Sign In Post Your Job

Lead Business Execution Consultant - RIA Solutions Team

Wells Fargo

Location:
United States , St. Louis ▼
Las Colinas

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Job Description:

Wells Fargo is seeking a Lead Business Execution Consultant for the RIA Solutions Team as part of Wealth and Investment Management.

Job Responsibility:

Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
Review strategic approaches and effectiveness of support function and business performance
Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area
Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
Influence, guide and lead less experienced Strategy and Execution staff within the group

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
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
Compliance with state law registration and licensing requirements is mandatory
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
Additional requirements include meeting enhanced financial fitness and criminal background standards

Nice to have:

3+ years of experience working in the Financial Services Industry in an investments product or similar role
3 + years of direct experience at an RIA or RIA custodian
Requires understanding of business practice management, investment products and fintech expertise in RIA marketplace including: Direct knowledge of RIA fintech platforms
Direct knowledge building RIA practice management programs
Direct knowledge of investment products including SMA, and Alternative investments
Understanding of banking and lending solutions
Provides competitive intelligence of custody landscape
Strong presentation skills
Excellent program management and organization skills including the ability to manage across multiple projects and partners.
Excellent verbal, written, and interpersonal communication skills
Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
Experience operating effectively in a geographically dispersed organization
Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management
Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 24, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

Wells Fargo - All Job Offers

Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Suggested Tags:

Frontend Developer , Secretary , Talent Manager , Salesforce Administrator , Data Analyst

Similar Jobs for Lead Business Execution Consultant - RIA Solutions Team

Ria internal wholesaler

In partnership with Registered Investment Advisor (RIA) territory managers, the ...

Location

United States , West Des Moines

Salary

57500.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Business, Communications, Marketing, or related field Preferred
1-2 years' related industry experience and/or financial services experience in the area of wholesale distribution and relationship management in annuity and/or RIA distribution Preferred
1-2 years' experience working with investment, annuity, and insurance solutions Preferred
Possess strong curiosity concerning RIAs, their businesses, and advisory industry topics and trends
Strong communication and persuasion skills
Proven interpersonal skills to allow for collaborative work effort and accomplishment of organizational priorities within a team environment
Strong time management and organizational skills
Possess natural inclination towards taking action
Highest level of integrity
Regulatory/compliance understanding

Job Responsibility

Job Responsibility

Work within assigned territories to achieve assigned RIA sales goals
Partner with RIA Territory Manager within assigned territories to execute on RIA strategy to grow sales and market share as well as increase visibility for Midland Advisory within the RIA fee-only and Hybrid Advisor marketplaces
Capitalize on distribution opportunities through proactive phone calls, virtual meetings, webinars and other forms of communication with RIA firms, Outsourced Insurance Desks (OIDs), Hybrid Advisors, and advisory platforms
Share solutions, portfolio relevance, and positioning strategies as well as other value adds
Train field on our product solutions
Proactively call to follow-up on leads from conferences, lead database, and a variety of other sources
Tee up field opportunities for RIA Territory Managers to help fill their travel schedule
Responsible for handling inbound calls from field within assigned territories with a focus on uncovering opportunities and driving sales
Communicate business opportunities and deliver leads to OID partners when appropriate, including utilization of a targeted OID partnership approach when prospecting OID client firms
Prospect directly to RIA firms and Roll Ups that employ an internal insurance desk model within the fee-only advisory community

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture

Fulltime

Director, Fintech & Institutional Partnerships – Democratized Prime

We are hiring a Senior Business Development and partnerships leader to drive ins...

Location

United States , New York

Salary

172000.00 - 215000.00 USD / Year

Expiration Date

Until further notice

Requirements

8+ years of experience across finance, fintech, institutional crypto, or capital markets
At least 4 years in institutional crypto and or fintech
Prior client facing experience in business development, partnerships, sales, product marketing, or capital markets coverage
Background in investment banking, institutional sales or trading, fintech partnerships or product marketing, BD at a brokerage or wealth platform, or top tier strategy consulting with deep financial services exposure
Strong understanding of credit, treasury, and yield products including margin lending, credit facilities, cash sweeps, funding costs, and liquidity management
Comfort reasoning about APIs and integration patterns and working closely with Product and Engineering teams
Strong personal interest in crypto and DeFi and active engagement with crypto products
Excellent communication skills with comfort engaging senior leadership and C suite stakeholders
Strong written communication skills for decks, memos, and commercial discussions
High autonomy operator with a strong ownership and execution mindset

Job Responsibility

Job Responsibility

Lead institutional business development for Democratized Prime with a non DeFi focus
Own a target account list and pipeline across consumer and wealth fintechs, brokerages, RIAs, corporate treasuries, and centralized crypto native businesses
Run the full partnership lifecycle including sourcing, discovery, solution design, commercial negotiation, launch, and expansion
Design and position cash, yield, and credit products powered by Democratized Prime, including sweep and overnight style cash products, embedded yield features, and credit solutions for trading funds and corporate users
Develop a deep understanding of how institutions approach treasury management, funding, liquidity, and yield
Translate client feedback into clear product requirements and feature requests that enable deal closure and scalable adoption
Partner closely with Product to define integration scope, APIs, operational flows, and risk considerations without being a hands on engineer
Ensure delivered solutions are commercially compelling and operationally implementable
Represent Democratized Prime at conferences, client offsites, and industry events across fintech, institutional crypto, and capital markets
Work closely with the Head of Democratized Prime on execution and deal making

What we offer

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement
25% annual bonus target, paid quarterly
Company equity in the form of RSUs

Fulltime

Head of Credit Risk & Analytics

A fast-growing UK fintech is seeking a Head of Credit & Analytics to lead its en...

Location

United Kingdom , Cheshire

Salary

120000.00 - 140000.00 GBP / Year

Expiration Date

Until further notice

Requirements

Experienced credit risk professional with a strong background in UK consumer revolving credit or credit cards
Proven track record of designing and implementing credit strategies at scale
Strong understanding of credit bureau data, open banking datasets, and alternative data sources
Strong analytical capability using modern tools such as SQL and Python
Comfortable operating both strategically and hands-on
Strong communication skills with the ability to translate complex analysis into clear business decisions
Experience working across multiple acquisition channels including aggregators, direct channels, and partnerships
Comfortable working in a fast-paced or start-up environment

Job Responsibility

Job Responsibility

Define and maintain risk appetite, credit policy, and governance frameworks
Develop data strategy across credit bureau, open banking, and alternative data sources
Design underwriting frameworks, credit rules, and scorecards covering eligibility, affordability, creditworthiness, and fraud
Own limit assignment and risk-based pricing strategies
Lead portfolio analytics across acquisition performance, active book monitoring, and collections
Define and monitor customer outcome frameworks and intervention strategies
Partner with operations teams to optimise arrears and collections strategies
Lead credit governance forums and produce board-level management information

Fulltime

Human Resources Assistant

We are looking for a dedicated Human Resources (HR) Assistant to join our client...

Location

United States , West Hartford

Salary

Expiration Date

Until further notice

Requirements

At least 1-2 years of experience in administrative or HR roles, with HR experience preferred
Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
Strong organizational skills and attention to detail, ensuring tasks are completed accurately
Ability to handle sensitive and confidential information with discretion
Excellent verbal and written communication skills
Capable of prioritizing tasks effectively and meeting deadlines in a fast-paced environment
Familiarity with HR systems such as Dayforce, Paycom, Workday, or BambooHR is a plus
Basic understanding of HR practices and employment laws, especially in manufacturing or shift-based environments

Job Responsibility

Job Responsibility

Maintain and update employee records in both physical and digital formats, ensuring accuracy and compliance
Input and manage data across HR systems, including employee onboarding, changes in status, and terminations
Process, file, and track HR documentation such as attendance records, time-off requests, and disciplinary forms
Ensure all HR files adhere to company policies and legal requirements
Assist in posting job vacancies, reviewing applications, and coordinating interviews
Prepare paperwork for new employees and facilitate onboarding activities, including orientation sessions and verification processes
Distribute employee communications, policies, and notices as needed to support company initiatives
Support the organization and coordination of employee engagement events and training activities
Prepare regular reports related to HR operations and assist in audits to ensure documentation accuracy
Collaborate on compliance-related tasks, including personnel file audits and tracking required documentation

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Emissions Compliance Engineer

An exciting opportunity has arisen for an experienced Compliance Engineer to joi...

Location

United Kingdom , Peterborough

Salary

30.00 - 35.00 GBP / Hour

Expiration Date

Until further notice

Requirements

Minimum 3 years’ experience in an engineering role
Strong technical knowledge of engines and engine performance
Experience working within engine compliance or regulatory environments is highly desirable
Understanding of emissions legislation and regulatory requirements
Engineering degree or equivalent relevant qualification
Experience in on-road or off-road engine applications preferred
Strong integrity and commitment to high standards
Passion for doing things correctly and maintaining compliance
Confident communicator able to work effectively within a technical team
Detail-oriented with a structured approach to engineering challenges

Job Responsibility

Job Responsibility

Support engine compliance activities across a wide range of engine platforms
Ensure products meet global emissions and regulatory standards across multiple territories including North America, Europe, Asia, and South America
Work closely with a team of engineers and technical leads to maintain compliance throughout the product lifecycle
Review and interpret emissions legislation and regulatory requirements
Contribute to engineering processes and documentation supporting regulatory submissions and approvals
Collaborate with cross-functional engineering teams to ensure compliance is integrated into design and performance development

Fulltime

Resource Planner / Scheduling Coordinator

This role is responsible for coordinating engineering appointments, managing dia...

Location

United Kingdom , Maidstone

Salary

17.28 GBP / Hour

Expiration Date

Until further notice

Requirements

Previous experience in scheduling, planning, diary management or coordination would be beneficial
Strong organisational and time management skills
Excellent communication skills with the ability to liaise with customers and internal teams
Good administrative skills and attention to detail
Ability to manage multiple tasks and prioritise workload effectively
Customer service experience would be advantageous

Job Responsibility

Job Responsibility

Manage engineers’ diaries and allocate work based on job type and engineer availability
Review daily work lists and schedule jobs to the appropriate resources
Contact customers to arrange and confirm appointment dates and times
Liaise with engineers to ensure schedules are accurate and achievable
Monitor workloads and adjust schedules where required
Maintain accurate records and complete associated administrative tasks
Work closely with internal teams to ensure jobs are completed efficiently and within agreed timeframes

What we offer

Overtime available at enhanced rates

Fulltime

Content Creator

We are looking for an experienced Content Creator to join our team on a long-ter...

Location

United States , Cleveland

Salary

Expiration Date

Until further notice

Requirements

2-5+ years of experience in graphic design and content creation, with a portfolio showcasing work in WordPress and Adobe Creative Suite
Proficiency in WordPress, including Gutenberg blocks or major page builders
Strong skills in Adobe Creative Suite, including Photoshop, Illustrator, and InDesign
Excellent writing and editing abilities to transform source copy into clear, on-brand content
Experience creating and optimizing social media content and graphics
Strong attention to detail, including formatting, image optimization, and accessibility basics
Ability to update and enhance PowerPoint presentations in line with branding guidelines
Familiarity with metadata, link hygiene, and accessibility standards for web content

Job Responsibility

Job Responsibility

Design and update engaging visual assets using Adobe Creative Suite, including Photoshop, Illustrator, and InDesign
Format and publish content on WordPress, ensuring accessibility, proper metadata, and internal linking practices
Develop short and long-form content such as blog posts, landing pages, and case studies tailored to the energy sector
Create social media graphics and captions, and schedule posts across designated channels
Edit and enhance PowerPoint presentations to align with brand standards
Optimize web content by refreshing imagery and graphics, including diagrams and icons
Ensure all published materials meet brand guidelines, technical accuracy, and accessibility standards
Proofread and review content for grammar, consistency, and compliance
Repurpose web assets into snackable formats suitable for social media
Manage routine website updates and ensure high attention to detail in all edits

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Quality Technician - Warehouse Operations

This is where you make a difference in our patients’ safety. As a member of the ...

Location

United States , Round Lake

Salary

40000.00 - 55000.00 USD / Year

Expiration Date

Until further notice

Requirements

High School Diploma or GED required
Associate Degree in related discipline
0-3 years related experience, preferred
Possess relevant writing and computer skills
Able to work in a team environment appropriately supporting other
Self-motivated and takes personal responsibility for getting the job done
Must communicate effectively with managers, peers, and subordinates
Understand importance of project schedules and impact of not achieving milestones
Able to adapt to shifting priorities
Ability to demonstrate critical thinking and problem solving

Job Responsibility

Job Responsibility

Maintain data integrity and ensure compliance with company SOPs and specifications, FDA, cGxP, and QSR regulations
Participate in cross functional teams, which impact production, increase efficiency, solve problems, generate cost savings and improve quality and provide new product support
Perform weight loss analysis and assist with analyst review of test data, which includes overall documentation practices
Perform review functions in LIMS or other computerized systems
Support all Incoming sample activities such as, but not limited to: logging of samples, coordinate stability study carton labels, labelling of cartons/units, sample transfers, etc
Accurately complete al associated documentation
Support emergency/same day requests, if required
Support pulling and delivery of all weekly stability samples
Pull discard samples tagged for disposal and coordinate discard of products with the Environmental Waste management personnel
Maintain all storage areas organized and coordinate maintenance of stability chambers as needed and when requested by management

What we offer

Support for Parents
Continuing Education/ Professional Development
Employee Heath & Well-Being Benefits
Paid Time Off
2 Days a Year to Volunteer
medical and dental coverage that start on day one
insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
Employee Stock Purchase Plan (ESPP)
401(k) Retirement Savings Plan (RSP)
Flexible Spending Accounts

Fulltime