Credit Solutions Senior Business Execution Consultant

Wells Fargo BankCharlotte, NC
9d$87,000 - $154,000Hybrid

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. About this role: Wells Fargo is seeking a Senior Business Execution Consultant within the Credit Solutions CAO (Chief Administrative Office). This position plays a pivotal role in driving strategic initiatives primarily in the securities-based lending space. This role is ideal for a seasoned professional with experience with securities-based lending as well as deep expertise in project management, process optimization, and cross-functional collaboration. Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) In this role, you will: Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives Collaborate with cross-functional teams to communicate priorities and manage expectations effectively Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution Assist in the planning and execution of a variety of initiatives that may include risk mitigation, efficiency, and customer experience Drive projects forward by removing obstacles, monitoring progress, engaging with cross functional stakeholders and ensuring timely delivery of key milestones. Act as a change management champion by guiding stakeholders through transitions and fostering adoption of new processes Identify and implement best practices for continuous improvement in project execution and change management. This individual will focus on all things lending primarily focused on Securities Based Lending with some exposure to Custom Lending. They will engage with partners in Wealth and Investment Management (WIM) Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal and Control. This person will serve as a Subject Matter Expert within the CAO and will be responsible for helping drive project strategy/vision for securities-based lending.

Requirements

  • 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
  • This position is not eligible for Visa sponsorship.
  • This position offers a hybrid work schedule.
  • Specific compliance policies may apply regarding outside activities and/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.

Nice To Haves

  • Wealth Management experience, especially experience with Securities Based Lending
  • Advanced proficiency in Microsoft Office Suite
  • Strong understanding of banking and lending operations to include credit products, loan lifecycle management, underwriting, and servicing processes
  • Experience working in a regulated financial services environment, with a solid grasp of compliance, risk management, and governance frameworks
  • Proven success in leading large-scale, cross-functional projects from initiation to completion.
  • Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights.
  • Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels.
  • Demonstrated success managing multiple priorities, projects and initiatives in a fast paced, highly regulated environment
  • Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence
  • Experience conducting project meetings, presentations and status reporting

Responsibilities

  • Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives
  • Collaborate with cross-functional teams to communicate priorities and manage expectations effectively
  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution
  • Assist in the planning and execution of a variety of initiatives that may include risk mitigation, efficiency, and customer experience
  • Drive projects forward by removing obstacles, monitoring progress, engaging with cross functional stakeholders and ensuring timely delivery of key milestones.
  • Act as a change management champion by guiding stakeholders through transitions and fostering adoption of new processes
  • Identify and implement best practices for continuous improvement in project execution and change management.
  • This individual will focus on all things lending primarily focused on Securities Based Lending with some exposure to Custom Lending.
  • They will engage with partners in Wealth and Investment Management (WIM) Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal and Control.
  • This person will serve as a Subject Matter Expert within the CAO and will be responsible for helping drive project strategy/vision for securities-based lending.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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