Be an Early Applicant
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Owns Sales & Servicing data as a trusted, governed, discoverable, and AI-ready enterprise asset. Partners with AI, engineering, product, governance, and business stakeholders to improve data quality, metadata, lineage, controls, and integration across CRM and servicing platforms. Enables analytics, automation, intelligent routing, client insights, and self-service use cases while translating technical data concepts into business recommendations and driving cross-functional execution.
Summary Generated by Built In
Wells Fargo is seeking a Senior Lead Business Execution Consultant to serve as the Data Domain Expert for Sales & Servicing within AI & Data, Global Payments & Liquidity (GPL). This role sits at the intersection of artificial intelligence, data, client experience, servicing operations, and payments innovation. As the authoritative source for Sales & Servicing data, you will ensure critical business data is trusted, accessible, governed, and AI-ready.
Success in this role requires deep expertise in sales, client, and servicing data domains, along with a passion for transforming complex data into a strategic asset that powers AI-driven solutions. You will partner closely with AI Domain Leads, engineers, product teams, and governance partners to enable use cases such as sales effectiveness, client insights, servicing automation, intelligent routing, and self-service experiences.
This is a highly visible opportunity for a hands-on data practitioner who thrives in a fast-moving environment and is excited to help shape how AI and intelligent agents leverage data across the organization.
In this role, you will:
Required Qualifications
Desired Qualifications
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Posting End Date:
5 Nov 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.
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.
Success in this role requires deep expertise in sales, client, and servicing data domains, along with a passion for transforming complex data into a strategic asset that powers AI-driven solutions. You will partner closely with AI Domain Leads, engineers, product teams, and governance partners to enable use cases such as sales effectiveness, client insights, servicing automation, intelligent routing, and self-service experiences.
This is a highly visible opportunity for a hands-on data practitioner who thrives in a fast-moving environment and is excited to help shape how AI and intelligent agents leverage data across the organization.
In this role, you will:
- Serve as the subject matter expert for Sales & Servicing data, including CRM, client, servicing interactions, case management, and entitlements data, including sources of record, business definitions, lineage, and downstream consumption.
- Act as a trusted advisor to leadership, driving strategic initiatives and influencing data-related decisions across the organization.
- Ensure data is complete, discoverable, governed, and AI-ready for analytics, automation, and agentic use cases.
- Define, monitor, and improve data quality standards while leading resolution of complex data issues.
- Partner with AI Domain Leads and engineering teams to enable high-value use cases such as sales effectiveness, client insights, servicing automation, intelligent request routing, and self-service servicing experiences.
- Support integration of Sales & Servicing data with CRM platforms, servicing applications, and the Managed Data & AI Services platform.
- Collaborate with Data Governance teams to strengthen metadata management, cataloging, lineage, controls, and compliance with enterprise policies.
- Translate complex technical data concepts into business-relevant insights and actionable recommendations.
- Lead cross-functional discussions, working groups, and steering committees to facilitate decision-making and drive execution.
- Influence and collaborate with leaders, product teams, technology partners, and enterprise data organizations to deliver scalable solutions.
Required Qualifications
- 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.
Desired Qualifications
- Strong expertise with CRM, client, sales, servicing, case management, or entitlements data in a banking or financial services environment.
- Experience with data quality, metadata, lineage, and data governance practices.
- Strong SQL skills and experience with modern data platforms such as Snowflake, Databricks, Hive, GCP, or similar technologies.
- Experience supporting AI, advanced analytics, or data-driven business solutions.
- Knowledge of treasury sales and servicing operations, client lifecycle management, servicing workflows, or case management processes.
- Ability to prepare and manage data for AI-enabled use cases through effective metadata, documentation, and governance practices.
- Ability to translate complex data concepts into business insights and recommendations.
- Proven partnership skills with business, technology, data, AI, and governance stakeholders.
- Ability to work in a fast-paced environment while balancing innovation with risk and control requirements.
- Intellectual curiosity and interest in emerging trends across AI, payments, client experience, servicing automation, and digital currencies.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $260,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
5 Nov 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.
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
- 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent experience, training, military experience, or education
- Expertise with CRM, client, sales, servicing, case management, or entitlements data in banking or financial services
- Experience with data quality, metadata, data lineage, and data governance practices
- Strong SQL skills and experience with modern data platforms such as Snowflake, Databricks, Hive, or GCP
- Experience supporting AI, advanced analytics, or data-driven business solutions
- Knowledge of treasury sales and servicing operations, client lifecycle management, servicing workflows, or case management processes
- Ability to prepare and manage data for AI-enabled use cases through metadata, documentation, and governance practices
- Ability to translate complex data concepts into business insights and recommendations
- Proven partnership skills with business, technology, data, AI, and governance stakeholders
- Ability to work in a fast-paced environment while balancing innovation with risk and control requirements
- Intellectual curiosity and interest in AI, payments, client experience, servicing automation, and digital currencies
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
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
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
Wells Fargo Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
3 days a week
