Client Lifecycle Management - Onboarding Transformation Lead

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:

• 7+ 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:

• Experience with Client facing onboarding
• Change Management and Process re-engineering experience
• Data and Operating model design and strategy skills
• 7+ years of management consulting, strategy consulting, or business operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Demonstrated experience playing a lead role in cross functional or enterprise-wide teams and developing collaborative working relationships with a variety of constituents
• Strong understanding of Banking, Markets, and other CIB products
• Ability to think innovatively to improve client on-boarding processes and enhance client satisfaction
• Excellent verbal and written communication skills to effectively liaise with clients, sales teams, and internal stakeholders
• Strong analytical and problem-solving skills
• Significant experience with operational support and initiative implementation including the ability to synthesize and summarize large amounts of information, derive the implications, and present them in an effective way
• Strong organizational, multi-tasking, and prioritizing skills needed to operate in a matrixed organization
• Leadership skills including the ability to motivate, drive initiatives, be transparent, effectively influence, build and manage relationships
• Strong Knowledge of the banking regulatory reporting rules and regulations including FINRA, Qualified Financial Contracts and Dodd Frank regulations
• Understanding of client onboarding documentation that includes KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation
• Bachelor’s degree in finance, Business Administration, or a related field
• Analytics and tooling platform skills such as Alteryx, Microsoft Dynamics, Tableau, Visio, Signavio etc

Wells Fargo is seeking a Senior Lead Business Execution consultant to drive strategic Onboarding transformation initiatives and programs from strategy development to execution in partnership with leaders and teams within CIB as well as from lines of business, Technology, Risk/Control, and other functional groups.
Reporting to the Global CIB Onboarding Transformation and Client Lifecycle Director, this candidate will be responsible for leading programs or workstreams concerning transformation efforts. Successful candidates will demonstrate experience in leading/executing cross-organizational initiatives, change management programs, solving strategic problems, and delivering tangible results, as well as abilities to collaborate with stakeholders and strong communication and leadership/people skills.
This role is within the CIB COO Client Lifecycle Management (CLM) organization, that is responsible for end-to-end Client onboarding and ongoing lifecycle management of Clients across CIB lines of Business such as Banking, Markets, CRE etc. Learn more about our career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Lead the CIB Client Data and Operating model Transformation agenda for Client Onboarding
• Drive the multiyear Client Lifecycle Onboarding Transformation agenda through various process re-engineering initiatives such as Client Data, Workflows, Onboarding orchestration etc.
• Act as a Business Execution advisor to drive performance and initiatives; develop and implement information delivery or presentations to key stakeholders and management
• Support business in strategy and resolution of highly complex and unique challenges related to Client Onboarding Transformation that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions
• Provide vision, direction, and expertise to Senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational
• Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
• Provide direction to a cross functional team using business expertise
• Identify areas of strategic business controls and alliance opportunities
• Identify and coordinate technology requirements
• Recognize bottlenecks and drive enhancements in the onboarding process and communication pathways, focusing on efficiency and scalability
• Assist in executing projects and initiatives aimed at implementing policy changes or process improvements

Required Qualifications:

• 7+ 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:

• Experience with Client facing onboarding
• Change Management and Process re-engineering experience
• Data and Operating model design and strategy skills
• 7+ years of management consulting, strategy consulting, or business operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Demonstrated experience playing a lead role in cross functional or enterprise-wide teams and developing collaborative working relationships with a variety of constituents
• Strong understanding of Banking, Markets, and other CIB products
• Ability to think innovatively to improve client on-boarding processes and enhance client satisfaction
• Excellent verbal and written communication skills to effectively liaise with clients, sales teams, and internal stakeholders
• Strong analytical and problem-solving skills
• Significant experience with operational support and initiative implementation including the ability to synthesize and summarize large amounts of information, derive the implications, and present them in an effective way
• Strong organizational, multi-tasking, and prioritizing skills needed to operate in a matrixed organization
• Leadership skills including the ability to motivate, drive initiatives, be transparent, effectively influence, build and manage relationships
• Strong Knowledge of the banking regulatory reporting rules and regulations including FINRA, Qualified Financial Contracts and Dodd Frank regulations
• Understanding of client onboarding documentation that includes KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation
• Bachelor’s degree in finance, Business Administration, or a related field
• Analytics and tooling platform skills such as Alteryx, Microsoft Dynamics, Tableau, Visio, Signavio etc.

Job Expectations:

• Ability to travel up to 10%