Business Execution Consultant

Wells Fargo

. Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business .

Posted 5/13/2026full-timeIrving • Montana, Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business
Lead practice change and business transformation efforts, helping advisor-facing teams evolve operating models, workflows, and client engagement approaches
Design and implement business management frameworks, including performance tracking, operational governance, and KPI monitoring
Drive change management strategies, ensuring successful adoption of new processes, tools, and technologies through stakeholder engagement, communication, and training
Build and scale new programs and processes from ambiguity, translating evolving business needs into structured execution roadmaps
Translate complex business and technical requirements into actionable plans, partnering closely with technology teams to design and deliver scalable solutions
Lead cross-functional execution across business, technology, operations, and external partners, ensuring alignment with enterprise strategy
Facilitate leadership forums, governance routines, and steering committees to drive decision-making, prioritization, and accountability
Develop executive communications, reporting, and insights, using data and analytics to measure performance and inform strategy
Act as a liaison between business and technical teams, ensuring clarity, alignment, and successful delivery outcomes
Provide direction and influence to cross-functional teams, driving execution through collaboration in a matrixed environment

Requirements

What you’ll need

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
Experience supporting RIA, Wealth Management, or Financial Advisor practice environments
Demonstrated expertise in change management methodologies and driving enterprise or business-line transformation initiatives
Experience with practice management and advisor business models, including operational efficiency and client service enhancements
Proven ability to build business processes, frameworks, or programs from the ground up in ambiguous environments
Strong business management experience, including planning, performance measurement, and operational governance
Advanced analytical and problem-solving skills, with the ability to generate data-driven insights and recommendations
Strong executive communication skills, including development of presentations for senior leadership audiences
Ability to translate complex business and technical needs into clear, actionable requirements
Experience partnering with technology teams, vendors, and third-party providers
Hands-on experience with Salesforce or similar CRM platforms, including implementation, optimization, or build-out efforts
Proven ability to influence stakeholders and drive alignment across multiple levels of the organization

Benefits

Comp & perks

Follow enterprise guidelines related to in-person office work schedule.
Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
Up to 15% travel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business ExecutionImplementationStrategic PlanningChange ManagementOperational EfficiencyPerformance MeasurementData AnalysisProblem-SolvingBusiness Process DevelopmentKPI Monitoring

Soft Skills

LeadershipCommunicationCollaborationStakeholder EngagementInfluencingDecision-MakingAdaptabilityStrategic ThinkingExecutive CommunicationCross-Functional Team Leadership