About this role:

Wells Fargo is seeking a Lead Business Growth Strategy Consultant to join the Wealth & Investment Management (WIM) Partnerships group, part of the WIM National Sales organization The WIM Partnerships team connects Wealth & Investment Management (WIM) with the Commercial Bank (CB) and Corporate & Investment Bank (CIB) to accelerate two-way referrals, uncover cross-LOB growth, and deepen enterprise relationships with shared clients and prospects.

The team enables a seamless, compliant, and measurable cross-line-of-business (LOB) collaboration engine that:

• strengthens client coverage,
• increases share of wallet,
• expands product penetration across the enterprise,
• and improves client experience through coordinated solutions.

In this role, you will:

• Support referral flow between WIM and CIB/CB:
• Assist in referral flow improvements
• Enhance reporting
• Identify, track and resolve escalations
• Manage pipeline reviews
• Identify growth opportunities for cross-LOB referrals
• Build strategic initiatives to drive deeper enterprise relationships
• Help build educational content for Bankers to educate them on WIM capabilities, products & services
• Assist advisors in finding opportunities to refer clients to CB and CIB

Required Qualifications:

• 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in strategy, business execution, consulting, finance, or business analytics within a large, complex organization
• Working knowledge of Wealth Management, Commercial Banking, Investment Banking, or related financial services functions
• Exposure to referral programs, sales enablement, or business development efforts
• Ability to analyze data, draw insights, and translate findings into clear recommendations
• Strong Excel and PowerPoint skills, with comfort manipulating datasets and building executive‑ready and educational materials
• Demonstrated ability to manage multiple initiatives, balance priorities, and execute with attention to detail
• Strong relationship‑building skills with the ability to partner across teams and lines of business
• Experience supporting cross‑enterprise or partnership‑driven initiatives
• Comfort working with ambiguity and evolving program structures
• Project and/or Program management experience

Job Expectations:

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• This position is not eligible for Visa sponsorship

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$119,000.00 - $187,000.00

Benefits

• Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit [Benefits

• Wells Fargo Jobs](https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

• Health benefits

• 401(k) Plan

• Paid time off

• Disability benefits

• Life insurance, critical illness insurance, and accident insurance

• Parental leave

• Critical caregiving leave

• Discounts and savings

• Commuter benefits

• Tuition reimbursement

• Scholarships for dependent children

• Adoption reimbursement

Posting End Date:

5 May 2026

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.

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.