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Wells Fargo Wealth & Investment Management

Wells Fargo Wealth & Investment Management provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.

WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services.

Banking, Lending & Trust COE
As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. 

About BL&T Product Development
This position will sit within the Product Development organization that supports Banking, Lending & Trust and The Private Bank. This team (group) is responsible for the BL&T product experience and delivering comprehensive and competitive solutions to the market. The group does this through effecting both technology and operating model change in the business.

About this role
Product Development is building a team to drive operating model changes to enable holistic product delivery. This role would be focused on effecting changes to processes, controls, policies, procedures, training, marketing, communication, compensation, etc. as a result of product technology change.

In collaboration with senior business and functional leaders across BL&T, WIM and the enterprise, the Senior Lead Business Execution Consultant will be responsible for critical deliverables and product outcomes supporting the business strategy and driving towards the end-state vision.

In This Role, You Will:

• Act as a top subject matter professional for Business Execution who leads highly complex, large, and cross organizational strategic initiatives with companywide impact
• Align cross-functional teams to deliver some of the most complex, highest visible, and significant strategic change initiatives with companywide impact
• Deliver solutions that are long-term, large scale, broad reaching
• Plan and manage strategic initiatives, using expert analytical skills, extensive knowledge of Business Execution, and understanding of Wealth and Investment Management business
• Provide vision, leadership, and industry knowledge regarding highly complex cross organizational strategic initiatives that significantly influence the company's business
• Strategically lead all levels of professionals and managers across multiple lines of business and support groups
• Discover and advocate for the most practical and efficient critical path to executing by identifying, escalating, and resolving blockers to achieve the objective.
• Identify, and advocate for any relevant modification thereof, opportunities and strategies for process improvement and risk control development in order to ensure operational excellence and process efficiency
• Partner with strategic partners including finance, HR, credit & risk management, marketing & communications, events, and technology to ensure initiatives are planned and executed holistically
• Develop, direct, and oversee the work product of more junior business execution professionals
• Evaluate effectiveness and provide updates to key enterprise stakeholders, leadership, and executive leadership regarding the root cause, cost or benefit, and risk evaluations

Required Qualifications:

• 7 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:

• Strong knowledge and experience in strategic planning and execution, including creating and executing comprehensive plans associated with business mergers, conversions, product changes, technology releases, policy changes and line of business strategic plans
• Proven ability to manage and coordinate multiple initiatives simultaneously, including the ability to maintain top quality work while meeting tight deadlines
• Ability to influence across all organizational levels, particularly senior management
• Ability to present data and ideas in presentation form, including the ability to tell a story through words and pictures
• Ability to translate and present complex data in a manner that educates, enhances understanding, and influence decisions
• A high level of comfort working with ambiguity or uncertainty and converting information into quantifiable concepts

*Charlotte, NC is the preferred location.

Posting End Date: 

*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.