About this role:

This newly created role, reporting to the Head of Client Executive Engagement, will work closely with coverage bankers and relationship managers to develop high-impact client briefing materials for executives within the Corporate & Investment Banking (CIB) division, as well as for the CEO of Wells Fargo. As an individual contributor, this position plays a critical role in providing a cohesive platform to manage client engagement interactions and opportunities. This position offers a hybrid work schedule and is based at 550 South Tryon Street in Charlotte, NC. The Wells Fargo job profile is Lead Business Execution Consultant.

In this role, you will:

• Acts as a strategic partner to the executive team, focused on enhancing client relationships by working with coverage bankers and relationship managers to build comprehensive client briefing materials

• Make decisions in highly complex and multifaceted situations requiring solid understanding of various products and lines of business within the corporate and investment bank

• Analyze client metrics (revenue, deals, and wallet share), to extract and summarize qualitative relationship summaries for executives

• Generate, track & deliver client pipeline providing regular updates to key stakeholders

• Work across the enterprise, ensuring alignment and efficient execution of client-related strategies

• Facilitate collaboration between finance and business execution teams to drive accurate data outputs

• Leveraged AI and automation to optimize processes, accelerate decision-making, and drive outcomes

Required Qualifications:

• 5+ 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 developing client briefing materials for investment banking clients

Desired Qualifications:

• Experience translating complex financials into compelling narratives

• Experience with CRM tools and data platforms for wallet share and public company metrics

• Experience working directly with front-line investment banking, markets and CRE teams

• Experience driving multiple workstreams with clear deliverables and measurable results

• Experience managing complex stakeholder dynamics at executive levels

• Experience building collaborative relationships across large organizations

• Experience presenting information that influences and persuades decision-makers

Office Location:

• 550 South Tryon Street - Charlotte, NC

Posting End Date:

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.