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Lead Business Growth Strategy Consultant

United States, Charlotte Employment contract 119000.00 - 187000.00 USD / Year · Job Posted April 24, 2026

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Job Description

Wells Fargo is seeking a Lead Business Growth Strategy Consultant to join the Wealth & Investment Management (WIM) Partnerships group, part of the WIM National Sales organization. The WIM Partnerships team connects Wealth & Investment Management (WIM) with the Commercial Bank (CB) and Corporate & Investment Bank (CIB) to accelerate two-way referrals, uncover cross-LOB growth, and deepen enterprise relationships with shared clients and prospects.

Job Responsibility

  • Support referral flow between WIM and CIB/CB
  • Assist in referral flow improvements
  • Enhance reporting
  • Identify, track and resolve escalations
  • Manage pipeline reviews
  • Identify growth opportunities for cross-LOB referrals
  • Build strategic initiatives to drive deeper enterprise relationships
  • Help build educational content for Bankers to educate them on WIM capabilities, products & services
  • Assist advisors in finding opportunities to refer clients to CB and CIB

Requirements

5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have

  • Experience in strategy, business execution, consulting, finance, or business analytics within a large, complex organization
  • Working knowledge of Wealth Management, Commercial Banking, Investment Banking, or related financial services functions
  • Exposure to referral programs, sales enablement, or business development efforts
  • Ability to analyze data, draw insights, and translate findings into clear recommendations
  • Strong Excel and PowerPoint skills, with comfort manipulating datasets and building executive-ready and educational materials
  • Demonstrated ability to manage multiple initiatives, balance priorities, and execute with attention to detail
  • Strong relationship-building skills with the ability to partner across teams and lines of business
  • Experience supporting cross-enterprise or partnership-driven initiatives
  • Comfort working with ambiguity and evolving program structures
  • Project and/or Program management experience

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

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