About this role:

Wells Fargo is seeking a Business Execution Consultant on the Wealth Portfolio Implementation Team within the Wealth & Investment Management Operations group.

This team proactively manages the cash needs for trust and investment accounts by utilizing the Wells Fargo Investment Institute's best ideas. They currently serve about 17,000 clients with about $13 billion under management.

Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

• Determine areas of strength or Business Execution opportunity within defined scope of work

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations

• Utilize independent judgment to guide moderate risk deliverables

• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

• Collaborate and consult with leaders and executive management

• Provide work direction to less experienced Strategy and Execution staff

• Working as a data liaison with the audit and technology groups

• Maintaining internal and vendor data on a daily basis within internal data platforms

Required Qualifications:

• 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

Desired Qualifications:

• 2+ years of Project management experience

• 2+ years of Advanced Microsoft Access experience

• Experience with VBA

• Experience with SQL

• Portfolio management/rebalancing/trading experience

• Experience with policy/procedure writing

• Advanced Microsoft Office skills

• Knowledge and understanding of Python

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Able to work independently and collaborate to effectively implement trading solutions

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Posting Location:

• 1525 W WT Harris Blvd, Charlotte, North Carolina

Posting End Date:

20 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

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

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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.

Company: WELLS FARGO BANK

Req Number: R-377325

Updated: Thu Jul 18 01:09:04 UTC 2024

Location: CHARLOTTE,North Carolina