Senior Business Execution Consultant – WIM Operations

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About this role:

Wells Fargo is seeking a Senior Business Execution Consultant to join the Custody & Wealth Servicing Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting product strategy, defining and delivering roadmaps, and enabling scalable, compliant servicing solutions that support institutional custody, clearing, and wealth servicing businesses. Learn more about our career areas and lines of business at wellsfargojobs.com.

This Senior Business Execution Consultant role will be a key contributor supporting Digital, Virtual Assistant, and Contact Center modernization initiatives, including FARGO, Enterprise Intelligent Virtual Assistant (EIVA), and Contact Center enablement efforts. The role partners closely with Technology, Operations, Risk, Legal, Compliance, and Control to ensure solutions are well‑defined, operationally sound, and aligned to enterprise strategy and regulatory expectations.

In this role, you will:

• Represent WIM Operations in the delivery of client facing virtual assistant and contact center capabilities, translating business priorities into clear requirements, prioritized use cases, and experience alignment
• Lead cross-functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control stakeholders, driving alignment on scope, dependencies, sequencing, and delivery outcomes
• Provide subject matter expertise on client-facing use cases, validating high impact FAQs, end-to-end servicing journeys and content, and resolution pathways
• Ensure operational risk and control alignment, proactively identifying gaps and partnering with stakeholders to remediate issues prior to release
• Monitor outcomes (client adoption, digital resolution, deflection opportunity, exception handling) and recommend continuous improvements across FARGO and Enterprise Interactive Virtual Intelligence (EIVA) solutions
• Develop and influence product enhancement roadmaps, business case development, and prioritization decisions to optimize client and operational outcomes
• Serve as a trusted execution partner to senior leaders, providing clarity, insight, and communication involving these complex, multi-platform modernization initiatives

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 digital transformation, automation, AI, virtual assistant, or contact center modernization initiatives
• Knowledge of wealth management, investment servicing, customer service, or operations environments
• Ability to translate business needs into technology-driven solutions and process improvements
• Experience partnering across Operations, Product, Technology, Risk, and Control organizations
• Knowledge of digital channels, including web, mobile, self-service, chatbot, or virtual assistant platforms
• Experience gathering business requirements, developing use cases, and supporting implementation of strategic initiatives
• Ability to manage multiple priorities and deliver results in a fast-paced, matrixed environment
• Strong analytical, problem-solving, and stakeholder management skills
• Excellent verbal, written, and executive-level communication skills
• Knowledge of emerging technologies, including generative AI, conversational AI, or workflow automation solutions

Primary Posting Location:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522

Job Expectations:

• Ability to work on site at posted location
• Ability to work additional hours as needed
• Position is not eligible for VISA sponsorship

Posting Location:

• Charlotte, North Carolina

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.