Business Execution Consultant

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Required Qualifications, US:

• 2+ 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, educatio

Desired Qualifications:

• 2+ year of financial operations experience
• 2+ year of brokerage industry experience
• 2+ years of experience supporting brokerage and/or IRA products
• Strong project management skills
• Strong organizational, multi-tasking, and prioritizing skills
• Efficiency in Excel and other Microsoft Office products (Power Point, Word, Access

Wells Fargo is seeking an Business Execution Consultant as part of the IRA Asset Movement Team within Wealth and Investment Management Operations. This team is responsible for IRA Asset Movement operations which includes functions such as contributions, distributions, conversions and rollovers for Wells Fargo Financial Advisors brokerage clients.
The Business Consultant Execution will work in a collaborative environment to meet line of business initiatives, mitigate risk and support strategic projects. This role will also involve looking for process improvement opportunities and enhancements within the IRA Asset Movement space. Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Provide work direction to less experienced Strategy and Execution staff

Required Qualifications, US:

• 2+ 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

Desired Qualifications:

• 2+ year of financial operations experience
• 2+ year of brokerage industry experience
• 2+ years of experience supporting brokerage and/or IRA products
• Strong project management skills
• Strong organizational, multi-tasking, and prioritizing skills
• Efficiency in Excel and other Microsoft Office products (Power Point, Word, Access)

Posting Location:

• Saint Louis, Missouri
• Charlotte, North Carolina
• Minneapolis, Minnesota