WIM Partnerships Lead Business Growth Strategy Consultant

Wells Fargo & Company•Charlotte, NC

About The Position

Wells Fargo is seeking a Lead Business Growth Strategy Consultant to join the Wealth & Investment Management (WIM) Partnerships group, part of the WIM National Sales organization. The WIM Partnerships team connects Wealth & Investment Management (WIM) with the Commercial Bank (CB) and Corporate & Investment Bank (CIB) to accelerate two-way referrals, uncover cross-LOB growth, and deepen enterprise relationships with shared clients and prospects. The team enables a seamless, compliant, and measurable cross-line-of-business (LOB) collaboration engine that strengthens client coverage, increases share of wallet, expands product penetration across the enterprise, and improves client experience through coordinated solutions.

Requirements

5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully complete and pass a FINRA background check prior to hire
Meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
Abide by applicable policy requirements regarding outside activities or personal investing if hired

Nice To Haves

Experience in strategy, business execution, consulting, finance, or business analytics within a large, complex organization
Working knowledge of Wealth Management, Commercial Banking, Investment Banking, or related financial services functions
Exposure to referral programs, sales enablement, or business development efforts
Ability to analyze data, draw insights, and translate findings into clear recommendations
Strong Excel and PowerPoint skills, with comfort manipulating datasets and building executive‑ready and educational materials
Demonstrated ability to manage multiple initiatives, balance priorities, and execute with attention to detail
Strong relationship‑building skills with the ability to partner across teams and lines of business
Experience supporting cross‑enterprise or partnership‑driven initiatives
Comfort working with ambiguity and evolving program structures
Project and/or Program management experience

Responsibilities

Support referral flow between WIM and CIB/CB
Assist in referral flow improvements
Enhance reporting
Identify, track and resolve escalations
Manage pipeline reviews
Identify growth opportunities for cross-LOB referrals
Build strategic initiatives to drive deeper enterprise relationships
Help build educational content for Bankers to educate them on WIM capabilities, products & services
Assist advisors in finding opportunities to refer clients to CB and CIB