SAVP, CIB Banking COO Group - Sr Business Execution Consultant

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 Senior Business Execution Consultant (Associate) to support the business management, strategic planning, and day-to-day operations of Corporate Banking within the Corporate & Investment Bank.

This position sits within the CIB Banking Chief Operating Officer (“COO”) Office and supports the bankers and executives who lead our Corporate Banking coverage industries, including Financial Institutions, Consumer & Retail, Healthcare, Energy & Power, Industrials, Technology, Banks, and Media & Telecommunications (“TMT”). The role coordinates with partners across Wells Fargo — including Investment Banking, Treasury Management, Macro, Credit, Finance, Marketing, and Human Resources — to deliver project execution and strategic analyses that leverage financial, client profitability, and market share data. The position will be critical to implementing the overall Corporate Banking coverage vision and strategy across a dynamic, growing platform.  This is a hybrid role with some in office expectation.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

The Senior Business Execution Consultant will work directly with Corporate Banking COOs, Group Heads, and Industry Heads to establish and track business and client priorities, run recurring business rhythms, and translate data into decisions for senior management. The role is core to running the day-to-day operations of the business, including client prioritization, relationship manager coverage, pipeline and deposit tracking, and analysis of sales and performance metrics.

The role will collaborate with the COO team to execute on activities including but not limited to:

• Support Corporate Banking COOs, Group Heads, and Industry Heads on business planning, sales planning, and analysis of client, banker, and portfolio performance across coverage industries
• Own recurring reporting rhythms, including monthly and quarterly industry packages, banker scorecards, KPI reporting, and executive presentations for CIB and Wells Fargo senior management
• Lead pipeline management and reporting across credit, deposits, treasury management, and capital markets opportunities — tracking stage progression, conversion, and revenue realization against goals
• Analyze deposits, loan commitments, capital usage, revenue, and profitability by client, industry, and banker using internal client profitability, loan tracking, and financial reporting systems
• Play a key role in the account planning process, including client tiering, prioritization of target relationships, preparation of session materials, and tracking takeaways through to completion
• Maintain accuracy and integrity of relationship manager coverage assignments, client hierarchies, and CRM pipeline data, including preparation for monthly system snapshots that drive scorecards and goal reporting
• Analyze performance by industry and banker leveraging internal CRM (Salesforce.com) and third-party data providers such as Dealogic and Coalition for wallet share and competitor benchmarking
• Plan and lead recurring pipeline, initiative, and business review meetings, including preparation of all presentation materials and tracking of action items to closure
• Support Corporate Banking and CIB-wide initiatives, projects, and process implementation, including efficiency and automation efforts in partnership with technology and artificial intelligence teams
• Balance workload with peers, in the US and internationally, to deliver timely work product in the fast-paced environment of corporate and investment banking
• Key skill sets needed: project management, data analysis, problem-solving skills, financial and business acumen, ability to integrate data and financial analysis into streamlined executive-level presentations, and knowledge or ability to learn CRM, BI, and internal financial reporting systems

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 across Corporate Banking, Investment Banking, Commercial Banking, Strategic Planning, Financial Analysis, or Analytics
• Knowledge and understanding of Corporate & Investment Banking, including credit, treasury management, and capital markets products
• Analytical ability to work effectively with large amounts of information, visualize, and summarize
• Advanced proficiency in Microsoft Excel and PowerPoint required for executive presentations
• Ability to manipulate large data sets (BI tools, pivot tables, Power Query, macros
• Experience with customer relationship management systems (CRMs) such as Salesforce.com and market data vendors such as Dealogic, Bloomberg, FactSet, Moody’s, and S&P
• Experience in financial analysis including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trading, etc.), and industry or sector dynamics
• Knowledge and understanding of strategic planning and execution
• Experience in problem analysis, solution implementation, and change management
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and executive management
• Excellent verbal, written, and interpersonal communication skills
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Job Expectations:

• Ability to work outside of regular business hours
• Visa sponsorship is not available
• 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.

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.