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Wells Fargo · 10 hours ago

Lead Technology Business Services Consultant - Technology Due Diligence

Charlotte, NC

Full-time

Hybrid

Senior Level

$119K/yr - $224K/yr

5+ years exp

Wells Fargo is seeking a Lead Technology Business Services Consultant to drive technology due diligence for M&A and divestiture activities. This role is responsible for leading technology due diligence, assessing technology impacts of transactions, and coordinating with various stakeholders to ensure successful integration or separation of technology assets.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Lead and coordinate due diligence for technology across impacted domains on all transactions

Document and maintain a detailed inventory of all affected technology assets, infrastructure, and personnel

Serve as liaison between technology, business, and enterprise stakeholders (Finance, HR, Legal, Supply Chain)

Support Corporate Development with Virtual Data Room requirements and data extraction for analysis

Represent technology teams in diligence meetings with buyers/sellers, ensuring all follow-ups are addressed

Deliver consolidated Technology Due Diligence reports, including material issues, closing conditions, and recommendations

Track Technology Leadership Team acknowledgments in line with internal controls

Meet all deliverables within deadlines set by corporate development and business leadership

Qualification

Technology due diligenceM&A experienceFinancial services experienceProcess engineeringStakeholder managementProject managementAnalytical skillsInfluenceContinuous improvementAI tools proficiencyReporting skillsCollaborationNegotiation

Required

5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education

5+ years' experience in roles that support transaction work either in house M&A / Divestitures or consulting experience

Experience in the financial services industry

Proven technology due diligence experience in financial services M&A/integration/separation

Preferred

Experience leading large-scale M&A/divestiture projects

Experience managing large-scale technology initiatives in a major line of business

Demonstrated influence at all organizational levels, especially senior management

Proficiency with AI platforms and tools such as Microsoft CoPilot and/or Google Notebook as well as familiarity with LLM orchestration, prompt engineering, and tool integration

Process engineering, continuous improvement experience (Six Sigma preferred)

Advanced degree in Technology, Cybersecurity, or related field

Strong analytical, reporting, and stakeholder management skills

Project management qualifications