Hybrid Business Execution Consultant – CRG Infrastructure Support Services

at Wells Fargo

• Job title: Business Execution Consultant – CRG Infrastructure Support Services
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Saint Louis, United States

About the role

• Business Execution Consultant supporting infrastructure functions within Wells Fargo's Wealth & Investment Management division. Involves execution support and collaboration with branch leadership and governance partners.

Responsibilities

• Provide execution support across core business infrastructure functions, including representative code setup, adjustments, inquiries, and employee access facilitation
• Participate in assigned and ongoing business operations to support achievement of business goals and objectives
• Set up new representative codes with a high level of accuracy, recognizing the impact on advisor compensation workflows
• Identify process improvement opportunities by performing research and root cause analysis of compliance and business metrics
• Determine strengths and opportunities within defined execution processes
• Review and analyze strategies, recommending actions to support effective, compliant, and efficient operations
• Utilize independent judgment to guide moderate risk deliverables and decisions
• Provide guidance across diverse operational support functions within the designated business group
• Collaborate with ISS and cross functional partners to ensure consistent execution
• Present recommendations for improvements to support strategy, risk management, and performance optimization
• Consult with leaders and executive management as needed
• Provide work direction to less experienced Strategy and Execution team members

Requirements

• 2+ years of Business Execution, Implementation, Strategic Planning, or equivalent experience
• 1+ year of experience within Wells Fargo Advisors’ Client Relationship Group (Operations, Governance, or Compliance)
• Experience with Advisor Gateway / SmartStation APS, and BETA
• Demonstrated ability to identify and implement process improvements using research and root cause testing
• Ability to work independently with minimal direction
• Strong organizational, multitasking, and prioritization skills
• Excellent verbal, written, and interpersonal communication abilities
• Strong analytical skills and attention to detail
• Ability to collaborate effectively across teams and organizational levels
• Ability to navigate and work across multiple systems, applications, and search tools
• Ability to prioritize, meet deadlines, and work effectively in a fast paced, complex environment
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and SharePoint

Benefits

• Hybrid work schedule in alignment with the existing WIM policies and standards
• Compliance policies regarding outside activities and personal investing