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Wells Fargo is seeking an Infrastructure Support Services (ISS) Business Execution Consultant to support one of Wealth & Investment Management’s (WIM) brokerage divisions. This role provides execution support across core business infrastructure functions, including representative code setup, adjustments, inquiries, and employee access facilitation within the assigned Client Relationship Group (CRG) division. The consultant will partner closely with branch leadership, branch support teams, and governance partners to ensure reliable, accurate, and timely execution of operational processes. Success in this role requires strong detail orientation, consistent communication, and the ability to build trust based working relationships.
Job Responsibility:
Participate in assigned and ongoing business operations to support achievement of business goals and objectives
Set up new representative codes with a high level of accuracy, recognizing the impact on advisor compensation workflows
Identify process improvement opportunities by performing research and root cause analysis of compliance and business metrics
Determine strengths and opportunities within defined execution processes
Review and analyze strategies, recommending actions to support effective, compliant, and efficient operations
Utilize independent judgment to guide moderate risk deliverables and decisions
Provide guidance across diverse operational support functions within the designated business group
Collaborate with ISS and cross functional partners to ensure consistent execution
Present recommendations for improvements to support strategy, risk management, and performance optimization
Consult with leaders and executive management as needed
Provide work direction to less experienced Strategy and Execution team members
Requirements:
2+ years of Business Execution, Implementation, Strategic Planning, or equivalent experience demonstrated through a combination of work experience, training, military service, or education
Nice to have:
1+ year of experience within Wells Fargo Advisors’ Client Relationship Group (Operations, Governance, or Compliance)
Experience with Advisor Gateway / SmartStation APS, and BETA
Demonstrated ability to identify and implement process improvements using research and root cause testing
Ability to work independently with minimal direction
Strong organizational, multitasking, and prioritization skills
Excellent verbal, written, and interpersonal communication abilities
Strong analytical skills and attention to detail
Ability to collaborate effectively across teams and organizational levels
Ability to navigate and work across multiple systems, applications, and search tools
Ability to prioritize, meet deadlines, and work effectively in a fast paced, complex environment
Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and SharePoint