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Business Execution Consultant

  • Strategy & Execution
  • Full time
  • R-319370

About this Role: Wells Fargo is seeking a Business Execution Consultant to work within the WIM Operations and Servicing Product, which is responsible for delivering streamlined processes and modern technology solutions that reduce risk and increase efficiencies of Operations employees, ultimately improving end client experience. 

In this role, you will:

  • 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

  • Determine areas of strength or Business Execution opportunity within defined scope of work

  • 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

  • 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

  • Work within the capacity and direction of your Product Area Manager, keeping them informed and updated per required reporting cadences

  • Support delivery that provides business value and delivers quality results ensuring alignment and adherence to Wells Fargo Agile practices, managing capacity and mitigating risk

  • Collaborate with applicable Product Teams to fully understand product epics, features, and stories and their associated priorities

  • Evaluate the backlog for alignment to product roadmap and customer value; including technical debt and risk/regulatory stories

  • Estimate and commit to delivery of prioritized work.  

  • Openly communicate capacity, impediments, progress on commitments, and new learnings

Required Qualifications:

  • Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • Trading - Trade execution and routing to the client or representative

  • Client reporting Documents - Create & Deliver statements, tax reporting, disclosures, any prospects data & Client letters.

  • Clearing and Reconciliation - Effective and efficient clearing and reconciliation across multiple platforms at the position and transactional levels.

  • Asset Servicing - Service delivered to ensure assets are safeguarded, differentiated by the product and markets in which they reside.

  • Operations Workbench - Delivery of new functionality and remediation of defects.

  • Experience in JIRA and UAT is desired.

Desired Qualifications:

  • Experience in Agile implementation approach/methodology

  • General knowledge of Wealth & Investment Management principles, including Trading, Clearing & Reconciliation, Asset Servicing, and Client Reporting

  • Knowledge of SDLC and full lifecycle testing of software development

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.

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