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Business Execution Consultant - Business Planning & Operational Support

Coordinate operational programs to improve efficiency across investment services
West Des Moines, Iowa, United States
Mid-Level
3 days ago
Iowa Staffing

Iowa Staffing

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Business Execution Consultant

Wells Fargo is seeking a Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning, and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross-departmental teams and creating scalable processes. They will have the opportunity to consult, support, and implement standards for LOB financial management, operations, recognition, and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations.

In this role, you will:

  • Organizing and executing assigned business projects aligned to our strategic direction.
  • Meeting with key stakeholders when needed to perform initial assessment of problematic situations.
  • Formulate recommendations and solutions with attention to resource effectiveness and efficiency.
  • Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives.
  • Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics.
  • 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.
  • Create and 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.
  • Provide work direction to less experienced Strategy and Execution staff.

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:

  • 1+ year of brokerage or wealth management experience.
  • Knowledge of Wells Fargo Wealth & Investment Management line of business.
  • Management Consulting experience.
  • Ability to consult, build, and maintain solid working relationships in and outside of immediate department.
  • Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
  • Good attention to detail and accuracy skills.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Bachelor's degree in Business, Management, or related fields.
  • CFA, CFP, and other related financial industry designations.
  • Strong written and verbal communication skills.
  • Excellent analytical abilities.

Job Expectations:

  • This position is not eligible for Visa sponsorship.
  • Specific compliance policies may apply regarding outside activities 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.

Posting Locations:

  • 2801 Market Street - St. Louis, MO 63103
  • 550 S. Tryon Street - Charlotte, NC 28202
  • 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266
  • 550 S. 4th Street - Minneapolis, MN 55415
  • Required location listed above. Relocation assistance is not available for this position.

Pay Range: $77,000.00 - $133,000.00

Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.

  • 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

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.

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Business Execution Consultant - Business Planning & Operational Support
West Des Moines, Iowa, United States
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An agency providing employment services and resources to job seekers and employers within the state of Iowa.