Senior Business Execution Consultant

About this role:

Wells Fargo is seeking a Senior Business Execution Consultant in Wealth and Investment Management as part of Wells Fargo Advisors.  Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Lead and participate in the execution and administration of the annual account fee program, disclosures, communications, governance processes, and operational support activities within Wealth and Investment Management
• Coordinate ongoing maintenance and execution of the Annual Account Fee policy and related fee and commission programs
• Support implementation of Equity and Option Commission Schedule updates and associated business activities
• Manage key milestones, stakeholder communications, and operational readiness activities related to annual fee programs
• Maintain and update fee and commission disclosures across applicable business channels, including client statements, account opening materials, Reg BI disclosures, and ERISA disclosures
• Maintain and update internal content repositories, resource pages, FAQs, job aids, and training materials
• Coordinate training activities, including communications, presentation materials, recordings, transcripts, and follow up activities
• Monitor and manage shared mailboxes, business inquiries, and escalations while ensuring timely response and resolution
• Participate in testing activities supporting system releases, failover events, policy enhancements, and business process changes
• Support audit readiness activities and maintain required documentation and supporting evidence
• Collaborate with leadership and business partners on strategic initiatives, process improvements, and operational enhancements
• Utilize independent judgment to resolve moderately complex business issues and provide recommendations that support business objectives

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:

• Experience supporting operational programs, policy administration, governance processes, or business execution functions within financial services
• Experience managing business communications, stakeholder engagement, and change management activities
• Knowledge of advisor fee programs, fee disclosures, commission schedules, or related wealth management processes
• Experience coordinating cross functional initiatives and working with Legal, Compliance, Operations, and Technology partners
• Experience supporting testing, implementation, and business readiness activities for system or process changes
• Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical, problem solving, and process improvement skills
• Experience maintaining business procedures, documentation, job aids, and governance materials
• Ability to work independently while managing competing priorities in a fast paced environment
• Advanced Microsoft Office skills, including Excel, PowerPoint, Word, and Outlook

Job Expectations:

• Specific compliance policies may apply regarding outside activities and/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.
• 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.
• This position is not eligible for Visa sponsorship.

Posting Locations:

550 S Tryon St, Charlotte, NC 28202

2801 Market St, F & L Bldg, St Louis, MO 63103

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.