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Business Execution Consultant - Business Planning & Operational Support

Centralize and optimize operational routines across investment management teams
St. Louis, Missouri, United States
Mid-Level
$77,000 – 133,000 USD / year
2 days ago
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

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. Information will be shared about expectations during the recruitment process.

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:

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$77,000.00 - $133,000.00

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Business Execution Consultant - Business Planning & Operational Support
St. Louis, Missouri, United States
$77,000 – 133,000 USD / year
Support
About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.