Wells Fargo is seeking a RIA Business Execution Consultant to support strategic initiatives within the Registered Investment Advisor (RIA) segment. This role partners with senior leadership to define, build, and execute large-scale, cross-functional business initiatives, including practice transformation, business management frameworks, and enterprise change efforts.
The ideal candidate thrives in ambiguity, can build structure from the ground up, and brings strong expertise in change management, business operations, and practice evolution, ensuring sustainable adoption of new processes, tools, and capabilities.
In this role, you will:
- Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business
- Lead practice change and business transformation efforts, helping advisor-facing teams evolve operating models, workflows, and client engagement approaches
- Design and implement business management frameworks, including performance tracking, operational governance, and KPI monitoring
- Drive change management strategies, ensuring successful adoption of new processes, tools, and technologies through stakeholder engagement, communication, and training
- Build and scale new programs and processes from ambiguity, translating evolving business needs into structured execution roadmaps
- Translate complex business and technical requirements into actionable plans, partnering closely with technology teams to design and deliver scalable solutions
- Lead cross-functional execution across business, technology, operations, and external partners, ensuring alignment with enterprise strategy
- Facilitate leadership forums, governance routines, and steering committees to drive decision-making, prioritization, and accountability
- Develop executive communications, reporting, and insights, using data and analytics to measure performance and inform strategy
- Act as a liaison between business and technical teams, ensuring clarity, alignment, and successful delivery outcomes
- Provide direction and influence to cross-functional teams, driving execution through collaboration in a matrixed environment
- 7+ 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
- Experience supporting RIA, Wealth Management, or Financial Advisor practice environments
- Demonstrated expertise in change management methodologies and driving enterprise or business-line transformation initiatives
- Experience with practice management and advisor business models, including operational efficiency and client service enhancements
- Proven ability to build business processes, frameworks, or programs from the ground up in ambiguous environments
- Strong business management experience, including planning, performance measurement, and operational governance
- Advanced analytical and problem-solving skills, with the ability to generate data-driven insights and recommendations
- Strong executive communication skills, including development of presentations for senior leadership audiences
- Ability to translate complex business and technical needs into clear, actionable requirements
- Experience partnering with technology teams, vendors, and third-party providers
- Hands-on experience with Salesforce or similar CRM platforms, including implementation, optimization, or build-out efforts
- Proven ability to influence stakeholders and drive alignment across multiple levels of the organization
- Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
- Up to 15% travel
- St. Louis, MO
- Dallas, TX
26 May 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.
#BI-Hybrid
Skills Required
- 7+ years of Business Growth Strategy experience
- Series 7 and 66 licenses, or ability to obtain within 180 days
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.
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