About The Position

Wells Fargo is seeking a Lead Business Execution Consultant to join the Fixed Income Distribution Sales COO organization. Reporting to the Fixed Income Distribution COO, this generalist role supports Fixed Income Distribution by partnering with sales leadership to translate business priorities into actionable plans and execute key initiatives. The role partners across Credit, Cross Asset, Macro, Municipals, Structured Products, and FX, and collaborates with control, risk, operational, and technology functions. It is subject to FINRA background screening and ongoing regulatory obligations. The position requires travel as needed, on-site work in accordance with current office requirements, and additional hours as needed. Posting locations are Charlotte, North Carolina, and New York, New York.

Requirements

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
  • Ability to travel as needed.
  • Willingness to work on-site in accordance with current office requirements.
  • Ability to work additional hours as needed.
  • Must successfully complete and pass a background check prior to hire; individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
  • Meet ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
  • Directly represent personal experiences during recruitment and hiring and provide accurate information and supporting documentation for lawful employment and education verification.
  • Comply with applicable policies concerning outside activities or personal investing if hired and affected by those policies.

Nice To Haves

  • Strong understanding of capital markets, with experience supporting Fixed Income or related businesses such as Credit, Cross Asset, Macro, Municipals, Structured Products, or FX.
  • Business management, business execution, project management, COO, middle-office, operations, or related experience within Corporate & Investment Banking or Capital Markets.
  • Experience leading complex initiatives across multiple stakeholder groups and competing priorities.
  • Ability to analyze complex business, financial, operational, or risk information and translate findings into clear recommendations and actions.
  • Strong written, verbal, and interpersonal communication skills, including experience developing concise, executive-ready materials.
  • Ability to exercise independent judgment, handle confidential information, and operate with urgency and accountability.
  • Advanced proficiency in Microsoft PowerPoint, Excel, and Word.

Responsibilities

  • Partner with Fixed Income Distribution leadership across Credit, Cross Asset, Macro, Municipals, Structured Products, and FX to set priorities, develop execution plans, monitor progress, and resolve delivery issues.
  • Lead strategic and annual planning, including business initiatives, operating plans, financial performance, expenses, headcount, productivity, and preparation for senior management reviews.
  • Support client and coverage management, including client planning, coverage changes, performance analysis, and coordination of cross-business opportunities.
  • Coordinate organizational and talent activities, including workforce planning, hiring, onboarding, offboarding, talent reviews, workforce reporting, and role or location changes.
  • Develop executive-ready presentations, business updates, performance commentary, client materials, and communications for Fixed Income Distribution leadership.
  • Partner with Risk, Compliance, Legal, Control, Internal Audit, Operations, Middle Office, and Technology to address regulatory, control, operational, and technology priorities and resolve complex issues.
  • Lead cross-functional initiatives, using business, financial, operational, and risk information to identify issues, develop recommendations, support decisions, and drive implementation.
  • Manage vendor relationships, contracts, service levels, renewals, and third-party business reviews in partnership with Sourcing and Risk partners.
  • Follow applicable Wells Fargo risk and compliance policies and procedures, fulfill risk obligations, escalate and remediate issues, and make sound risk decisions.
  • Provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policies concerning outside activities or personal investing, if applicable.
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