Lead Business Growth Strategy Consultant
3+ months ago• Salt Lake City, UT
This job is no longer available.
About this role:
Wells Fargo is seeking a Lead Business Growth Strategy Consultant for Advice and Planning Center of Excellence across Wells Fargo. This role will primarily serve Wealth & Investment Management, including PCG, WBS, FiNet, Independent, WFAS and associated field support groups, partner closely with National Sales, Branch Support, CRG leadership and WIM Product Centers of Excellence. Experience with these businesses is preferred. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- Provide support for product application with Advice and Planning systems, platforms and processes
- Triage field questions, problems and suggestions to appropriate leadership resources for communication and resolution
- Collaborate and consult with project teams, internal partners and stakeholders to ensure product integration and application
- Train the trainer support for line of business field leaders and support teams
- Product rollout materials and guides for new launches, feature enhancements and tool/application decommissioning
- Resolve issues, achieve growth in market share, meet customer needs, and serve as a train-the-trainer mentor
- Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned business channels, customer segments and markets
- Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors both tangible and intangibles or unprecedented factors
- Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers
- Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area
- Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives
- Strategically collaborate and consult with Business Growth Strategy mid-level to most senior leadership, colleagues, stakeholders, field resources, influencers and community leaders for both internal or external customers
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- 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years working with Financial Advisors or WIM Home Office support teams
- Demonstrated experience collaborating with business partners across all disciplines and within Advice and Planning Team on change events and product launches and enhancements, including delivering Train the Trainer to the Field Support teams
- Mastery in telling a senior executive narrative through PowerPoint with impactful illustration, facts and clarity
- Understanding of Advice & Planning tools and processed, particularly LifeSync, eMoney or planning, Client Review Center and Account Aggregation and how those workflows into the advisor workstation
- Advanced communication skills to unpack complex issues and differing points of view to move a conversation and business decisions forward
- FINRA Series 7 and Series 66, or equivalent
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- Up to 20% Travel
- 2801 Market Street - St. Louis, MO 36103
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- 90 South 7th Street - Minneapolis, MN 55402
- 5201 West Amelia Earhart Drive - Salt Lake City, UT 84116
13 Aug 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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 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): Salt Lake City, UT
Job ID: WellsFargo-R-388472-5
Employment Type: FULL_TIME
Posted: 2024-08-01T12:54:01
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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