About this role:Wells Fargo is seeking a Business Execution Consultant as part of the Local Support Model, Senior Leadership, and Platinum Council Advisor Teams within Wealth and Investment Management (WIM). Learn more about the career areas and lines of business at www.wellsfargo.com
In this role, you will:- Function as primary escalation partner supporting the Local Support Model, Senior Leadership, and Platinum Council Advisor Teams.
- Responsible for assisting to resolve Excellence First and Loudspeaker submissions from the field.
- Identify process improvement opportunities for the Local Support Model.
- Partner with Product Teams to stay ahead of updates as well as raise hand when issues arise through escalations.
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Provide inbox support for Client Link application
- 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
- Determine areas of strength or Business Execution opportunity within defined scope of work
- 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
- 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:- 2+ years of Financial Services Industry experience
- Knowledge and understanding of brokerage industry: products, services, operational policies, and procedures
- Experience resolving escalated and/or complex issues
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
- Ability to work in a fast-paced action-oriented environment
- Good analytical skills with high attention to detail and accuracy
- Intermediate Microsoft Office skills
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
This position is not eligible for Visa sponsorship.
Job Locations:- 1525 W W T Harris Blvd Charlotte, NC
- 2801 Market St, F & L Bldg. Saint Louis, MO
Posting End Date: 17 May 2025
*Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
