Business Execution Consultant
Wells Fargo
About this role:
Wells Fargo is seeking a Business Execution Consultant.
In this role, you will:
This position will serve as a Strategy Consultant/Business Initiatives Consultant for CIB Banking COO team, which provides industry coverage in coordination with partners across Wells Fargo. Our industry-aligned model covers Consumer & Retail, Healthcare, Energy & Power, Financial Institutions, Industrials, Technology, Media & Telecommunications, and Real Estate, Gaming, Lodging & Leisure verticals.
The Team Member will help support CIB Coverage Chief Operating Officers and Strategy Consultants in establishing business and client priorities, partnering with the broader Wells Fargo organization, and running the day-to-day operations of the business to execute on activities including but not limited to:
- Assist in development of strategic plans across Wells Fargo’s US and Global CIB client coverage and credit portfolio management teams
- Partner with Chief Operating Officers and product partners to ensure consistent communication to banking teams
- Prepare industry level reporting and data analysis including internal and 3rd party data for strategic business decisions, competitive benchmarking, account planning, etc.
- Maintain data integrity and pipeline management in CRMs and other Systems of Records
- Assist with the regular recurring business partner discussions and reoccurring pipeline meetings including preparation of all presentations materials
- Implement material preparation and follow-up efforts to drive sales execution in Investment Banking
- Support Group Heads, COOs, and Sector Heads in initiative tracking, project execution, and banker scorecards
- Research and analyze client information and data across multiple tools and platforms, including but not limited to: Client profitability systems, Loan tracking systems, Company hierarchy management platform, and Salesforce.com
- Key skill sets needed: Data gathering, analysis and presentation, Problem-solving skills, Business acumen, Ability to manage multiple projects simultaneously, Ability to integrate data/financial analysis into streamlined presentations, and Knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools.
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:
- MBA or Graduate in Finance, Management or Strategy
- 2+ years of Experience in business planning and strategy, consulting in the BFSI sectors; or a Master's degree or higher education in fields such as business, finance or economics
- Advanced proficiency in Microsoft Excel, Power BI and PowerPoint, Ability to manipulate large sets of data (BI Tools, Pivot Tables, Macros)
- Knowledge and understanding of Corporate & Investment Banking
- Experience in problem analysis, solution implementation, and change management
- Excellent verbal, written, and interpersonal communication skills
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Experience in financial analysis including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trade, etc.), and internal client/LOB financial performance analysis.
- Experience with customer relationship management systems (CRMs) including Salesforce.com
- MBA or Graduate in Finance, Management or Strategy
- 4+ years of Experience in business planning and strategy, consulting in the BFSI sectors; or a Master's degree or higher education in fields such as business, finance or economics
Posting End Date:
*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.