Lead Business Execution Consultant - Strategy, Analytics, Initiatives & Pri at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

187000.0

Posted On

16 Aug, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Strategic Planning, Powerpoint, Operational Execution, Excel, Training, Financial Services, Incentive Programs, Stakeholder Engagement, Strategic Thinking, Wealth Management, Cross Functional Initiatives

Industry

Financial Services

Description

PAY RANGE

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $187,000.00

APPLICANTS WITH DISABILITIES

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

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education

Desired Qualifications:

  • Experience in financial services, wealth management, or independent financial advisory practices
  • Proven ability to lead cross-functional initiatives and manage complex projects
  • Strong understanding of incentive programs and pricing models
  • Excellent analytical, problem-solving, and decision-making skills
  • Strong communication and presentation abilities with senior stakeholders
  • Proficiency in Excel, PowerPoint, and data visualization tools
  • Familiarity with regulatory and compliance standards in financial services
  • Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagemen
Responsibilities

Wells Fargo is seeking a Senior Strategy & Execution Consultant to join the Strategy, Analytics, Initiatives & Pricing team within Wells Fargo Advisors Financial Network (FiNet)-the fastest-growing channel in Wealth and Investment Management (WIM). FiNet supports independent financial advisors by providing a flexible platform, investment and lending solutions, and advanced technology to help them grow their business. With a focus on simplifying independence, FiNet empowers advisors to build a legacy while serving clients according to their own business model.
This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet’s value proposition in the independent advisor marketplace.

In this role, you will:

  • Administer and manage FiNet incentive programs and working capital loan program
  • Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
  • Ensure compliance and accuracy in financial transactions and agreement documentation
  • Partner with internal stakeholders to implement business strategies
  • Analyze data and performance metrics to identify opportunities and recommend solutions
  • Develop and maintain supervisory controls and reporting mechanisms
  • Present findings and recommendations to senior leadership and cross-functional teams
  • Multitask effectively across diverse topics-from initiative execution to pricing analysis to conversations with advisors
  • Adapt quickly to shifting priorities and business needs in a dynamic environment
  • Mentor junior team members and contribute to a collaborative team culture

Required Qualifications:

  • 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)

Desired Qualifications:

  • Experience in financial services, wealth management, or independent financial advisory practices
  • Proven ability to lead cross-functional initiatives and manage complex projects
  • Strong understanding of incentive programs and pricing models
  • Excellent analytical, problem-solving, and decision-making skills
  • Strong communication and presentation abilities with senior stakeholders
  • Proficiency in Excel, PowerPoint, and data visualization tools
  • Familiarity with regulatory and compliance standards in financial services
  • Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement

Job Expectations:

  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule

Job Location:

  • 2801 Market St. Saint Louis, MO 63103
  • 90 S 7th St. Minneapolis, MN 55402
  • 550 S Tryon St. Charlotte, NC 28202
  • 150 E 42nd St. New York, NY 10017
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