Lead Business Execution Consultant - Strategy, Analytics, Initiatives & Pricing Team
Yesterday• Charlotte, NC
About this Role:
Wells Fargo is seeking a Senior Strategy & Execution Consultant to join the Strategy, Analytics, Initiatives & Pricing team within Wells Fargo Advisors Financial Network (FiNet)-the fastest-growing channel in Wealth and Investment Management (WIM). FiNet supports independent financial advisors by providing a flexible platform, investment and lending solutions, and advanced technology to help them grow their business. With a focus on simplifying independence, FiNet empowers advisors to build a legacy while serving clients according to their own business model.
This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet's value proposition in the independent advisor marketplace.
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In this role, you will:
- Administer and manage FiNet incentive programs and working capital loan program
- Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
- Ensure compliance and accuracy in financial transactions and agreement documentation
- Partner with internal stakeholders to implement business strategies
- Analyze data and performance metrics to identify opportunities and recommend solutions
- Develop and maintain supervisory controls and reporting mechanisms
- Present findings and recommendations to senior leadership and cross-functional teams
- Multitask effectively across diverse topics-from initiative execution to pricing analysis to conversations with advisors
- Adapt quickly to shifting priorities and business needs in a dynamic environment
- Mentor junior team members and contribute to a collaborative team culture
- 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)
- Experience in financial services, wealth management, or independent financial advisory practices
- Proven ability to lead cross-functional initiatives and manage complex projects
- Strong understanding of incentive programs and pricing models
- Excellent analytical, problem-solving, and decision-making skills
- Strong communication and presentation abilities with senior stakeholders
- Proficiency in Excel, PowerPoint, and data visualization tools
- Familiarity with regulatory and compliance standards in financial services
- Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- 2801 Market St. Saint Louis, MO 63103
- 90 S 7th St. Minneapolis, MN 55402
- 550 S Tryon St. Charlotte, NC 28202
- 150 E 42nd St. New York, NY 10017
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.
$119,000.00 - $187,000.00
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
28 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-481722-2
Employment Type: FULL_TIME
Posted: 2025-08-16T18:08:43
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
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