SAVP, Senior Business Execution Consultant - Derivatives Onboarding

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

CIB Chief Operating Office (COO) supports the business seamlessly across all geographic regions by delivering platforms, processes and systems across a wide range of disciplines. This includes business management, strategy & innovation, data transformation, client lifecycle management, and risk management.  COOs also align to each business to bring synergy, consistency, and transparency of COO functions specific to each line of business.

About this Role:

Wells Fargo is seeking a Markets Client Delivery professional to support the Sales organization by driving the end‑to‑end onboarding process for Derivatives clients. This includes document collection, account opening, front‑office system enablement, and coordination with internal stakeholders to ensure clients are successfully set up to transact in a timely and controlled manner.

The Markets Client Delivery (MCD) role is responsible for managing end‑to‑end client onboarding and trading enablement across Derivatives businesses, supporting multiple Sales desks and client segments. The role serves as a central coordinator throughout the onboarding lifecycle, ensuring timely execution, clear communication, and effective collaboration across Sales, Operations, Negotiations, Compliance, and other downstream partners.

This position plays a critical role in streamlining onboarding activities by coordinating documentation, account opening requests, system configuration, and milestone tracking. The role is designed to enhance scalability, transparency, and consistency in the client onboarding experience while enabling Sales teams to remain focused on client engagement and revenue generation.  This role is hybrid with some in office expectation.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Partner closely with Sales teams to manage the onboarding pipeline for Derivatives clients, establish priorities, and provide regular status updates to Sales, clients, Negotiations, and Operations
• Submit, track, and manage onboarding and account opening requests through COBAM (onboarding workflow tool)
• Coordinate with Sales, Relationship Managers, clients, and third‑party advisors to collect, validate, and deliver required onboarding documentation (e.g., organizational documents, tax forms, regulatory attestations)
• Serve as a central point of contact for onboarding across covered businesses, including setting priorities, driving execution, coordinating documentation, and responding to questions related to client and account setups
• Maintain onboarding checklists and track key milestones to ensure timely progression, transparency, and issue resolution
• Partner with the Negotiations team to ensure required agreements and legal documentation are executed prior to trading enablement
• Coordinate with Operations and downstream teams to ensure timely and accurate account opening, system setup, and trading authorization
• Identify onboarding constraints and lead process, policy, and communication improvements to support efficiency, scalability, and client experience
• Support projects and initiatives related to onboarding enhancements, control improvements, and regulatory or policy changes
• Deliver onboarding metrics, reporting, and insights to key stakeholders
• Support configuration and enablement of front‑office systems related to FX and Derivatives pricing and trading, as applicable
• Monitor and action control reports related to onboarding activities and system configuration to support risk management and compliance

Required Qualifications:

• 4+ 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 organizational, execution, and prioritization skills, with the ability to manage multiple concurrent onboarding workflows in a fast-paced, deadline-driven environment
• Excellent verbal and written communication skills
• Strong collaboration skills and experience coordinating activities across various internal partners such as Sales, Operations, Negotiations, Compliance, as well as external stakeholders
• Experience supporting end-to-end client onboarding, account opening, or trading enablement within Markets or Financial Services
• High attention to detail with the ability to track milestones, manage documentation, and proactively identify and resolve issues
• Understanding of regulatory, control, and documentation requirements relevant to broker-dealer or markets onboarding activities
• Ability to analyze process gaps, contribute to workflow improvements, and support scalability and consistency initiatives
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) with experience producing status reporting and metrics
• Familiarity with FX and/or Derivatives products and onboarding tools (e.g., COBAM or similar platforms) preferred
• Experience with AI and workflow tools that reduce manual tasks through increased automation

Job Expectations:

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• Ability to work outside of normal business hours if needed.  May include some holidays.

Posting Location:

Charlotte, NC: 550 South Tryon

Salary Range:

Charlotte, NC: $87K - $140K  USD Annual

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.

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.