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About the Role
Wells Fargo is seeking a Lead Business Execution Consultant to join the Fixed Income Distribution Sales COO organization. This role will partner with sales leadership to translate business priorities into actionable plans and support execution across key initiatives.
Responsibilities
- Partner with Fixed Income Distribution leadership across Credit, Cross Asset, Macro, Municipals, Structured Products, and FX to establish priorities, develop execution plans, monitor progress, and resolve issues affecting delivery.
- Lead strategic and annual planning activities, including business initiatives, operating plans, financial performance, expenses, headcount, productivity, and preparation for senior management reviews.
- Support client and coverage management, including client planning, coverage changes, performance analysis, and coordination of cross-business opportunities.
- Coordinate organizational and talent activities, including workforce planning, hiring, onboarding and offboarding, talent reviews, workforce reporting, and role or location changes.
- Develop executive-ready presentations, business updates, performance commentary, client materials, and communications for Fixed Income Distribution leadership.
- Partner with Risk, Compliance, Legal, Control, Internal Audit, Operations, Middle Office, and Technology to address regulatory, control, operational, and technology priorities and resolve complex issues.
- Lead cross-functional initiatives, using business, financial, operational, and risk information to identify issues, develop recommendations, support decisions, and drive implementation.
- Manage vendor relationships, contracts, service levels, renewals, and third-party business reviews in partnership with sourcing and risk partners.
Requirements
- 5+ 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.
- Experience leading complex initiatives across multiple stakeholder groups and competing priorities.
- Ability to analyze complex business, financial, operational, or risk information and translate findings into clear recommendations and actions.
- Strong written, verbal, and interpersonal communication skills, including experience developing concise, executive-ready materials.
- Ability to exercise independent judgment, handle confidential information, and operate with urgency and accountability.
- Strong understanding of capital markets, with experience supporting Fixed Income or related businesses such as Credit, Cross Asset, Macro, Municipals, Structured Products, or FX.
- Business management, business execution, project management, COO, middle-office, operations, or related experience within Corporate & Investment Banking or Capital Markets.
- Advanced proficiency in Microsoft PowerPoint, Excel, and Word.
- Ability to travel as needed.
- Willingness to work on-site in accordance with current office requirements.
- Ability to work additional hours as needed.
- Candidates must successfully complete and pass a background check prior to hire.
- Individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
- Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Skills
- Business Execution
- Implementation
- Strategic Planning
- Capital Markets
- Fixed Income
- Credit
- Cross Asset
- Macro
- Municipals
- Structured Products
- FX
- Business Management
- Project Management
- COO
- Middle-Office
- Operations
- Corporate & Investment Banking
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
Location
- Charlotte, North Carolina
- New York, New York
Work Type
- On-site
Experience Level
- Lead
Salary/Compensations
- $143,000.00 - $224,000.00
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.
- Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
- 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.
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.
- 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.
- Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.