Senior Lead Technology Business Services Consultant

About this role:

Wells Fargo is seeking a Senior Lead Technology Business Services Consultant to manage executive routines and leadership enablement within Corporate & Investment Banking Technology. This role will coordinate senior leadership operating rhythms, including business unit reviews, Operating Committee accomplishment tracking, town halls, leadership offsites, management meetings, and extended leadership sessions. The individual will partner across Technology Business Services, communications, finance, workforce, portfolio, risk, and delivery teams to ensure leadership forums are well-planned, outcome-driven, and supported by clear, executive-ready materials. The ideal candidate will have strong organizational skills, advanced PowerPoint and Excel capabilities, excellent presentation and communication skills, and the ability to translate complex technology and business information into concise senior-leader-ready content. Knowledge of Technology and Corporate & Investment Banking is preferred. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Lead or support executive routines across Corporate & Investment Banking Technology, including business reviews, operating reviews, management meetings, extended leadership sessions, town halls, and leadership offsites
  Coordinate agendas, content intake, presentation materials, review cycles, meeting readiness, and follow-up tracking for senior leadership forums

• Establish and manage agenda items for management meetings and extended leadership sessions, ensuring topics are relevant, timely, and decision-oriented
  Support executive business unit reviews by partnering with content owners to develop clear, concise, and polished PowerPoint materials

• Track weekly accomplishments, look-ahead items, awards, delivery milestones, and leadership updates for Operating Committee-level and senior executive reporting

• Partner with senior leaders, business services leads, communications, finance, workforce, portfolio, risk, and delivery teams to collect inputs, validate content, resolve gaps, and meet deadlines

• Support town halls and leadership forums by preparing agendas, run-of-show materials, talking points, Q&A content, recognition items, and post-event follow-ups

• Support leadership offsites by coordinating agendas, session objectives, speaker inputs, pre-read materials, presentations, logistics inputs, and action tracking

• Review executive materials for clarity, accuracy, formatting, messaging quality, and alignment to leadership expectations
  Identify opportunities to simplify executive reporting processes, reduce rework, create repeatable templates, and strengthen operating discipline

• Make decisions in complex situations requiring strong judgment, organizational awareness, executive presence, and the ability to manage competing priorities

• Collaborate with Technology Business Services leaders and partners to resolve issues, clarify priorities, and provide effective leadership support

• Provide guidance on tools, templates, dashboards, and collaboration platforms that improve executive routines, reporting quality, and leadership decision-making

Required Qualifications:

• 7+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education

Desired Qualifications:

• Experience supporting Technology, Corporate & Investment Banking, Technology Business Services, COO / business management, executive office, strategy execution, communications, finance, workforce, portfolio, risk, or delivery functions

• Experience managing executive routines, business reviews, operating reviews, town halls, leadership offsites, management meetings, or extended leadership sessions

• Experience developing executive-level PowerPoint presentations, leadership updates, executive summaries, talking points, agendas, and decision-ready materials

• Advanced PowerPoint skills with the ability to build polished, visually clear, senior-leader-ready presentations

• Strong Excel skills, including trackers, inventories, action logs, reporting tools, summary views, and basic analysis

• Excellent written and verbal communication skills with the ability to simplify complex topics into concise, business-focused narratives

• Strong organizational skills with the ability to manage multiple priorities, stakeholders, deadlines, and deliverables in a fast-paced environment

• Ability to identify the “so what” in business updates and convert raw inputs into clear executive messaging

• Ability to manage sensitive leadership information with discretion, judgment, and professionalism

• Knowledge of technology operating models, technology delivery, workforce planning, financial management, portfolio management, risk and control routines, or business execution practices

• Experience with Microsoft Teams, SharePoint, OneDrive, Power BI, Jira, Confluence, or similar collaboration and reporting tools

• Strong executive presence and ability to interact confidently with senior leaders, executive assistants, communications teams, and cross-functional stakeholders

Job Expectations:

• Manage recurring executive routines with clear agendas, timely materials, and disciplined follow-up tracking

• Ensure business reviews, operating reviews, town halls, offsites, and leadership meetings are supported by accurate, polished, and executive-ready materials

• Maintain a forward-looking calendar of executive routines, deliverables, review deadlines, leadership asks, and recurring reporting commitments

• Capture, refine, and submit accomplishments, awards, look-ahead items, and key updates for senior leadership and Operating Committee-level reporting

• Partner across a matrixed organization to gather content, confirm owners, manage deadlines, resolve gaps, and escalate risks when needed

• Develop clear leadership narratives that highlight business impact, delivery progress, risks, decisions needed, and measurable outcomes

• Use PowerPoint and Excel extensively to create presentations, trackers, summaries, reporting views, action logs, and leadership materials

• Continuously improve executive routine processes through templates, standard operating rhythms, and clearer intake / review processes

• Work effectively in a fast-paced environment with shifting priorities, tight deadlines, and high visibility to senior leaders

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.