Jobs · Finance · North Carolina

Lead Business Transformation Consultant (002158)

Wells Fargo · Charlotte, NC · 3 wk ago
FinanceFull-time

About the role

Wells Fargo Technology sets IT strategy; enhances the design, development, and operations of our systems; optimizes the Wells Fargo infrastructure footprint; provides information security; and enables continuous banking access through in-store, online, ATM, and other channels to Wells Fargo's more than 70 million global customers.

Responsibilities

  • Identify, gather and analyze appropriate data and drive the insights that inform strategic recommendations.
  • Provide analysis to support due diligence on the risks associated with Wells Fargo providing payments and liquidity products to clients covered by the Employee Retirement Income Security Act (ERISA).
  • Cook up training materials for Relationship Managers and Treasury Management Consultants to help them understand the risks of Money Services Businesses clients.
  • Conduct competitive assessments, customer and industry research, and financial analysis as an input to understanding Wells Fargo's relative market position.
  • Evaluate strategic options and develop recommendations for lines of business or enterprise-wide projects, typically in partnership with strategy colleagues and cross-functional stakeholders.
  • Support the development of a risk governance approach to provide Virtual Currency Entities with payment and liquidity products.
  • Deliver solutions and recommendations and guide execution/implementation (as appropriate) of business and cross business strategic priorities.
  • Develop presentations and other documents for senior management independently and in partnership with other team members.
  • Provide strategic consulting services to client organizations leveraging gained industry knowledge and building expertise regarding Wells Fargo.
  • Lead client relationship reviews of over 300 clients to provide a consistent method for Global Payments & Liquidity (GPL) to present to a panel of Sales, Product, Control, and Risk representatives, who in turn provide a recommendation on the GPL method.
  • Support GPL's Complex Deal Review, which involves presenting higher-risk client deals for individualized, risk-based decisions on new payment business.
  • This involves reviewing compliance, due diligence obligations, and assessing the risks posed to the bank by supporting the client's payment activities.

Requirements

Required Qualifications:

  • Education: Bachelor's degree in Business Administration or related technical field.
  • Experience: Four (4) years of experience in the job offered or in a related position involving strategy and planning experience.

Skills

  • Experience with a premier strategy consulting firm or prior corporate strategy within Financial Services, FinTech or BigTech;
  • Experience developing or having subject-matter expertise within consumer, commercial or corporate banking and its products;
  • Experience with developing an approach and assessing business real time competitive advantage, leveraging the internal and external data and business intelligence to formulate the desired outcome;
  • Qualitative and quantitative data analysis experience;
  • Ability to act as a trusted advisor to line of business stakeholders, contribute independent perspective and anticipate their needs;
  • Ability to effectively lead, partner with and successfully influence senior executives and other stakeholders at all levels across the matrix organization.

Benefits

Telecommuting is permitted up to 2 days a week. Position must appear in person to the location listed as the work address. Travel required: None.

Pay

N/A

Schedule

N/A

Posting End Date

14 Jul 2026

Equal Opportunity Employer

We Value Equal Opportunity

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Third-Party Recordings Prohibited

Third-Party recordings are prohibited unless authorized by Wells Fargo.

Recruitment and Hiring Requirements

Wells Fargo Recruitment And Hiring Requirements

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