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WF
Hybrid Lead Technology Business Services Consultant – Technology Due Diligence
Posted 3 months ago
About the role
- Lead Technology Business Services Consultant at Wells Fargo driving technology due diligence for M&A and divestiture activities. Collaborating with cross-functional teams to assess technology impacts of transactions and deliver detailed reports.
Responsibilities
- Lead and coordinate due diligence for technology across impacted domains on all transactions.
- Document and maintain a detailed inventory of all affected technology assets, infrastructure, and personnel.
- Serve as liaison between technology, business, and enterprise stakeholders (Finance, HR, Legal, Supply Chain).
- Support Corporate Development with Virtual Data Room requirements and data extraction for analysis.
- Represent technology teams in diligence meetings with buyers/sellers, ensuring all follow-ups are addressed.
- Deliver consolidated Technology Due Diligence reports, including material issues, closing conditions, and recommendations.
- Track Technology Leadership Team acknowledgments in line with internal controls.
- Meet all deliverables within deadlines set by corporate development and business leadership.
Requirements
- 5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education.
- 5+ years’ experience in roles that support transaction work either in house M&A / Divestitures or consulting experience.
- Experience in the financial services industry.
- Proven technology due diligence experience in financial services M&A/integration/separation.
- Experience leading large-scale M&A/divestiture projects.
- Experience managing large-scale technology initiatives in a major line of business.
- Demonstrated influence at all organizational levels, especially senior management.
- Proficiency with AI platforms and tools such as Microsoft CoPilot and/or Google Notebook as well as familiarity with LLM orchestration, prompt engineering, and tool integration.
- Process engineering, continuous improvement experience (Six Sigma preferred).
- Advanced degree in Technology, Cybersecurity, or related field.
- Strong analytical, reporting, and stakeholder management skills.
- Project management qualifications.
Benefits
- 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
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