SAVP, Senior Business Execution Consultant - Derivatives Onboarding

About the role

Wells Fargo is seeking a Markets Client Delivery professional to support the Sales organization by driving the end-to-end onboarding process for Derivatives clients. This includes document collection, account opening, front-office system enablement, and coordination with internal stakeholders to ensure clients are successfully set up to transact in a timely and controlled manner.

Responsibilities

• Partner closely with Sales teams to manage the onboarding pipeline for Derivatives clients, establish priorities, and provide regular status updates to Sales, clients, Negotiations, and Operations
• Submit, track, and manage onboarding and account opening requests through COBAM (onboarding workflow tool)
• Coordinate with Sales, Relationship Managers, clients, and third-party advisors to collect, validate, and deliver required onboarding documentation (e.g., organizational documents, tax forms, regulatory attestations)
• Serve as a central point of contact for onboarding across covered businesses, including setting priorities, driving execution, coordinating documentation, and responding to questions related to client and account setups
• Maintain onboarding checklists and track key milestones to ensure timely progression, transparency, and issue resolution
• Coordinate with Negotiations team to ensure required agreements and legal documentation are executed prior to trading enablement
• Coordinate with Operations and downstream teams to ensure timely and accurate account opening, system setup, and trading authorization
• Identify onboarding constraints and lead process, policy, and communication improvements to support efficiency, scalability, and client experience
• Support projects and initiatives related to onboarding enhancements, control improvements, and regulatory or policy changes
• Deliver onboarding metrics, reporting, and insights to key stakeholders
• Support configuration and enablement of front-office systems related to FX and Derivatives pricing and trading, as applicable
• Monitor and action control reports related to onboarding activities and system configuration to support risk management and compliance

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

Desired Qualifications

• Strong organizational, execution, and prioritization skills, with the ability to manage multiple concurrent onboarding workflows in a fast-paced, deadline-driven environment
• Excellent verbal and written communication skills
• Strong collaboration skills and experience coordinating activities across various internal partners such as Sales, Operations, Negotiations, Compliance, as well as external stakeholders
• Experience supporting end-to-end client onboarding, account opening, or trading enablement within Markets or Financial Services
• High attention to detail with the ability to track milestones, manage documentation, and proactively identify and resolve issues
• Understanding of regulatory, control, and documentation requirements relevant to broker-dealer or markets onboarding activities
• Ability to analyze process gaps, contribute to workflow improvements, and support scalability and consistency initiatives
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) with experience producing status reporting and metrics
• Familiarity with FX and/or Derivatives products and onboarding tools (e.g., COBAM or similar platforms) preferred

Job Expectations

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
• Candidates must meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• 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.
• The role is hybrid with some in office expectation.