Wells Fargo is seeking a Senior Business Growth Strategy Consultant on the Enterprise Advice and Planning team. This position will be the financial planning subject matter expert responsible for writing requirements for and validating planning tools, features and other software designed to serve the needs of individual and business owner customers in Small Business and Commercial Bank. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Performs validation, inspection, testing and measuring of business planning and/or business valuation tools
Advice subject matter expert qualified to offer knowledge, strategy, and guidance for businesses/business owner financial planning content development
Collaborate, consult and strategically engage with key stakeholders in Small Business and Commercial Bank to develop an Advice and Planning Product Feedback Loop
Ideate, strategize and execute along with key stakeholders on financial planning product and software requirements in Small Business and Commercial Bank to ensure an enterprise mandate of providing scalable advice, cross-line of business
Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in the Small Business and Commerical line of business
Ensure adherence to compliance regulations and policies within Advice & Planning
Collaborate and consult with Advice & Planning colleagues, stakeholders, and line of business leaders
Required Qualifications:
4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
4+ years' experience working with small business owners and/or Commercial Banking customers, C-suite executives and middle management
Product, Software, or User Acceptance testing experience
Certified Financial Planner (CFP®) or Certified Public Accountant (CPA)
MBA or Master's degree in Accounting, Finance, or Taxation
Proven initiative demonstrated by meeting deadlines and leading by example in a fast-paced and changing environment
Experience building relationships and communicating effectively with business partners across a matrixed organization
Experience working with business valuation tools, such as BizEquity, Equidam, Principal, Quist Valuation, or Valusource
Demonstrated ability to write product requirements and content in the financial industry
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Travel up to 25%
Work Locations:
2710 Pine Street - St. Louis, MO 63103
2800 S Price Road - Chandler, AZ 85286
550 South 4th Street - Minneapolis, MN 55415
550 South Tryon Street - Charlotte, NC 28202
190 River Road - Summit, NJ 07901
8601 N Scottsdale Road - Scottsdale, AZ 85253
299 S Main Street - Salt Lake City, UT 84111
Posting End Date: 29 Sep 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.