Senior Business Execution Consultant – WIM Operations

Wells Fargo•Charlotte, NC

3d•Onsite

About The Position

Wells Fargo is seeking a Senior Business Execution Consultant to join the Custody & Wealth Servicing Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting product strategy, defining and delivering roadmaps, and enabling scalable, compliant servicing solutions that support institutional custody, clearing, and wealth servicing businesses. This Senior Business Execution Consultant role will be a key contributor supporting Digital, Virtual Assistant, and Contact Center modernization initiatives, including FARGO, Enterprise Intelligent Virtual Assistant (EIVA), and Contact Center enablement efforts. The role partners closely with Technology, Operations, Risk, Legal, Compliance, and Control to ensure solutions are well‑defined, operationally sound, and aligned to enterprise strategy and regulatory expectations.

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

Nice To Haves

Experience supporting digital transformation, automation, AI, virtual assistant, or contact center modernization initiatives
Knowledge of wealth management, investment servicing, customer service, or operations environments
Ability to translate business needs into technology-driven solutions and process improvements
Experience partnering across Operations, Product, Technology, Risk, and Control organizations
Knowledge of digital channels, including web, mobile, self-service, chatbot, or virtual assistant platforms
Experience gathering business requirements, developing use cases, and supporting implementation of strategic initiatives
Ability to manage multiple priorities and deliver results in a fast-paced, matrixed environment
Strong analytical, problem-solving, and stakeholder management skills
Excellent verbal, written, and executive-level communication skills
Knowledge of emerging technologies, including generative AI, conversational AI, or workflow automation solutions

Responsibilities

Represent WIM Operations in the delivery of client facing virtual assistant and contact center capabilities, translating business priorities into clear requirements, prioritized use cases, and experience alignment
Lead cross-functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control stakeholders, driving alignment on scope, dependencies, sequencing, and delivery outcomes
Provide subject matter expertise on client-facing use cases, validating high impact FAQs, end-to-end servicing journeys and content, and resolution pathways
Ensure operational risk and control alignment, proactively identifying gaps and partnering with stakeholders to remediate issues prior to release
Monitor outcomes (client adoption, digital resolution, deflection opportunity, exception handling) and recommend continuous improvements across FARGO and Enterprise Interactive Virtual Intelligence (EIVA) solutions
Develop and influence product enhancement roadmaps, business case development, and prioritization decisions to optimize client and operational outcomes
Serve as a trusted execution partner to senior leaders, providing clarity, insight, and communication involving these complex, multi-platform modernization initiatives