Lead Business Execution Consultant driving business continuity and resiliency planning for Wealth and Investment Management. Collaborating with teams and stakeholders to manage operational risks effectively.
WF
Hybrid Business Execution Consultant – CRG Infrastructure Support Services
Posted 1 hour ago
About the role
- Business Execution Consultant supporting infrastructure functions within Wells Fargo's Wealth & Investment Management division. Involves execution support and collaboration with branch leadership and governance partners.
Responsibilities
- Provide execution support across core business infrastructure functions, including representative code setup, adjustments, inquiries, and employee access facilitation
- Participate in assigned and ongoing business operations to support achievement of business goals and objectives
- Set up new representative codes with a high level of accuracy, recognizing the impact on advisor compensation workflows
- Identify process improvement opportunities by performing research and root cause analysis of compliance and business metrics
- Determine strengths and opportunities within defined execution processes
- Review and analyze strategies, recommending actions to support effective, compliant, and efficient operations
- Utilize independent judgment to guide moderate risk deliverables and decisions
- Provide guidance across diverse operational support functions within the designated business group
- Collaborate with ISS and cross functional partners to ensure consistent execution
- Present recommendations for improvements to support strategy, risk management, and performance optimization
- Consult with leaders and executive management as needed
- Provide work direction to less experienced Strategy and Execution team members
Requirements
- 2+ years of Business Execution, Implementation, Strategic Planning, or equivalent experience
- 1+ year of experience within Wells Fargo Advisors’ Client Relationship Group (Operations, Governance, or Compliance)
- Experience with Advisor Gateway / SmartStation APS, and BETA
- Demonstrated ability to identify and implement process improvements using research and root cause testing
- Ability to work independently with minimal direction
- Strong organizational, multitasking, and prioritization skills
- Excellent verbal, written, and interpersonal communication abilities
- Strong analytical skills and attention to detail
- Ability to collaborate effectively across teams and organizational levels
- Ability to navigate and work across multiple systems, applications, and search tools
- Ability to prioritize, meet deadlines, and work effectively in a fast paced, complex environment
- Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and SharePoint
Benefits
- Hybrid work schedule in alignment with the existing WIM policies and standards
- Compliance policies regarding outside activities and personal investing
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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