Wells Fargo

Business Execution Consultant – CRG Infrastructure Support Services

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Montana • North Carolina • United States

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About the role

  • Provide execution support across core business infrastructure functions, including representative code setup, adjustments, inquiries, and employee access facilitation
  • Participate in assigned and ongoing business operations to support achievement of business goals and objectives
  • Set up new representative codes with a high level of accuracy, recognizing the impact on advisor compensation workflows
  • Identify process improvement opportunities by performing research and root cause analysis of compliance and business metrics
  • Determine strengths and opportunities within defined execution processes
  • Review and analyze strategies, recommending actions to support effective, compliant, and efficient operations
  • Utilize independent judgment to guide moderate risk deliverables and decisions
  • Provide guidance across diverse operational support functions within the designated business group
  • Collaborate with ISS and cross functional partners to ensure consistent execution
  • Present recommendations for improvements to support strategy, risk management, and performance optimization
  • Consult with leaders and executive management as needed
  • Provide work direction to less experienced Strategy and Execution team members

Requirements

  • 2+ years of Business Execution, Implementation, Strategic Planning, or equivalent experience
  • 1+ year of experience within Wells Fargo Advisors’ Client Relationship Group (Operations, Governance, or Compliance)
  • Experience with Advisor Gateway / SmartStation APS, and BETA
  • Demonstrated ability to identify and implement process improvements using research and root cause testing
  • Ability to work independently with minimal direction
  • Strong organizational, multitasking, and prioritization skills
  • Excellent verbal, written, and interpersonal communication abilities
  • Strong analytical skills and attention to detail
  • Ability to collaborate effectively across teams and organizational levels
  • Ability to navigate and work across multiple systems, applications, and search tools
  • Ability to prioritize, meet deadlines, and work effectively in a fast paced, complex environment
  • Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and SharePoint
Benefits
  • Hybrid work schedule in alignment with the existing WIM policies and standards
  • Compliance policies regarding outside activities and personal investing
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Business ExecutionImplementationStrategic PlanningProcess ImprovementRoot Cause AnalysisAnalytical SkillsAttention to DetailMultitaskingPrioritization
Soft Skills
Independent JudgmentCollaborationCommunicationOrganizational SkillsInterpersonal Skills