Sr. AVP, CIB Senior Business Execution Consultant

About This Role

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. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

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.

Wells Fargo is seeking a Senior Business Execution Consultant to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM. This role is hybrid with some in office expectation.

Core Responsibilities

• Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, banker scorecards and client engagement activities

• Analyzing and monitoring client and financial data across internal systems (e.g., profitability systems, loan tracking tools, CRM/Salesforce, and company hierarchy platforms)

• Supporting planning and execution of vertical and product-level strategy sessions and recurring pipeline meetings, including development of presentation materials

• Evaluating performance across sectors and bankers using internal CRM data and third-party sources (e.g., Dealogic) for competitive benchmarking

• Developing executive-ready materials integrating financials, KPIs, and analytics (e.g., coverage and calling metrics, wallet share, and fee performance)

• Ensuring data accuracy and integrity across CRM pipelines and internal platforms

• Collaborating cross-functionally with Finance, Analytics, Marketing, and Compliance to deliver strategic projects

• Operating effectively in a fast-paced environment while managing competing priorities and deadlines

• Utilizing key skillsets including project management, data analysis, problem-solving skills, financial business acumen, ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

Required Qualifications

• 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

• 3+ years of experience in financial services, strategy or analytics; or a master's degree or higher in fields such as business, finance, or economics
• Prior experience in Investment Banking, Corporate Banking or Financial Services Consulting
• Experience with CRM platforms (e.g., Salesforce)
• Strong understanding of strategic planning, performance management, and execution
• Demonstrated ability to analyze complex problems and implement solutions
• Strong financial analysis skills (e.g., company performance, market dynamics, internal business metrics)
• Excellent written and verbal communication skills, with the ability to develop executive-level materials
• Ability to operate independently and exercise sound judgment in a fast-paced, results-driven environment
• Proven ability to collaborate across teams and organizational levels with flexibility and adaptability
• Advanced proficiency in Microsoft PowerPoint and Excel including experience working with large datasets and analytical tools (e.g., PivotTables, BI tools; VBA/macros)

Job Expectations

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
• In accordance with FINRA rules, 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.
• Information will be shared about expectations during the recruitment process.
• Ability to work outside of normal business hours if needed.