Business Growth Strategy Consultant

About this role: Wells Fargo is seeking a Business Growth Strategy Consultant to join our Platinum Council Program Team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in planning and execution of tactical activities and projects within Business Growth Strategy functional area that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market Ensure adherence to compliance regulations and policies Research, identify, and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and meet the unique needs of customers Present recommendations for developing strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures, and compliance requirements Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs Required Qualifications: 2 years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2 years of experience in one or a combination of the following: Financial Services, Products and Brokerage Ability to make recommendations for developing strategies to enhance a program, operations, policies, procedures, and compliance requirements Experience resolving and working through escalated and complex issues Ability to execute in a fast paced, high demand, environment while balancing multiple priorities Ability to consult, build, and maintain solid working relationships across an organization Working knowledge of Salesforce Project Management skills Excellent presentation skills Intermediate knowledge of Microsoft Office (Outlook, Excel, Word, PowerPoint, Teams) skills Excellent verbal, written, and interpersonal communication skills Proven ability to work independently while contributing to a team effort Experience collaboration, building partnerships and consulting effectively with senior leaders Strong strategic and analytical skills with high attention to detail and accuracy Strong organizational, multi-tasking, and prioritizing skills Job Expectations: Ability to travel up to 10% of the time Job Location: 2801 Market St, F & L Bldg. Saint Louis, MO 63103 This role will be part of the Platinum Council Program Team at Wells Fargo Advisors, a group focused on Financial Advisor engagement and retention by creating a culture of consistent connectivity. This position will have primary responsibility for the strategic planning and meaningful execution of industry publication Financial Advisor rankings. Wells Fargo Advisors participates in 10 industry-wide FA rankings annually with 3rd party publications. These rankings are used by advisors as marketing materials to help win new business and as a point of communication and retention with current clients. The consultant will facilitate regular outreach to financial advisors, responding to incoming call and emails while providing “white glove” service, serving as a liaison to advisors and the 3rd party publications. The consultant will partner closely with analytics teams, marketing, compliance, supervision and corporate communications to facilitate this work. The consultant will be responsible for scrubbing and manipulating data, consulting with financial advisors/managers, as well as being a subject matter expert on the rankings process. The consultant must be highly organized, an excellent communicator and versed in data, as well as documentation. Responsibilities will include working with leaders to implement programs; interacting with 3rd party vendors, acting as a liaison to internal and external business partners across all lines of business and on all aspects of execution and logistics relating to associated activities; communicating directly with home office leadership, FAs and Managers in written, oral and interpersonal settings; effectively coordinating logistics associated with assigned projects and other programs deemed appropriate by department manager. The preferred candidate is someone who enjoys working with people and has the ability to prioritize in a high-paced, demanding work environment that is constantly evolving to meet the needs of the firm, as well as contribute to group initiatives, projects and efforts as needed. Attention to detail, strife for excellence, strategic thinking, a flexible approach and an aptitude for customer service will be critical in this position. Posting End Date: 31 Mar 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: 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. 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 & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. 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