The Senior Business Execution Consultant - Advice Tools and Models is responsible for supporting the development of LifeSync advice and planning tools and models, including integration with enterprise systems, platforms and processes. This role resides in the Advice & Planning organization in the Advice Enablement group.
Our group drives the ideation, development and delivery of innovative capabilities and seamlessly connected experiences, enabling the LifeSync process and a unique connection to clients' lives during their journey through all stages of the Advice Framework.
This important role presents an exciting opportunity to build game-changing technology and digital experiences for Wells Fargo clients and employees.
In this role, you will:
Support the development of LifeSync tools and models, including the development, support and maintenance of models and data-driven advice capabilities.
Support the strategy, development and delivery of client facing planning tools.
Support ongoing collaboration and integration with enterprise AI and insights teams, platforms and models.
Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution
Work independently to make recommendations for support function by providing support and leadership
Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
Collaborate and consult with team leaders in developing project plans, policies and procedures
Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Required Qualifications:
4+ 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:
Experience with data analytics, data systems, data models or associated technology infrastructure
Experience with or knowledge of financial planning methods, tools, and applications
Experience with or knowledge of financial markets, and financial products, their uses and characteristics
Success in managing multiple competing priorities and meeting deadlines
Ability to collaborate effectively across teams within a large organization
Ability to take initiative and work independently with minimal supervision
Excellent verbal, written, and interpersonal communication skills
Outstanding problem solving skills
Experience working with changing priorities and deadlines
Strong analytical skills
Experience understanding, capturing, and documenting complex business and functional requirements which may include workflows, process maps, or business processes
Job Expectations:
This position is not eligible for Visa sponsorship.
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 CFR 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:
2801 Market Street, F & L Building - Saint Louis, MO 63103
550 South 4th Street - Minneapolis, MN 55415
550 South Tryon Street - Charlotte, NC 28202
Required locations listed above. Relocation assistance is not available for this position
Posting End Date: 5 May 2024 *Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
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