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About the Role

Wells Fargo is seeking a Senior Business Execution Consultant (Associate) to support the business management, strategic planning, and day-to-day operations of Corporate Banking within the Corporate & Investment Bank. This position sits within the CIB Banking Chief Operating Officer (“COO”) Office and supports the bankers and executives who lead our Corporate Banking coverage industries. The role coordinates with partners across Wells Fargo to deliver project execution and strategic analyses that leverage financial, client profitability, and market share data. The position will be critical to implementing the overall Corporate Banking coverage vision and strategy across a dynamic, growing platform.

Responsibilities

Work directly with Corporate Banking COOs, Group Heads, and Industry Heads to establish and track business and client priorities, run recurring business rhythms, and translate data into decisions for senior management.
Run the day-to-day operations of the business, including client prioritization, relationship manager coverage, pipeline and deposit tracking, and analysis of sales and performance metrics.
Support Corporate Banking COOs, Group Heads, and Industry Heads on business planning, sales planning, and analysis of client, banker, and portfolio performance across coverage industries.
Own recurring reporting rhythms, including monthly and quarterly industry packages, banker scorecards, KPI reporting, and executive presentations for CIB and Wells Fargo senior management.
Lead pipeline management and reporting across credit, deposits, treasury management, and capital markets opportunities — tracking stage progression, conversion, and revenue realization against goals.
Analyze deposits, loan commitments, capital usage, revenue, and profitability by client, industry, and banker using internal client profitability, loan tracking, and financial reporting systems.
Play a key role in the account planning process, including client tiering, prioritization of target relationships, preparation of session materials, and tracking takeaways through to completion.
Maintain accuracy and integrity of relationship manager coverage assignments, client hierarchies, and CRM pipeline data, including preparation for monthly system snapshots that drive scorecards and goal reporting.
Analyze performance by industry and banker leveraging internal CRM (Salesforce.com) and third-party data providers such as Dealogic and Coalition for wallet share and competitor benchmarking.
Plan and lead recurring pipeline, initiative, and business review meetings, including preparation of all presentation materials and tracking of action items to closure.
Support Corporate Banking and CIB-wide initiatives, projects, and process implementation, including efficiency and automation efforts in partnership with technology and artificial intelligence teams.
Balance workload with peers, in the US and internationally, to deliver timely work product in the fast-paced environment of corporate and investment banking.

Requirements

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.
Ability to work outside of regular business hours.
Must successfully complete and pass a background check prior to hire.
Must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements regarding outside activities or personal investing.

Skills

Project management
Data analysis
Problem-solving skills
Financial and business acumen
Ability to integrate data and financial analysis into streamlined executive-level presentations
Knowledge or ability to learn CRM, BI, and internal financial reporting systems
Analytical ability to work effectively with large amounts of information, visualize, and summarize
Advanced proficiency in Microsoft Excel and PowerPoint
Ability to manipulate large data sets (BI tools, pivot tables, Power Query, macros)
Experience with customer relationship management systems (CRMs) such as Salesforce.com
Experience with market data vendors such as Dealogic, Bloomberg, FactSet, Moody’s, and S&P
Experience in financial analysis including company assessment (leverage, working capital, etc.), global market awareness (currency, commodities, trading, etc.), and industry or sector dynamics
Knowledge and understanding of strategic planning and execution
Experience in problem analysis, solution implementation, and change management
Ability to articulate issues, risks, and proposed solutions to various levels of staff and executive management
Excellent verbal, written, and interpersonal communication skills
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Location

New York, NY: 30 Hudson Yards

Work Type

Hybrid

Experience Level

Senior
Associate

Salary/Compensations

$104K - $168K USD Annual

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

About the Company

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
CIB Chief Operating Office (COO) supports the business seamlessly across all geographic regions by delivering platforms, processes and systems across a wide range of disciplines. This includes business management, strategy & innovation, data transformation, client lifecycle management, and risk management.
COOs also align to each business to bring synergy, consistency, and transparency of COO functions specific to each line of business.

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.
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.