Lead Banking Inclusion Execution Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Chandler
Irving
San Antonio

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Lead Banking Inclusion Execution Consultant responsible for supporting the execution of financial education initiatives including HOPE Inside Program, Banking Inclusion Initiatives campaigns and pilots, and Banker Financial Coaching. This role delivers financial coaching in select branches serving low- and moderate-income communities and advances Wells Fargo's financial inclusion goals.

Job Responsibility:

Develop and manage program documents and presentations
Manage branch readiness/elevate materials
Activate program implementation through ongoing feedback phases
Manage onboarding preparation and procedures, including Attestations, Background checks, marketing materials
Supports risk and control oversight through monitoring and analysis
Research moderately complex business, operational, and strategic initiatives that require analytical skills
Work independently to make recommendations for support function by providing support and leadership
Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
Collaborate and consult with team and partners in developing project plans, policies and procedures
Provide support in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Work with external partners to support unbanked campaign launch activities
Manage, monitor and analyze regular campaign reporting, sharing out results with internal partners and communications for storytelling
May represent the organization as a thought leader at events and speaking engagements
May support HOPE Inside in-market Grand Welcome event activations
May collaborate on PR strategy and external communications

Requirements:

5+ 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
3+ years of banking execution experience
Effective decision making/critical thinking/problem solving skills
Demonstrated ability to execute, manage multiple priorities and drive for result with a sense of urgency and personal accountability for achievement
Strong organizational, multi-tasking, and prioritizing skills
Experience developing presentations and data visualizations
Experience leading enterprise-wide projects and driving change management initiatives
Experience building strong relationships and collaborating across large organizations
Experience working with nonprofit organizations, trade associations, think tanks, or other third parties
Experience engaging with senior executives (inclusive of C-Suite), key influencers and stakeholders
Ability to handle highly confidential data on a regular basis and demonstrate discretion and diplomacy
Experience working with budgets, developing financial projections, and analyzing variances

Nice to have:

3+ years of banking execution experience
Experience working with nonprofit organizations, trade associations, think tanks, or other third parties
Experience engaging with senior executives (inclusive of C-Suite), key influencers and stakeholders
Experience working with budgets, developing financial projections, and analyzing variances

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Banking Inclusion Execution Consultant