Credit Solutions Senior Business Execution Consultant

Wells Fargo • CHARLOTTE, North Carolina, United States of America • 2d ago

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We seek candidates who embrace inclusion and help foster a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Business Overview

Wealth & Investment Management (WIM) is one of the nation’s leading providers of financial and investment services. We deliver a full range of personalized wealth management, investment, planning, and retirement solutions that help clients pursue their goals with confidence.

Banking, Lending & Trust (BL&T) provides high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients access to Wells Fargo Bank products and services across banking, custom lending, and trust—bringing the right specialists, research, and custom solutions together.

About this role

Wells Fargo is seeking a Senior Business Execution Consultant within the Credit Solutions Chief Administrative Office (CAO). This role drives strategic initiatives primarily in the Securities‑Based Lending (SBL) space, with exposure to Custom Lending. The ideal candidate combines hands‑on SBL know‑how with deep expertise in project management, process optimization, change management, and cross‑functional collaboration. https://www.wellsfargojobs.com/

In this role, you will

Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives.
Collaborate with cross‑functional partners to communicate priorities and manage expectations effectively.
Research moderately complex business, operational, and strategic initiatives that require analytical skills and knowledge of organizational strategy and Business Execution.
Plan and execute initiatives focused on risk mitigation, operational efficiency, and client experience.
Drive projects forward by removing obstacles, monitoring progress, engaging stakeholders, and ensuring timely delivery of milestones.
Champion change management by guiding stakeholders through transitions and fostering the adoption of new processes.
Identify and implement best practices for continuous improvement in project execution and change management.

Collaboration scope: This role focuses on lending with emphasis on Securities‑Based Lending and partners closely with WIM Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal, and Control. The Senior Consultant will serve as a Subject Matter Expert within the CAO and help shape SBL strategy and execution.

Required Qualifications

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through a combination of work experience, training, military experience, and/or education.

Desired Qualifications

4+ years in wealth/private bank or credit solutions environments with hands‑on SBL delivery and exposure to Custom Lending for HNW/UHNW clients.
Proven success leading multi‑workstream initiatives across front office, underwriting, operations, risk, and technology with disciplined scope, dependencies, and governance
Experience executing change in a highly regulated environment in partnership with Credit Risk, Compliance, Legal, Control, Audit, and Policy/Model teams
Facilitates enterprise change and executes complex initiatives end‑to‑end by building and leading structured change plans (stakeholder mapping, impact and readiness assessments, training and communications, adoption and reinforcement), integrating change controls into project plans, running governance forums/steer‑cos, and driving adoption across WIM Operations, Client Relationship Group, Credit Risk, Compliance, Legal, Finance, and Control
Strong analytical and problem solving skills with the ability to interpret complex data and drive actionable insights
Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence
Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights.
Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels
Advanced Microsoft Office (Excel, PowerPoint); working knowledge of Power BI (or similar) for dashboards and operational indicators

Job Expectations:

This position is not eligible for Visa sponsorship.
This position offers a hybrid work schedule.
Specific compliance policies may apply regarding outside activities and/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.

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