Wells Fargo

Business Execution Consultant - Executive Wealth Solutions

Wells Fargo • $77K — $121K *
Charlotte, NC 28269In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in Business Execution, Implementation, or Strategic Planning.
  • 5+ years of Banking Services experience with Private Bank Clients.
  • 5+ years of Banking Services experience with Professional Service Firms.
  • Supervisory and leadership experience.
  • Advanced skills in Microsoft Office apps (Teams, Word, Excel, Outlook, PowerPoint).

Responsibilities

  • Manage operations of Private Equity Co-Invest Banking & Lending programs.
  • Participate in creating and managing borrower onboarding processes.
  • Engage in pitch meetings with Asset Management Firms.
  • Identify process improvement opportunities through compliance metrics.
  • Review strategies for effective process and performance alignment.
  • Utilize judgment for moderate risk deliverables and present improvement recommendations.
  • Collaborate with leaders and guide less experienced staff.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Commuter benefits
Full Job Description
About this role:

Wells Fargo is seeking a Business Execution Consultant as part of Executive Wealth Solutions (EWS), a division of Wealth and Investment Management. This role will primarily focus on managing the operations of the Private Equity Co-Invest Banking & Lending programs. Learn more areas and lines of business at Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)

In this role, you will:
  • Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives in partnership with EWS Head of Operations and EWS Wealth Banking Director.
  • Partner with Custom Credit Alternative Financing team to manage Co-Invest lending programs including program creations, borrower onboarding, and capital call funding.
  • Participate in pitch meetings with Asset Management Firms
  • Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
  • Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
  • Utilize independent judgment to guide moderate risk deliverables
  • Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
  • Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
  • Collaborate and consult with leaders and executive management
  • Provide work direction to less experienced Strategy and Execution staff
  • Review and approve pre-account opening due diligence.
  • Review and approve KYC records.
  • Coach and provide support to Bankers and Banking Coordinators
  • Serve as back up to cover other EWS Regions as needed.
  • Manage complex client relationships and requests in partnership with banking team.


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


Desired Qualifications:
  • 5 + years experience providing Banking Services to Private Bank Clients.
  • 5 + years experience providing Banking Services to Professional Service Firms
  • Experience in supervision and leadership
  • Advanced Microsoft Office (Teams, Word, Excel, Outlook, Teams and PowerPoint) skills
  • Knowledge and understanding of financial industry associated regulatory standards and agencies
  • Strong analytical and problem-solving skills with the ability to develop creative and efficient solutions
  • Effective organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Knowledge and understanding of opening new consumer & business deposit accounts, account maintenance, processing, KYC's and TE's.
  • Experience in a support role within a banking environment
  • Experience interpreting policies, procedures, and compliance requirements
  • Knowledge of how to interpret business formation documents
  • Ability to develop and manage clients and business relationships
  • Solid technical skills to learn and navigate multiple computer systems, applications, and utilize search tools to find information in SVP, Client link, TMT.
  • Ability to provide strong customer service while balancing the needs of clients, shareholders, and team members.


Job Expectations:
  • This position offers a hybrid work schedule
  • This position is not eligible for Visa sponsorship

Job Location:

550 S Tryon St., Charlotte, NC

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.
$77,000.00 - $121,000.00

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:

8 Aug 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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