About this RoleWells Fargo is seeking a Business Execution Consultant to join the Corporate Plans Investment Team (CPIT) within Wealth & Investment Management (WIM). The team supports the named investment fiduciary for Wells Fargo employee retirement plans, including the Wells Fargo & Company 401(k) Plan and Cash Balance Plan.
In this role, you will support investment operations, reporting, data quality, and risk and control activities for employee benefit plans governed by ERISA. You will partner with internal stakeholders and external vendors to maintain strong controls, accurate reporting, and effective governance across plan investments.
Learn more about Wells Fargo career areas and lines of business at wellsfargojobs.com.
In this role, you will:- Execute, validate, and maintain business procedures and operational controls supporting employee benefit plan investments
- Serve as a key point of contact for Risk & Control Self-Assessment (RCSA), Audit, IT & Validation (IT&V), and related risk partners
- Act as a primary contact for external vendors, including fiduciary reporting, data validation, and investment-related projects
- Support investment manager due diligence, including reporting analysis and annual fee controls
- Assist with liquidity management for designated employee retirement plans
- Monitor and ensure data quality, accuracy, and control effectiveness across investment reporting processes
- Identify opportunities for process improvement and operational efficiency while maintaining strong governance
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- Experience analyzing controls, procedures, and process documentation
- Experience working with Risk, Audit, Compliance, or Control partners in a regulated environment
- Background in data validation, reconciliation, or reporting quality assurance, particularly related to financial or investment data
- Experience collaborating with external vendors or third-party service providers, including reporting oversight and issue resolution
- Exposure to investment operations, financial operations, benefits administration, or related enterprise functions
- Quantitative research or data analysis experience
- Institutional asset manager or investment research experience
- Understanding and working knowledge of ERISA-governed retirement plans, such as 401(k), Cash Balance, or pension plans
- Advanced Microsoft Excel skills
- Experience with investment or financial research tools such as Morningstar or FactSet
- Demonstrated attention to detail with the ability to manage multiple priorities
- Strong verbal and written communication skills and the ability to partner effectively across cross-functional teams
- Experience identifying and supporting process improvement initiatives
Job Expectations- This position offers a hybrid work schedule
- This position is not eligible for visa sponsorship
Posting End Date: 3 May 2026
*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.
