Wells Fargo is seeking a Senior Lead Business Execution consultant to drive strategic Onboarding transformation initiatives and programs from strategy development to execution in partnership with leaders and teams within CIB as well as from lines of business, Technology, Risk/Control, and other functional groups.
Reporting to the Global CIB Onboarding Transformation and Client Lifecycle Director, this candidate will be responsible for leading programs or workstreams concerning transformation efforts. Successful candidates will demonstrate experience in leading/executing cross-organizational initiatives, change management programs, solving strategic problems, and delivering tangible results, as well as abilities to collaborate with stakeholders and strong communication and leadership/people skills.
This role is within the CIB COO Client Lifecycle Management (CLM) organization, that is responsible for end-to-end Client onboarding and ongoing lifecycle management of Clients across CIB lines of Business such as Banking, Markets, CRE etc. Learn more about our career areas and business divisions at wellsfargojobs.com.
In this role, you will:
Lead the CIB Client Data and Operating model Transformation agenda for Client Onboarding
Drive the multiyear Client Lifecycle Onboarding Transformation agenda through various process re-engineering initiatives such as Client Data, Workflows, Onboarding orchestration etc.
Act as a Business Execution advisor to drive performance and initiatives; develop and implement information delivery or presentations to key stakeholders and management
Support business in strategy and resolution of highly complex and unique challenges related to Client Onboarding Transformation that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions
Provide vision, direction, and expertise to Senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational
Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
Provide direction to a cross functional team using business expertise
Identify areas of strategic business controls and alliance opportunities
Identify and coordinate technology requirements
Recognize bottlenecks and drive enhancements in the onboarding process and communication pathways, focusing on efficiency and scalability
Assist in executing projects and initiatives aimed at implementing policy changes or process improvements
Required Qualifications:
7+ 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:
Experience with Client facing onboarding
Change Management and Process re-engineering experience
Data and Operating model design and strategy skills
7+ years of management consulting, strategy consulting, or business operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Demonstrated experience playing a lead role in cross functional or enterprise-wide teams and developing collaborative working relationships with a variety of constituents
Strong understanding of Banking, Markets, and other CIB products
Ability to think innovatively to improve client on-boarding processes and enhance client satisfaction
Excellent verbal and written communication skills to effectively liaise with clients, sales teams, and internal stakeholders
Strong analytical and problem-solving skills
Significant experience with operational support and initiative implementation including the ability to synthesize and summarize large amounts of information, derive the implications, and present them in an effective way
Strong organizational, multi-tasking, and prioritizing skills needed to operate in a matrixed organization
Leadership skills including the ability to motivate, drive initiatives, be transparent, effectively influence, build and manage relationships
Strong Knowledge of the banking regulatory reporting rules and regulations including FINRA, Qualified Financial Contracts and Dodd Frank regulations
Understanding of client onboarding documentation that includes KYC/CDD/EDD, AML, Tax, regulatory & ISDA documentation
Bachelor's degree in finance, Business Administration, or a related field
Analytics and tooling platform skills such as Alteryx, Microsoft Dynamics, Tableau, Visio, Signavio etc.
Job Expectations:
Ability to travel up to 10%
Locations:
New York, NY: 30 Hudson Yards or 150 E 42nd Street
Pay Range:
New York, NY: $138,500 - $287,600 Annually
Pay Range $138,500.00 - $287,600.00 Benefits
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) Plan
Paid Time Off
Parental Leave
Critical Caregiving Leave
Discounts and Savings
Health Benefits
Commuter Benefits
Tuition Reimbursement
Scholarships for dependent children
Adoption Reimbursement
Posting End Date: 8 Jul 2024 * Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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