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Wells Fargo Logo Wells Fargo · IT - Administration

Senior Business Execution Consultant

United States, Charlotte · Job Posted June 30, 2026
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Job Description

Wells Fargo is seeking a Senior Business Execution Consultant to join the Custody & Wealth Servicing Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting product strategy, defining and delivering roadmaps, and enabling scalable, compliant servicing solutions that support institutional custody, clearing, and wealth servicing businesses.

Job Responsibility

  • Represent WIM Operations in the delivery of client facing virtual assistant and contact center capabilities, translating business priorities into clear requirements, prioritized use cases, and experience alignment
  • Lead cross-functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control stakeholders, driving alignment on scope, dependencies, sequencing, and delivery outcomes
  • Provide subject matter expertise on client-facing use cases, validating high impact FAQs, end-to-end servicing journeys and content, and resolution pathways
  • Ensure operational risk and control alignment, proactively identifying gaps and partnering with stakeholders to remediate issues prior to release
  • Monitor outcomes (client adoption, digital resolution, deflection opportunity, exception handling) and recommend continuous improvements across FARGO and Enterprise Interactive Virtual Intelligence (EIVA) solutions
  • Develop and influence product enhancement roadmaps, business case development, and prioritization decisions to optimize client and operational outcomes
  • Serve as a trusted execution partner to senior leaders, providing clarity, insight, and communication involving these complex, multi-platform modernization initiatives

Requirements

4+ 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

Nice to have

  • Experience supporting digital transformation, automation, AI, virtual assistant, or contact center modernization initiatives
  • Knowledge of wealth management, investment servicing, customer service, or operations environments
  • Ability to translate business needs into technology-driven solutions and process improvements
  • Experience partnering across Operations, Product, Technology, Risk, and Control organizations
  • Knowledge of digital channels, including web, mobile, self-service, chatbot, or virtual assistant platforms
  • Experience gathering business requirements, developing use cases, and supporting implementation of strategic initiatives
  • Ability to manage multiple priorities and deliver results in a fast-paced, matrixed environment
  • Strong analytical, problem-solving, and stakeholder management skills
  • Excellent verbal, written, and executive-level communication skills
  • Knowledge of emerging technologies, including generative AI, conversational AI, or workflow automation solutions
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