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 focuses on analyzing business processes, identifying operational improvements, and supporting strategic change initiatives across Equity and Equity Derivatives operations. The consultant works with Product, Technology, Risk, Operations, and external vendors to gather and translate business requirements, assess data and process impacts, and help deliver scalable solutions that support business growth and operational efficiency. The role leads and supports complex programs and initiatives, drives accountability and efficiency while limiting risk exposure, evaluates business performance and support functions, and develops solutions or recommendations from fact-finding and data analysis. It also facilitates decisions and issue resolution, supports implementation of solutions and plans, 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, with additional hours as needed. It is subject to FINRA background screening and ongoing regulatory requirements. The role is not eligible for visa sponsorship. Employees are expected to follow Wells Fargo risk, compliance, and related policies and procedures.

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 FINRA background check, with ongoing regulatory screening and reporting requirements.
  • Compliance with applicable policies concerning outside activities and personal investing, if hired.

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 (BRDs), 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 the effectiveness of support functions and business performance.
  • Conduct assessments using fact-finding and data, develop solutions or recommendations for complex issues, and facilitate decision-making and issue resolution.
  • Support implementation of developed 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.
  • Gather and translate business requirements, evaluate data and process impacts, and help deliver scalable solutions for the Market Maker Clearing initiative.
  • Work with Product, Technology, Risk, Operations, and external vendors to support strategic change across Equity and Equity Derivatives operations.
  • Follow applicable risk and compliance programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.
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