Business Execution Consultant - Business Planning & Operational Support
Yesterday• Charlotte, NC
About this role:
Wells Fargo is seeking 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 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
- 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
- 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
Want more jobs like this?
Get jobs in Charlotte, NC delivered to your inbox every week.
- 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
- 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.
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
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
29 Aug 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells 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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-480829-2
Employment Type: FULL_TIME
Posted: 2025-08-20T18:09:13
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
Company Videos
Hear directly from employees about what it is like to work at Wells Fargo.