Business Initiatives Consultant 3

Wells Fargo   •  

Concord, NC

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 80 days ago

This job is no longer available.

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Asset Management (WFAM), a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $504 billion in assets under management as of January 12, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

The Investment Operations team within Wells Fargo Asset Management has responsibility for the day to day business management of the firm’s business functions and processes. Responsibilities for the Business Initiatives Consultant will include envisioning new ways to run our business, gathering business requirements, designing processes and procedures, partnering with technology teams, oversight, design and support of critical operational databases and tools, and recommending ways to enable greater self-sufficiency for business teams around technical solutions. This role will be positioned as a key partner between the operations front line teams and the technology groups supporting them, as well as vendors and service providers both internal and external.

The person will collaborate with leaders and individual contributors/subject matter experts across WFAM to imagine, design, document and/or deploy technical solutions to operational issues and problems. This role requires partnership across lines of business to assess opportunities and gaps and design/create/execute scalable processes and initiatives.

This collaborative leader must be capable of leading change with a passionate focus on improving efficiency and effectiveness of processes within a large, complex organization.The role demands a collaborative, persuasive, effective communicator who can define and articulate WFAM’s operational strategy and the importance of being nimble in the approach. It requires strong project management, relationship management and influencing skills. A successful track record of leading tactical and strategic operational/technical initiatives will position a candidate for success. The role requires a team oriented person with a sense of urgency, commitment to results, and personal accountability for achievement.

Team members 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.

Required Qualifications

  • 8+ years of experience in one or a combination of the following: project management, implementation, or strategic planning

Desired Qualifications

  • Experience delivering results in a fast-paced, deadline driven environment
  • Intermediate Microsoft Excel skills
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills and ability to build business cases
  • Experience building partnerships and consulting effectively with leadership

Other Desired Qualifications

  • 10+ years of experience or strong, direct knowledge of the operations area of an asset management firm across a variety of functions including client reporting, performance, portfolio accounting, investment data management, settlements, collateral management, and client administration
  • Experience with a broad set of asset classes including derivative instruments such as swaps, futures, options, etc
  • 6+ years of experience in one or a combination of the following: business requirements gathering, project management, strategic planning
  • Past practical experience with software including Charles River, Bloomberg AIM, APX, SS&C, Markit EDM
  • Proven self-starter and ability to implement creative solutions with limited tech support / resource, utilizing appropriate technologies to automate
  • Track-record of success across design, specification and implementation of solutions
  • Leadership experience with a strong track record of collaboration with business and technology partners
  • Familiarity with regulatory requirements, especially in the United States and/or Europe
  • Experience building and supporting complex Access databases
  • Knowledge and understanding of project management principles and the Systems Development Life Cycle (SDLC)
  • Knowledge and understanding of relational databases: SQL
  • Experience with system integrations
  • Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
  • Experience streamlining large scale enterprise operations support groups that impact multiple business functions and geographic locations
  • Data management skills utilizing a database system
  • Strong knowledge and skills with Microsoft Excel and Access
  • Basic database knowledge
  • Ability to work effectively in fast paced environment, under time constraints and meeting multiple deadlines
  • Track record of improving, enhancing and streamlining operational processes

Job Expectations

  • Ability to travel up to 10% of the time