Wells Fargo
Lead Business Execution Consultant - Strategy, Analytics, Initiatives & Pricing
Wells Fargo, New York, New York, United States, 10001
locations
SAINT LOUIS, MO
106312-NY-150 E 42nd, New York
CHARLOTTE, NC
MINNEAPOLIS, MN
time type
Full time
posted on
Posted Yesterday
job requisition id
R-481722
About this Role: Wells Fargo is seeking a
Senior Strategy & Execution Consultant
to join the
Strategy, Analytics, Initiatives & Pricing team
within Wells Fargo Advisors Financial Network (FiNet)the fastest-growing channel in Wealth and Investment Management (WIM). FiNet supports independent financial advisors by providing a flexible platform, investment and lending solutions, and advanced technology to help them grow their business. With a focus on simplifying independence, FiNet empowers advisors to build a legacy while serving clients according to their own business model. This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet's value proposition in the independent advisor marketplace. In this role, you will: Administer and manage FiNet incentive programs and working capital loan program
Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
Ensure compliance and accuracy in financial transactions and agreement documentation
Partner with internal stakeholders to implement business strategies
Analyze data and performance metrics to identify opportunities and recommend solutions
Develop and maintain supervisory controls and reporting mechanisms
Present findings and recommendations to senior leadership and cross-functional teams
Multitask effectively across diverse topicsfrom initiative execution to pricing analysis to conversations with advisors
Adapt quickly to shifting priorities and business needs in a dynamic environment
Mentor junior team members and contribute to a collaborative team culture
Required Qualifications: 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)
Desired
Qualifications: Experience in financial services, wealth management, or independent financial advisory practices
Proven ability to lead cross-functional initiatives and manage complex projects
Strong understanding of incentive programs and pricing models
Excellent analytical, problem-solving, and decision-making skills
Strong communication and presentation abilities with senior stakeholders
Proficiency in Excel, PowerPoint, and data visualization tools
Familiarity with regulatory and compliance standards in financial services
Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement
Job Expectations: This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Job Location: 2801 Market St. Saint Louis, MO 63103
90 S 7th St. Minneapolis, MN 55402
550 S Tryon St. Charlotte, NC 28202
150 E 42nd St. New York, NY 10017
Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $187,000.00
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: 28 Aug 2025
*
Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit
Disability Inclusion at Wells Fargo
. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our
Drug and Alcohol Policy
to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
SAINT LOUIS, MO
106312-NY-150 E 42nd, New York
CHARLOTTE, NC
MINNEAPOLIS, MN
time type
Full time
posted on
Posted Yesterday
job requisition id
R-481722
About this Role: Wells Fargo is seeking a
Senior Strategy & Execution Consultant
to join the
Strategy, Analytics, Initiatives & Pricing team
within Wells Fargo Advisors Financial Network (FiNet)the fastest-growing channel in Wealth and Investment Management (WIM). FiNet supports independent financial advisors by providing a flexible platform, investment and lending solutions, and advanced technology to help them grow their business. With a focus on simplifying independence, FiNet empowers advisors to build a legacy while serving clients according to their own business model. This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet's value proposition in the independent advisor marketplace. In this role, you will: Administer and manage FiNet incentive programs and working capital loan program
Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
Ensure compliance and accuracy in financial transactions and agreement documentation
Partner with internal stakeholders to implement business strategies
Analyze data and performance metrics to identify opportunities and recommend solutions
Develop and maintain supervisory controls and reporting mechanisms
Present findings and recommendations to senior leadership and cross-functional teams
Multitask effectively across diverse topicsfrom initiative execution to pricing analysis to conversations with advisors
Adapt quickly to shifting priorities and business needs in a dynamic environment
Mentor junior team members and contribute to a collaborative team culture
Required Qualifications: 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)
Desired
Qualifications: Experience in financial services, wealth management, or independent financial advisory practices
Proven ability to lead cross-functional initiatives and manage complex projects
Strong understanding of incentive programs and pricing models
Excellent analytical, problem-solving, and decision-making skills
Strong communication and presentation abilities with senior stakeholders
Proficiency in Excel, PowerPoint, and data visualization tools
Familiarity with regulatory and compliance standards in financial services
Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement
Job Expectations: This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Job Location: 2801 Market St. Saint Louis, MO 63103
90 S 7th St. Minneapolis, MN 55402
550 S Tryon St. Charlotte, NC 28202
150 E 42nd St. New York, NY 10017
Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $187,000.00
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: 28 Aug 2025
*
Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit
Disability Inclusion at Wells Fargo
. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our
Drug and Alcohol Policy
to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.