning, coverage strategy, reporting, forecasting, performance management, and business insights.
In this role, you will:
  • Lead large-scale strategic initiatives and business programs from concept through implementation.
  • Develop project plans, governance structures, milestones, dependencies, and success metrics for high-priority business initiatives.
  • Coordinate cross-functional teams consisting of sales, enablement, operations, analytics, risk, technology, and product partners.
  • Drive initiative execution by facilitating decision-making, monitoring progress, escalating risks, and ensuring accountability.
  • Partner with leaders to assess business opportunities, identify execution implications, and develop implementation strategies.
  • Create executive-level presentations, recommendations, status reporting, and business reviews.
  • Translate strategic objectives into actionable work plans and measurable outcomes.
  • Identify process improvement opportunities that enhance organizational effectiveness and business performance.
  • Support annual planning, sales coverage strategies, business forecasting, and performance management initiatives.
  • Lead readiness, communication, and stakeholder engagement efforts for major organizational and business initiatives.
  • Facilitate enterprise-wide working sessions, steering committees, and governance forums.
  • Influence stakeholders across multiple levels without direct management authority.
  • 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
  • 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:
  • Proven experience leading enterprise-level, cross-functional initiatives within a large financial services organization, preferably supporting Business Banking, Consumer Lending, or related commercial products.
  • Strong background in execution governance and performance management, including OKRs, roadmaps, executive reporting, and senior-leader presentations.
  • Demonstrated ability to identify, manage, and escalate risks and dependencies, with experience partnering closely with Risk, Compliance, Legal, and Control functions.
  • Experience driving strategic alignment and integration across multiple business segments, ensuring priorities are embedded in broader enterprise initiatives and operating cadences.
  • Advanced stakeholder management and influence skills, with a track record of leading through complexity, ambiguity, and matrixed environments.
  • Business Banking experience, with strong understanding of small and mid-size business client needs, lending products, sales practices, and operating models, and the ability to translate those insights into effective enterprise execution and prioritization.
    Posting End Date:
    22 Sep 2026
    *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.
    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
    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.

    Skills Required

    • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent work experience, training, military experience, or education
    • Experience leading enterprise-level, cross-functional initiatives within a large financial services organization
    • Experience with execution governance and performance management, including OKRs, roadmaps, executive reporting, and senior-leader presentations
    • Experience identifying, managing, and escalating risks and dependencies while partnering with Risk, Compliance, Legal, and Control functions
    • Experience driving strategic alignment and integration across multiple business segments in matrixed environments
    • Business Banking experience and understanding of small and mid-size business client needs, lending products, sales practices, and operating models
    • Advanced stakeholder management and influence skills

    Wells Fargo Compensation & Benefits Highlights

    • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
    • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
    • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

    Wells Fargo Insights

    Similar Jobs

    Hybrid
    Cibolo, TX, USA
    205000 Employees
    Hybrid
    San Antonio, TX, USA
    205000 Employees
    Hybrid
    China Grove, TX, USA
    205000 Employees

    Wells Fargo Logo Wells Fargo

    Personal Banker at Woodridge

    Fintech • Financial Services
    Hybrid
    Houston, TX, USA
    205000 Employees
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    HQ: San Francisco, CA
    205,000 Employees
    Year Founded: 1852

    What We Do

    Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 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 continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

    Gallery

    Gallery
    Gallery
    Gallery
    Gallery

    Wells Fargo Offices

    Hybrid Workspace

    Employees engage in a combination of remote and on-site work.

    Typical time on-site: 3 days a week
    HQSan Francisco, CA
    Bangalore, Bangalore
    Belfast, GB
    Bengaluru, Karnataka
    Chandler, AZ
    Charlotte, NC
    Technology Center
    Hyderabad, Telangana
    Irving, TX
    New York, NY
    New York, NY
    Phoenix, AZ
    Learn more

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account