Wells Fargo
Senior Lead Business Execution Consultant, ED - CRM Delivery Lead
Wells Fargo, Charlotte, North Carolina, United States, 28245
About this role:
Wells Fargo is seeking a Senior Lead Business Execution Consultant, ED - CRM Delivery to lead the Dynamics CRM release deployment
In this role, you will:
Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions
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:
7+ 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:
6 years of solutions delivery experience
Knowledge of Corporate & Investment Banking products and processes
Experience building partnerships and consulting effectively with leadership and other functional areas
Strong organizational, multi-tasking, and prioritizing skills and ability to support multiple complex high priority efforts simultaneously
Ability to influence and build relationships with line of business stakeholders
Strong experience delivering products at large financial services institutions.
Strong analytical skills with high attention to detail and accuracy
Experience and/or thorough understanding of agile methodology
Excellent verbal, written and interpersonal communication skills
Advanced MS Office skills (PowerPoint, Outlook, Excel)
Experience with JIRA
Experience with Visio
Job Expectations:
Position will require onsite presence from any of the required locations listed below in a hybrid work schedule
This position is not eligible for Visa sponsorship
Relocation assistance is not available for this position
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting
Locations:
Charlotte, NC: 550 S. Tryon
Dallas, TX: 1445 Ross Ave.
Posting End Date:
15 Sep 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-489910
Wells Fargo is seeking a Senior Lead Business Execution Consultant, ED - CRM Delivery to lead the Dynamics CRM release deployment
In this role, you will:
Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions
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:
7+ 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:
6 years of solutions delivery experience
Knowledge of Corporate & Investment Banking products and processes
Experience building partnerships and consulting effectively with leadership and other functional areas
Strong organizational, multi-tasking, and prioritizing skills and ability to support multiple complex high priority efforts simultaneously
Ability to influence and build relationships with line of business stakeholders
Strong experience delivering products at large financial services institutions.
Strong analytical skills with high attention to detail and accuracy
Experience and/or thorough understanding of agile methodology
Excellent verbal, written and interpersonal communication skills
Advanced MS Office skills (PowerPoint, Outlook, Excel)
Experience with JIRA
Experience with Visio
Job Expectations:
Position will require onsite presence from any of the required locations listed below in a hybrid work schedule
This position is not eligible for Visa sponsorship
Relocation assistance is not available for this position
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Posting
Locations:
Charlotte, NC: 550 S. Tryon
Dallas, TX: 1445 Ross Ave.
Posting End Date:
15 Sep 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
R-489910