About The Position

Wells Fargo is seeking a Lead Business Execution Consultant on the Product and Strategic Delivery team within Corporate Investment Banking Operations. The role supports the Market Maker Clearing initiative and analyzes business processes, identifies operational improvements, and supports strategic change initiatives across Equity and Equity Derivatives operations. Working with Product, Technology, Risk, Operations, and external vendors, the consultant gathers and translates business requirements, evaluates data and process impacts, and helps deliver scalable solutions that support business growth and operational efficiency. The role leads cross-functional initiatives, drives accountability and efficiency while limiting risk exposure, and assesses business and support-function performance. It involves fact-finding and data analysis to address complex issues, developing recommendations, facilitating decisions and issue resolution, and supporting implementation of solutions. The consultant also collaborates with Business Execution colleagues and leaders and guides less experienced Strategy and Execution staff. The position requires a hybrid schedule and on-site work at the stated Charlotte location. Additional hours may be needed. The role is subject to FINRA background screening and ongoing regulatory requirements. It is not eligible for visa sponsorship.

Requirements

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Ability to work a hybrid schedule and on-site at the stated location.
  • Ability to work additional hours as needed.
  • Successful completion and clearance of a background check and compliance with ongoing regulatory requirements.

Nice To Haves

  • Experience supporting Equity and Equity Derivatives products, including trade lifecycle, clearing, settlement, and operational support functions.
  • Experience in Trade Operations, Trade Support, Middle Office, or Capital Markets Operations.
  • Strong business analysis skills, including requirements gathering, process analysis, data analysis, and solution design.
  • Experience supporting operational change initiatives, platform implementations, or business transformation programs.
  • Knowledge of market structure, clearing, and post-trade processing workflows.
  • Experience partnering with Product, Technology, and Operations teams to define business requirements and implement strategic solutions.
  • Ability to analyze operational data, identify trends, and provide actionable recommendations to business stakeholders.
  • Experience managing vendor relationships and third-party service providers, including Broadridge.
  • Experience creating business requirements documents, process flows, user stories, gap analyses, and operational procedures.
  • Strong understanding of risk and control considerations within Trade Operations and Clearing environments.
  • Advanced proficiency in Excel, PowerPoint, Visio, and process documentation tools.

Responsibilities

  • Lead cross-functional teams to strategize, plan, and execute programs, services, and initiatives.
  • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies.
  • Review strategic approaches and evaluate the effectiveness of support functions and business performance.
  • Conduct fact-finding and data-based assessments, develop solutions or recommendations for complex issues.
  • Make decisions in complex situations, facilitate decision-making and issue resolution, and support implementation of solutions and plans.
  • Collaborate and consult with Business Execution team members and team leaders to drive strategic initiatives.
  • Influence, guide, and lead less experienced Strategy and Execution staff.
  • Analyze business processes and identify operational improvements across Equity and Equity Derivatives operations.
  • Gather and translate business requirements, evaluate data and process impacts, and support delivery of scalable solutions.
  • Execute applicable risk programs, follow policies and procedures, fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.
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