Business Execution Consultant – FA Channel Transfer Support

Wells Fargo

Business Execution Consultant supporting Financial Advisor Channel Transfer with operational analysis and data insights. Analyzing data, troubleshooting issues, and collaborating with cross-functional teams.

Posted 7/1/2026full-timeSaint Louis • Montana, North Carolina, Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Provide Operational & Analytical Execution
Pull, validate, and analyze operational data using Excel (including formulas, pivot tables, lookups).
Identify patterns, trends, and issues; explain findings in a clear, structured way to partners.
Support evidence gathering for controls, monitoring routines, and risk‑related processes.
Troubleshoot data discrepancies, system issues, and workflow gaps; propose resolutions.
Conduct Business Analysis & Support Problem Solving
Perform research on moderately complex business and operational issues requiring analytical and conceptual skills.
Document processes, controls, and findings with high accuracy and attention to detail.
Contribute to operational enhancements, efficiency efforts, and process improvements.
Work Cross-functionally & Communicate
Act as a business‑facing partner: interpret data, communicate insights, and describe what actions should be taken.
Maintain strong relationships across cross‑functional teams and support leaders through concise updates and recommendations.
Explain not only what the data shows but why it matters and how to solve the identified issue.
Support Programs & Initiatives
Assist in planning and executing risk, efficiency, and customer‑experience initiatives.
Track, manage, and monitor deliverables across multiple workstreams.
Provide structure, follow‑through, and documentation for initiatives and recurring routines.

Requirements

What you’ll need

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
Experience in investment operations, including account coding for transitioning a Financial Advisor’s book of business
Proficient Excel skills, including formulas (e.g., VLOOKUP), pivot tables, and data analysis tools.
Familiarity with Beta functions/green screens (preferred but not required)
Experience using Tableau/Power BI for data analysis and reporting
Experience pulling data/queries and troubleshooting operational issues
Advisor Gateway experience is a plus
Expert ability in tracking, updating, and monitoring project or operational deliverables
Analytical mindset with experience in validation, evidence gathering, and control routines
Strong verbal and written communication skills, with the ability to simplify complex information for non‑technical audiences
Highly organized with exceptional attention to detail
Ability to work in a fast‑paced environment, manage multiple tasks, and prioritize effectively.

Benefits

Comp & perks

Follow enterprise guidelines related to in-person office work schedule
Currently, hybrid work schedule with at least 3 days (8 hours per day) in-person each week - this is subject to change in the future
Specific compliance policies may apply regarding outside activities or personal investing.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Data ValidationOperational AnalysisProcess DocumentationTroubleshootingEvidence Gathering

Soft Skills

Attention to DetailOrganizational SkillsProblem SolvingCross-Functional CollaborationVerbal Communication