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Wells Fargo · 3 hours ago

Lead Technology Business Services Consultant - Technology Due Diligence

CHARLOTTE, NC

Full-time

Hybrid

Senior Level, Lead/Staff

$143K/yr - $224K/yr

5+ years exp

Wells Fargo is seeking a Lead Technology Business Services Consultant to drive technology due diligence in support of inorganic activities across the enterprise. This role involves assessing a target company’s technology assets and advising on integration requirements and risks during mergers and acquisitions.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Assemble a Technology due diligence team / working group list (WGL)

Support Corporate Development confidentiality protocols prior to Sign & Announce (e.g. the NDA process)

Develop Technology’s request for information / Technology Due Diligence Questionnaire

Lead Technology diligence end‑to‑end across the M&A lifecycle

Perform due diligence through meetings with the target and analyzing information from the Virtual Data Room (VDR), the output of which would include an assessment of the target company’s assets, infrastructure, cybersecurity, organization, governance, and controls and how all compare to Wells Fargo

In partnership with legal, validate intellectual property (IP) ownership, software licensing (including open source)

Design Transition Services Agreement constructs and Day‑1/Day‑2 technical playbooks; estimate stranded costs and integration/separation critical path tied to business value and regulatory obligations

Produce a Technology Due Diligence report with quantified risks, cost/schedule scenarios, and inputs for closing conditions; maintain an Issue/Risk register and obtain Technology Leadership sign‑off per internal control policy

Create and maintain documentation (e.g., architecture diagrams, data flows, procedures) aligned with transaction requirements

Propose and implement efficiency enhancements for due diligence processes

Act as liaison between technology, business, and enterprise stakeholders (Corporate Development, Enterprise Transition Services, Business Teams, Finance, HR, Legal, Supply Chain) during transactions

Make decisions in complex and multifaceted situations requiring understanding of the Wells Fargo and target company technology stack, business priorities, and how to assess risk for the bank

Qualification

Technology Due DiligenceM&A/Divestiture ExperienceFinancial Services ExperienceAI Tools ProficiencyProcess EngineeringProject ManagementAnalytical SkillsStakeholder ManagementReporting Skills

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 combined Technology and M&A/Divestiture experience in regulated financial services, including direct leadership of cross‑functional due diligence workstreams and executive‑level readouts

Preferred

Experience leading and performing due diligence on large-scale M&A integration / divestiture segregation projects, preferably in banking

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

Project management experience

Proficiency with AI 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