Business Execution Consultant - Executive Wealth Solutions

Wells Fargo•Charlotte, NC

20h•$77,000 - $121,000•Hybrid

About The Position

Wells Fargo is seeking a Business Execution Consultant as part of Executive Wealth Solutions (EWS), a division of Wealth and Investment Management. This role will primarily focus on managing the operations of the Private Equity Co-Invest Banking & Lending programs. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com).

Requirements

5+ 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

Nice To Haves

5 + years experience providing Banking Services to Private Bank Clients.
5 + years experience providing Banking Services to Professional Service Firms
Experience in supervision and leadership
Advanced Microsoft Office (Teams, Word, Excel, Outlook, Teams and PowerPoint) skills
Knowledge and understanding of financial industry associated regulatory standards and agencies
Strong analytical and problem-solving skills with the ability to develop creative and efficient solutions
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC’s and TE’s.
Experience in a support role within a banking environment
Experience interpreting policies, procedures, and compliance requirements
Knowledge of how to interpret business formation documents
Ability to develop and manage clients and business relationships
Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT.
Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members.

Responsibilities

Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives in partnership with EWS Head of Operations and EWS Wealth Banking Director.
Partner with Custom Credit Alternative Financing team to manage Co-Invest lending programs including program creations, borrower onboarding, and capital call funding.
Participate in pitch meetings with Asset Management Firms
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
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
Review and approve pre-account opening due diligence.
Review and approve KYC records.
Coach and provide support to Bankers and Banking Coordinators
Serve as back up to cover other EWS Regions as needed.
Manage complex client relationships and requests in partnership with banking team.