Sr. AVP, CIB Senior Business Execution Consultant

Wells Fargo Bank•New York, NY

17h•Hybrid

About The Position

Wells Fargo is seeking a Senior Business Execution Consultant to join their CIB Banking COO Office. This office supports business execution and strategy for bankers and executives across various coverage verticals and product lines within Corporate & Investment Bank (CIB). The role involves supporting business management, strategy, data transformation, client lifecycle management, and risk management. The position is hybrid with some in-office 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.
Utilizing key skillsets including project management, data analysis, problem-solving skills, financial business acumen, ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools.
Ability to work outside of normal business hours if needed.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities 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

3+ years of experience in financial services, strategy or analytics; or a master's degree or higher in fields such as business, finance, or economics.
Prior experience in Investment Banking, Corporate Banking or Financial Services Consulting.
Experience with CRM platforms (e.g., Salesforce).
Strong understanding of strategic planning, performance management, and execution.
Demonstrated ability to analyze complex problems and implement solutions.
Strong financial analysis skills (e.g., company performance, market dynamics, internal business metrics).
Excellent written and verbal communication skills, with the ability to develop executive-level materials.
Ability to operate independently and exercise sound judgment in a fast-paced, results-driven environment.
Proven ability to collaborate across teams and organizational levels with flexibility and adaptability.
Advanced proficiency in Microsoft PowerPoint and Excel including experience working with large datasets and analytical tools (e.g., PivotTables, BI tools; VBA/macros).
Experience with AI and workflow tools that reduce manual tasks through increased automation.

Responsibilities

Run the day-to-day operations of the business including client prioritization, analyzing performance metrics, and working on projects with the broader Wells Fargo organization (Finance, Analytics, Marketing, Compliance).
Collaborate with the Vertical/Product COO, front line bankers, and Group Executive.
Support COO and Group Head Executives in pipeline analysis, initiative tracking, banker scorecards and client engagement activities.
Analyze and monitor client and financial data across internal systems (e.g., profitability systems, loan tracking tools, CRM/Salesforce, and company hierarchy platforms).
Support planning and execution of vertical and product-level strategy sessions and recurring pipeline meetings, including development of presentation materials.
Evaluate performance across sectors and bankers using internal CRM data and third-party sources (e.g., Dealogic) for competitive benchmarking.
Develop executive-ready materials integrating financials, KPIs, and analytics (e.g., coverage and calling metrics, wallet share, and fee performance).
Ensure data accuracy and integrity across CRM pipelines and internal platforms.
Collaborate cross-functionally with Finance, Analytics, Marketing, and Compliance to deliver strategic projects.
Operate effectively in a fast-paced environment while managing competing priorities and deadlines.