Wells Fargo

Consultant

• Lead complex initiatives including those that are cross-functional with broad impact and act as key participant in driving the company credit culture, desire, and business performance for Payment Risk
• Drive enterprise-level impact: Play a key role in protecting customers and shaping the future of payment risk strategy across a large portfolio
• Analyze payment and fraud trends to identify emerging risks and improvement opportunities
• Gain broad exposure: Work directly with senior leaders and cross-functional teams on high-visibility initiatives
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Collaborate closely with Product, Technology, Operations, and Risk stakeholders
• Interact with internal and external customers

Lead Analytics Consultant

Implementation Specialist

• Serve as the Single Point of Coordination for the customer
• Lead complex implementation projects and coordinate the setup of the Payment Manager product and related services
• Develop business requirements, create/manage project plans and coordinate appropriate meetings
• Establish timelines and track ongoing projects to ensure successful delivery
• Provide subject matter expertise and recommendations on product best fit
• Work with key partners on project priority and scope
• Communicate status to project team and the customer
• Proactively identify and resolve problems/issues
• Ensure that project tasks are completed according to established timelines
• Collaborate and consult with peers, management, technology, and compliance to deliver an exceptional customer experience
• Remain flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer's needs

GPL Change Implementation Consultant – Payables

DevOps Engineer

• Provide overall engineering strategy, design authority, and execution oversight for data center exit programs and modernization initiatives.
• Define and drive engineering patterns, solution architectures, and technical guardrails supporting DCMS activities.
• Lead platform integration work in partnership with cross‑enterprise leaders.
• Direct geographically dispersed engineering teams and partner groups to deliver time‑critical migration milestones.
• Oversee solution designs across Java, Big Data, open architecture, and cloud‑ready stacks.
• Maintain engineering integrity across observability, CI/CD pipelines, Infrastructure as Code, and automation capabilities.
• Manage managers and senior individual contributors in a high‑complexity, high‑pressure environment.
• Deliver clear, concise, insight‑driven updates to senior leadership.

DevOps Technology Director

Sales

• Provide comprehensive and consistent support to Municipal Sales, Trading, and Underwriting teams for delivery of quality service to MPG clients
• Identify and develop actionable trade ideas through continuous monitoring of market flows, pricing dynamics, and dislocations
• Proactively convey information across sales, trading, and clients to support timely and informed execution
• Formulate and present recommendations for clients, exercising independent judgment while developing expertise in policies, procedures, and compliance requirements
• Interact with internal and external customers and provide backup sales coverage for the Municipal Sales team
• Facilitate trade execution through timely and accurate entry of municipal trades across all required systems
• Enter and manage new issue orders in Ipreo in coordination with the sales and syndicate teams
• Monitor trades daily and coordinate with the internal settlement and trade allocation teams, as well as clients, to ensure accurate, timely trade execution and settlement
• Partner with the Municipal Middle Office team to proactively limit MSRB late trades
• Manage daily RTTM break resolution in coordination with the P&S group
• Create new customer accounts and manage onboarding and AML processes for new investor clients
• Complete requests from Compliance, AML, and Client Accounts business partners to update documentation and customer account information
• Maintain tracking of client engagement and value to support sales, coverage, and reporting initiatives
• Continuously identify opportunities for process improvements within Municipal Sales
• Support the sales team and broader business by completing ad hoc projects
• Continuously enhance municipal product knowledge through ongoing learning of new products, credit developments, and market trends

Analyst, Securities Sales

• Advise experienced leadership to develop or influence statistical modeling, analytical strategies, and advanced data visualization for complex business and technical needs.
• Support the strategy and resolution of moderately complex initiatives and deliverables requiring analytical application of industry techniques, advance data from multiple sources, and mathematics behind data analysis across the enterprise, delivering solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical, and coordination with stakeholders.
• Design and lead moderately complex projects, analyses, and application of techniques across the enterprise.
• Perform investigative research, root cause assessment and consulting regarding highly complex financial crimes transactions, policy violations and suspicious situations with moderate to high risk.
• Perform detailed examinations to detect transactional and relationship patterns, trends, anomalies and schemes across multiple businesses or products.
• Engage with peers, managers risk, compliance, managers across the enterprise, and serve as an expert advisor to leadership team.

Analytics Consultant, Sanction Screening Modeling

Product Manager

• Own customer-facing platform operational outcomes, from production readiness through steady-state execution and continuous improvement.
• Define and evolve customer-facing operational readiness, including support models, SLAs/SLOs, escalation paths, and consumption health signals.
• Act as the primary point of accountability for customer-impacting operational health, partnering with platform support teams for execution and delivery.
• Partner with incident management and support teams to ensure effective post-incident reviews, stakeholder communications, and systemic remediation.
• Proactively identify cross-platform operational dependencies across models, data pipelines, APIs, infrastructure components, and third-party vendors.
• Lead enterprise-wide resiliency initiatives focused on availability, fault tolerance, recovery, and operational stability of AI services.
• Drive cross-functional execution across product, engineering, infrastructure, security, risk, compliance, and vendor partners.
• Ensure AI services meet high standards for reliability, scalability, security, and operational readiness, aligned to customer and business impact.
• Lead large, complex, cross-functional technical programs from strategy and planning through execution, launch, and operationalization.
• Break down ambiguous and complex problem spaces into executable workstreams, milestones, and measurable outcomes.
• Anticipate and proactively manage risks, trade-offs, and bottlenecks before they impact platform stability or customer experience.
• Drive with urgency and foresight, balancing near-term delivery with long-term platform sustainability, resiliency, and technical excellence.
• Unblock stalled progress proactively by clarifying priorities, anticipating risks and patterns, mobilizing the right resources, and enabling fast, high-quality decisions.
• Continuously simplify, automate, and scale operations by leveraging trends, insights, and systemic learnings to improve customer experience, platform resiliency, and operational rigor.
• Partner closely with engineering teams to understand system architecture, dependencies, and technical constraints.
• Translate complex technical concepts into clear, actionable narratives for non-technical and executive stakeholders.
• Ensure programs meet high standards for reliability, scalability, security, and operational excellence.
• Define and track customer-centric platform health metrics, including adoption readiness, stability signals, and experience trends.
• Produce executive-ready updates, reporting, and insights to inform leadership decisions and investment prioritization.
• Strengthen confidence among business and technology leaders in the platform’s ability to scale enterprise-wide.

Senior Lead Digital Product Manager

Security Engineer

• Conduct application penetration testing across browser-based/web applications, APIs, and mobile applications
• Configure and tune automated tools to support testing
• Perform deep defect analysis by reproducing, validating, and safely demonstrating impact
• Produce clear, reproducible technical reports with evidence
• Collaborate with application and security teams to ensure shared understanding of defects
• Support continuous improvement of testing methodologies and processes

Senior Cyber Security Research Engineer – Application Pen Test

Financial Planning and Analysis

• Provide a commercial approach to the business of balancing market realities with appropriate risk management.
• Maintain appropriate credit quality and portfolio health through proper review and evaluation of new credit requests, modifications, and amendments, providing well-supported, timely and accurate credit recommendations/decisions, portfolio reporting, and risk rating updates, problem loan management, and non-accrual and loss identification and forecasting.
• Work with FIG team in structuring, underwriting, monitoring loans, and portfolio management performance. Including, recommending changes to new facility originations for current and prospective clients; review/comment on term sheets, deal structures and amendments to current deals (i.e. covenant levels/risk ratings/credit enhancements).
• Partner with senior LOB originators, portfolio managers and Credit Risk managers to identify and manage portfolio trends, portfolio risks, concentrations, and other portfolio-level metrics, to ensure proactive risk management.
• Identify and escalate emerging credit risks and concerns to senior leadership in a timely manner.
• Lead complex initiatives including those that are cross-functional with broad impact.
• Bring appropriate team members (inside and outside the LOB) into the deal approval process.
• Assist the relationship management teams in providing clear and concise recommendations and analysis for distribution up the approval chain.
• Stay current on market trends, regulatory changes, changes to accounting conventions, and macroeconomic factors impacting private equity, private credit and other issues related to the financial institutions segment and integrate insights into credit assessments.
• Maintain a strong understanding of enterprise and business line credit policies, ensuring full compliance with internal standards and procedures.
• Play an active role in knowing and supporting the customer by participating in due diligence activities, including management meetings, site visits, and calls.
• Assist and support business units in their efforts to prepare for and achieve satisfactory exams from RAR, OCC, Audit, etc.
• Reinforce Wells Fargo’s strong credit culture and strengthen team member engagement across the region.
• Develop and guide a culture of talent development to meet business objectives.
• Train and develop team members to ensure a strong pipeline of diverse future leadership talent at all levels of the organization.
• Engage and influence stakeholders, internal partners, and peers associated with analyzing new business products and prospects.
• Build and maintain effective relationships with internal and external clients, representing the organization with professionalism and integrity.

Senior Lead Credit Risk & Approval Officer – Corporate & Investment Banking

Underwriter

• Manage and develop a Secured Lending Underwriting team of individual contributors and managers in roles with moderate complexity and risk
• Engage and influence stakeholders, internal partners, and peers associated with Secured Lending Underwriting functional area or who are affected by its outcomes
• Identify and recommend opportunities for process improvement and risk control development within Secured Lending Underwriting functional area
• Manage the underwriting and loan closing functions within a geographic region
• Determine appropriate strategy and actions of a Secured Lending Underwriting team to meet moderate to high risk deliverables
• Interpret and develop policies and procedures for operations with moderate complexity within scope of responsibility
• Collaborate with and influence all levels of professionals, including experienced managers, as well interact directly with external customers
• Manage allocation of people and financial resources for Secured Lending Underwriting
• Develop and guide a culture of talent development to meet business objectives and strategy

Senior Manager – Secured Lending Underwriting

• 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

Business Execution Consultant

Solutions Engineer

• Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment
• Guide advisors through structured discovery to assess current state, define future state goals, and identify constraints
• Translate advisor needs into tailored solution recommendations across technology platforms, integrations, and partner capabilities
• Serve as a subject matter expert throughout the diligence process, focusing on advisory guidance rather than product selling
• Provide expertise on RIA technology ecosystems, including custody platforms, portfolio management systems, reporting tools, integrations, and workflows
• Partner with Product, Technology, and Partner Services teams to validate solution feasibility and readiness
• Support diligence workflows and ensure solution considerations are clearly documented and consistently applied
• Help advisors understand tradeoffs, dependencies, and sequencing related to technology and platform decisions
• Collaborate with Business Development and Advisor Transition leaders to enable earlier and deeper consultative engagement in the deal lifecycle
• Support pro forma and deal discussions by providing solution context that informs financial and operational decisions
• Improve business development efficiency by reducing late-stage friction, rework, and misalignment during advisor transitions
• Contribute to the design and refinement of repeatable diligence frameworks grounded in solution architecture
• Develop solution narratives, diagrams, and artifacts to support advisor decision-making and internal alignment
• Provide feedback to inform product strategy, partner ecosystem evolution, and go-to-market improvements

Solutions Consultant – RIA Solutions Business Development

• Act as a trusted advisor to senior leadership, shaping product strategies, roadmaps, and priorities for highly complex digital capabilities supporting credit eligibility and decisioning
• Own end-to-end delivery of critical product features and initiatives, from discovery through delivery and operational readiness
• Lead the strategy and resolution of complex business and technical challenges that span multiple systems, teams, and stakeholder groups
• Translate business objectives into clear, actionable product requirements that optimize technology delivery and long-term platform scalability
• Partner closely with technology leaders to align product and engineering capabilities, balancing speed to market, resilience, and control
• Drive structured discovery, refinement, and prioritization of product initiatives to maintain a clearly sequenced and outcome-driven book of work
• Coordinate and influence across business, technology, data, and external partners to deliver against agreed product objectives
• Provide clear product vision, direction, and accountability within the assigned product area, ensuring alignment to broader portfolio and enterprise goals
• Communicate product strategy, progress, trade-offs, and risks with clarity and confidence to senior executives and governance forums
• Serve as a subject matter expert in modern digital product practices and real-time decisioning environments, with sufficient technical fluency to partner effectively on APIs, data movement, and orchestration solutions
• Foster a strong agile discipline that inspires teams to continuously improve delivery evidenced through key agility metrics
• Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer

Senior Lead Digital Product Manager – Credit Services

• Lead the strategy and resolution of highly complex and unique challenges related to Business Execution 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
• Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management
• Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
• Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership
• Provide direction to a cross functional team using business expertise

Transactions Migration Product Owner

Account Manager

• Serve as a trusted advisor to independent business owners, providing guidance on practice growth, client segmentation, staffing, and long-term strategy
• Drive advisor engagement, retention, and growth across a defined territory within the Northeast Division
• Consult on business-building opportunities, helping advisors deepen client relationships and expand their capabilities
• Identify risks and opportunities within advisor practices and mobilize internal resources to improve outcomes
• Act as the voice of the advisor, influencing internal partners and shaping how the firm delivers value to the independent channel
• Lead in-market engagement, including one-on-one practice consulting and small group discussions
• Partner across the firm (Recruiting, Marketing, Product, Risk, and Leadership) to deliver a cohesive advisor experience
• Contribute to divisional growth initiatives, including advisor forums and strategic programs

Senior Relationship Manager – Independent Advisor Channel

Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.