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Lead Business Execution Consultant - Strategy, Analytics, Initiatives & Pricing Team

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Saint Louis

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

119000.00 - 187000.00 USD / Year

Job Description:

Wells Fargo is seeking a Senior Strategy & Execution Consultant to join the Strategy, Analytics, Initiatives & Pricing team within Wells Fargo Advisors Financial Network (FiNet)—the fastest-growing channel in Wealth and Investment Management (WIM). FiNet supports independent financial advisors by providing a flexible platform, investment and lending solutions, and advanced technology to help them grow their business. With a focus on simplifying independence, FiNet empowers advisors to build a legacy while serving clients according to their own business model. This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet’s value proposition in the independent advisor marketplace.

Job Responsibility:

  • Administer and manage FiNet incentive programs and working capital loan program
  • Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
  • Ensure compliance and accuracy in financial transactions and agreement documentation
  • Partner with internal stakeholders to implement business strategies
  • Analyze data and performance metrics to identify opportunities and recommend solutions
  • Develop and maintain supervisory controls and reporting mechanisms
  • Present findings and recommendations to senior leadership and cross-functional teams
  • Multitask effectively across diverse topics—from initiative execution to pricing analysis to conversations with advisors
  • Adapt quickly to shifting priorities and business needs in a dynamic environment
  • Mentor junior team members and contribute to a collaborative team culture

Requirements:

  • 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)
  • Experience in financial services, wealth management, or independent financial advisory practices
  • Proven ability to lead cross-functional initiatives and manage complex projects
  • Strong understanding of incentive programs and pricing models
  • Excellent analytical, problem-solving, and decision-making skills
  • Strong communication and presentation abilities with senior stakeholders
  • Proficiency in Excel, PowerPoint, and data visualization tools
  • Familiarity with regulatory and compliance standards in financial services
  • Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
August 16, 2025

Expiration:
August 28, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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