Lead Business Execution Consultant, Strategic Partnership and Initiatives

About this role:

The Banking Inclusion & Partnerships team advances Wells Fargo priorities by delivering financial inclusion solutions that meet the needs of customers and communities across the financial spectrum. The team is responsible for execution of Wells Fargo’s Banking Inclusion Initiative (BII), a long-term commitment to improving financial health outcomes. Through financial coaching programs, partnerships, and targeted activations, the team promotes access to banking resources, services, and education to help build a more inclusive economy. 

Wells Fargo is seeking a Lead Business Execution Consultant reporting to the Head of Banking Inclusion & Partnerships, this role leads key operating, business management, and execution routines across finance, third-party partnerships, contracts, and project delivery. The role also owns delivery of high-impact external engagements that build awareness of Wells Fargo’s financial health offerings and community impact, including HOPE Inside Grand Welcome events and strategic conference sponsorships. 

Ultimately, this role is critical to delivering financial coaching and other financial health solutions to low- and moderate-income communities and advancing Wells Fargo’s financial inclusion strategy.

BII’s Financial Coaching Programs:

• Banker Financial Coaching: Trains Wells Fargo bankers to support customers through goals-based financial coaching conversations. 
• HOPE Inside: In partnership with Operation HOPE, delivers free financial coaching and education to unbanked and underserved communities, regardless of Wells Fargo customer status. 

In this role, you will:

• Own and drive core operating routines, governance, and tools across financial coaching programs and innovation initiatives, including integrated project trackers, management tools, capacity planner, and leadership meeting agendas to ensure execution rigor and follow-through. 
• Lead third-party partner lifecycle management, including contracting and required risk reviews.
• Manage budgets and supports annual investment planning, monitoring expenses and performance against forecasts, and providing insights to inform business decisions and tradeoffs.
• Drive external engagement execution by maintaining annual strategies and workplans; managing assets, agendas, and execution for ongoing Corporate Communications partnerships; and overseeing digital properties, program materials, newsletters, and speaking engagements. 
• Serve as the primary owner for end-to-end planning and delivery of HOPE Inside Grand Welcome events, including governance, cross-functional coordination, executive materials, on-site execution, and post-event continuous improvement. 
• Support strategy and lead execution for other signature storytelling events and activations, including HOPE Global Forums, EMERGE, and future initiatives. 
• Support special projects as needed.

Required Qualifications:  

• 5+ 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 project management skills, including setting agendas, prioritizing workstreams, and ensuring teams stay aligned and on track to meet goals across multiple initiatives.
• Excellent coordination and execution capabilities, leading high-visibility external engagements with internal and external partners, including executive events, sponsorships, or community activations.
• Demonstrated ability to manage business operations, including budget visibility, spend tracking, and partnership with finance teams (no deep financial expertise required).
• Excellent written and verbal communication with the ability to lead, present, and obtain buy in from large stakeholder groups spanning staff through senior and executive management.

• Effective decision making/critical thinking/problem solving skills
• Ability to lead through influence across highly matrixed organizations, including risk, finance, communications, and line of business partners to deliver enterprise-wide initiatives.
• Ability to handle highly confidential data on a regular basis and demonstrate discretion and diplomacy
• Experience working with or supporting financially vulnerable, underbanked and/or low-income communities.

Job Expectations:

• Ability to travel up to 10% of the time.
• This position offers a hybrid work schedule, with the ability to work onsite in one of the listed locations below.
• This position is not eligible for Visa sponsorship

Posting Location(s):

• 1525 W. WT Harris Blvd, Charlotte, NC
• 401 S. Tryon St, Charlotte, NC
• 401 Las Colinas Blvd. Irving, TX
• 800 S. Jordan Creek Pkwy West Des Moines, IA
• 550 S. 4th St, Minneapolis, MN
• 2700 S Price Rd, Chandler, AZ
• 11601 N Black Canyon Hwy Phoenix, AZ
• 2200 Concord Pike, Wilmington, DE
• 114 N Beaumont St. Saint Louis, MO
• 2240 Butler Pike, Plymouth Meeting, PA

Pay Range:

• Minneapolis Pay Range- $131,000 - $206,000
• Plymouth Meeting Pay Range- $131,000 - $206,000
• Actual salary is determined by location, experience and qualifications of the job

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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

Posting End Date:

*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.