Business Execution Consultant - Advisory & Mutual Fund Trade Support

About this role:

Wells Fargo is seeking a Business Execution Consultant in the Advisory & Mutual Fund Trade Support Group within Wealth & Investment Management Operations.  This group supports trading platforms and trade implementation for mutual funds and advisory portfolios. 

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

• Determine areas of strength or Business Execution opportunity within defined scope of work

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations

• Utilize independent judgment to guide moderate risk deliverables

• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

• Collaborate and consult with leaders and executive management

• Provide work direction to less experienced Strategy and Execution staff

Required Qualifications:

• 2 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 in Mutual Funds and/or Advisory Portfolio domains

• Experience with change management

• Experience communicating and presenting complex information to multiple levels of the organization

• Strong risk and control fundamentals

• Ability to influence, partner, and negotiate with senior business leaders to gain commitment to accomplish business goals

• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

• Excellent verbal, written, and interpersonal communication skills

• Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members

• Ability to manage complex data and reporting projects requiring coordination of resources at different levels both internally and externally

• Ability to gather, organize, and interpret data

• Track record of working in a team-based environment to solve business challenges

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Experience and understanding of SQL or data mining

• Ability to collect data through multiple sources such as Excel, databses, etc.

• Experience with Lean Six Sigma or Kaizen

Posting Locations:

• 2801 Market St., St. Louis, MO

• 1525 W WT Harris Blvd, Charlotte, NC

Posting may come down early due to the volume of applicants.

Posting End Date: 

*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.