Strategy Consultant 3 at Wells Fargo in Charlotte, NC

The Strategy Consultant will serve as a member of the CIB CRM team, which includes CRM platforms that support the CIB Coverage, Capital, Markets, Sales & Trading and Commercial Real Estate businesses. This team is responsible for driving and implementing the strategic direction and product roadmap of these CRM platforms as well as implementing ongoing enhancements to increase our ability to service clients, control operational risk, and drive management insights. Primary responsibilities include (i) collaborating with business users and technology to identify, document, and launch enhancements to Salesforce to support the needs of the Sales and Trading business; (ii) serving as a liaison between business users and Technology to develop business requirements and ensure a smooth technology launch; and (iii) driving the implementation of tactical and strategic projects focused on enhancing banker productivity, operational efficiency and data quality improvement within Salesforce. Secondary responsibilities will include developing communications with business and technology users on the roll-out of enhancements to key CIB business tools and interfacing with users of the business tools.

Responsibilities include, but are not limited to:

• Cross-team coordination of business and technical resources to ensure successful project and enhancement delivery
• Work with business leadership to understand business process requirements and translate requirements into a technology and process design in Salesforce
• Participate and oversee User Acceptance Testing related to efforts as needed
• Manage, prioritize and lead a complement of diverse tactical projects with emphasis on insights into client relationships, driving efficiencies, and data management and integrity
• Perform ad-hoc data analysis as needed to support project activity. Work closely with other Sales & Trading COO Team members to gather business requirements and data metrics to support efforts
• Effectively communicate with business partners as it relates to project progress, health and status
• Document processes and business requirements as well as articulate impacts to existing business processes
• Develop best practice project principles and metrics
• Establish and maintain strong relationships with business and technology partners

This position will be based in Charlotte.

Employees 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

• 5+ years of strategic planning experience

Desired Qualifications

• Knowledge and understanding of CRM projects, tools, and systems
• Knowledge and understanding of Salesforce
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Excellent verbal, written, and interpersonal communication skills
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• Strong presentation skills

Other Desired Qualifications

• Experience in financial services, sales and trading or corporate and investment banking
• Experience with Salesforce or other CRM tools
• 3+ years prior experience in leading small or medium complexity projects; complex or large scale project participation
• Experience with matrix managed teams
• Experience documenting processes, operational workflows
• Ability to interact and build relationships with senior leaders, peers and key support partners
• SQL or business data warehouse experience