Wells Fargo

Lead Business Execution Consultant – Sales Planning & Strategic Initiatives

Wells Fargo$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Business Execution, Implementation, or Strategic Planning.
  • Proven track record in leading cross-functional initiatives in financial services.
  • Strong expertise in execution governance and performance management, such as using OKRs.
  • Experience in identifying and managing risks and dependencies within projects.
  • Advanced skills in stakeholder management and influence in complex environments.
  • Business Banking knowledge, especially in lending products and sales practices.

Responsibilities

  • Lead strategic initiatives from concept through implementation.
  • Develop project plans including governance structures and success metrics.
  • Coordinate teams across sales, operations, analytics, and technology.
  • Drive execution by facilitating decision-making and ensuring accountability.
  • Create executive-level presentations and business reviews.
  • Identify process improvements to enhance effectiveness and performance.
  • Support planning, forecasting, and performance management initiatives.

Benefits

  • Collaborative work environment with cross-functional team interactions.
  • Opportunities for professional growth and career advancement.
  • Engagement in high-impact, strategic business initiatives.
  • Access to training and resources to enhance skills and competencies.
Full Job Description

About this role:

Wells Fargo is seeking a Lead Business Execution Consultant to join the Sales Planning & Coverage team within Sales Planning & Enablement organization. This role will serve as a lead project and initiative owner responsible for driving strategic business initiatives that support sales performance, banker productivity, coverage strategy, business planning, and organizational priorities across Wells Fargo Business Banking.

The role will act as a key liaison across multiple functions, leading complex projects from planning through execution while ensuring alignment, accountability, risk management, and adoption. The successful candidate will combine strong business acumen, strategic thinking, project leadership, and executive communication skills to help deliver critical business outcomes.

This role supports enterprise capabilities related to sales planning, coverage strategy, reporting, forecasting, performance management, and business insights.


In this role, you will:

  • Lead large-scale strategic initiatives and business programs from concept through implementation.
  • Develop project plans, governance structures, milestones, dependencies, and success metrics for high-priority business initiatives.
  • Coordinate cross-functional teams consisting of sales, enablement, operations, analytics, risk, technology, and product partners.
  • Drive initiative execution by facilitating decision-making, monitoring progress, escalating risks, and ensuring accountability.
  • Partner with leaders to assess business opportunities, identify execution implications, and develop implementation strategies.
  • Create executive-level presentations, recommendations, status reporting, and business reviews.
  • Translate strategic objectives into actionable work plans and measurable outcomes.
  • Identify process improvement opportunities that enhance organizational effectiveness and business performance.
  • Support annual planning, sales coverage strategies, business forecasting, and performance management initiatives.
  • Lead readiness, communication, and stakeholder engagement efforts for major organizational and business initiatives.
  • Facilitate enterprise-wide working sessions, steering committees, and governance forums.
  • Influence stakeholders across multiple levels without direct management authority.
  • Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
  • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
  • Review strategic approaches and effectiveness of support function and business performance
  • Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
  • Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
  • Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
  • Influence, guide and lead less experienced Strategy and Execution staff within the group


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:

  • Proven experience leading enterprise‑level, cross‑functional initiatives within a large financial services organization, preferably supporting Business Banking, Consumer Lending, or related commercial products.
  • Strong background in execution governance and performance management, including OKRs, roadmaps, executive reporting, and senior‑leader presentations.
  • Demonstrated ability to identify, manage, and escalate risks and dependencies, with experience partnering closely with Risk, Compliance, Legal, and Control functions.
  • Experience driving strategic alignment and integration across multiple business segments, ensuring priorities are embedded in broader enterprise initiatives and operating cadences.
  • Advanced stakeholder management and influence skills, with a track record of leading through complexity, ambiguity, and matrixed environments.
  • Business Banking experience, with strong understanding of small and mid‑size business client needs, lending products, sales practices, and operating models, and the ability to translate those insights into effective enterprise execution and prioritization.

    Posting End Date: 

    22 Sep 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
    Net Income
    $3.3 billion
    Founded
    1852
    5 Year Trend
    -5.9%
    NASDAQ

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