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Business Overview

Wealth & Investment Management (WIM) is one of the nation’s leading providers of financial and investment services. We deliver a full range of personalized wealth management, investment, planning, and retirement solutions that help clients pursue their goals with confidence.

Banking, Lending & Trust (BL&T) provides high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients access to Wells Fargo Bank products and services across banking, custom lending, and trust—bringing the right specialists, research, and custom solutions together.

About this role

Wells Fargo is seeking a Senior Business Execution Consultant within the Credit Solutions Chief Administrative Office (CAO). This role drives strategic initiatives primarily in the Securities‑Based Lending (SBL) space, with exposure to Custom Lending. The ideal candidate combines hands‑on SBL know‑how with deep expertise in project management, process optimization, change management, and cross‑functional collaboration. https://www.wellsfargojobs.com/

In this role, you will

• Maintain a clear and consistent list of priorities to ensure alignment across teams and initiatives.
• Collaborate with cross‑functional partners to communicate priorities and manage expectations effectively.
• Research moderately complex business, operational, and strategic initiatives that require analytical skills and knowledge of organizational strategy and Business Execution.
• Plan and execute initiatives focused on risk mitigation, operational efficiency, and client experience.
• Drive projects forward by removing obstacles, monitoring progress, engaging stakeholders, and ensuring timely delivery of milestones.
• Champion change management by guiding stakeholders through transitions and fostering the adoption of new processes.
• Identify and implement best practices for continuous improvement in project execution and change management.

Collaboration scope: This role focuses on lending with emphasis on Securities‑Based Lending and partners closely with WIM Operations, Credit Solutions Leadership, Client Relationship Group, Credit Risk, Compliance, Finance, Legal, and Control. The Senior Consultant will serve as a Subject Matter Expert within the CAO and help shape SBL strategy and execution.

Required Qualifications

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through a combination of work experience, training, military experience, and/or education.

Desired Qualifications

• 4+ years in wealth/private bank or credit solutions environments with hands‑on SBL delivery and exposure to Custom Lending for HNW/UHNW clients.
• Proven success leading multi‑workstream initiatives across front office, underwriting, operations, risk, and technology with disciplined scope, dependencies, and governance
• Experience executing change in a highly regulated environment in partnership with Credit Risk, Compliance, Legal, Control, Audit, and Policy/Model teams
• Facilitates enterprise change and executes complex initiatives end‑to‑end by building and leading structured change plans (stakeholder mapping, impact and readiness assessments, training and communications, adoption and reinforcement), integrating change controls into project plans, running governance forums/steer‑cos, and driving adoption across WIM Operations, Client Relationship Group, Credit Risk, Compliance, Legal, Finance, and Control
• Strong analytical and problem solving skills with the ability to interpret complex data and drive actionable insights
• Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence
• Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights.
• Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels
• Advanced Microsoft Office (Excel, PowerPoint); working knowledge of Power BI (or similar) for dashboards and operational indicators

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position offers a hybrid work schedule.
• Specific compliance policies may apply regarding outside activities and/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.

Job Locations:

• 550 S Tryon St, Charlotte NC 28202
• 299 S Main St, Salt Lake City UT, 84111
• 550 S 4th ST, Minneapolis MN, 55415
• 401 Las Colinas Blvd W Bldg B, Irving TX, 75039
• 2801 Market St F &L Bldg, St Louis MO, 63106
• 800 S Jordan Creek Pkwy, West Des Moines IA, 50266

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$87,000.00 - $154,000.00

Benefits:

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

Visit Benefits:

• Wells Fargo Jobs 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:

16 Mar 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.