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Wells Fargo · 4 hours ago

Senior Business Execution Consultant - Investment Solutions

St Louis, MO

Full-time

Onsite

Mid, Senior Level

$87K/yr - $154K/yr

4+ years exp

Wells Fargo is seeking a Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant will be responsible for developing strategies and executing operational programs while ensuring compliance with regulatory requirements and enhancing business processes.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Organize and execute assigned business projects aligned to our strategic direction

Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations

Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines

Meeting with key stakeholders when needed to perform initial assessment of problematic situations

Formulate recommendations and solutions with attention to resource effectiveness and efficiency

Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements

Utilize independent judgment to guide moderate risk deliverables

Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

Collaborate and consult with leaders and executive management

Provide work direction to less experienced Strategy and Execution

Qualification

Business ExecutionStrategic PlanningInvestment Advisory RegulationsWealth Management ExperienceManagement ConsultingAdvanced Microsoft OfficeAnalytical AbilitiesBachelor's DegreeCFA CertificationCFP CertificationAttention to DetailOrganizational SkillsCommunication Skills

Required

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