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Wells Fargo Logo Wells Fargo · Banking

Senior Business Execution Consultant

United States, New York Employment contract 87000.00 - 140000.00 USD / Year · Job Posted June 03, 2026
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Job Description

Wells Fargo is seeking a Senior Business Execution Consultant to join our CIB Banking COO Office which drives business execution and strategy supporting the bankers and executives that lead our coverage verticals of Consumer & Retail, Healthcare, Energy & Power, Banks & Financial Institutions, Industrials, Technology, Media & Telecommunications, Real Estate, Gaming, Lodging & Leisure, Sponsor and Regional Investment Banking, and product lines of M&A, DCM, ECM.

Job Responsibility

  • Run the day-to-day operations of the business including client prioritization, analyzing performance metrics, and working on projects with the broader Wells Fargo organization (Finance, Analytics, Marketing, Compliance)
  • Supporting COO and Group Head Executives in pipeline analysis, initiative tracking, banker scorecards and client engagement activities
  • Analyzing and monitoring client and financial data across internal systems (e.g., profitability systems, loan tracking tools, CRM/Salesforce, and company hierarchy platforms)
  • Supporting planning and execution of vertical and product-level strategy sessions and recurring pipeline meetings, including development of presentation materials
  • Evaluating performance across sectors and bankers using internal CRM data and third-party sources (e.g., Dealogic) for competitive benchmarking
  • Developing executive-ready materials integrating financials, KPIs, and analytics (e.g., coverage and calling metrics, wallet share, and fee performance)
  • Ensuring data accuracy and integrity across CRM pipelines and internal platforms
  • Collaborating cross-functionally with Finance, Analytics, Marketing, and Compliance to deliver strategic projects
  • Operating effectively in a fast-paced environment while managing competing priorities and deadlines
  • Utilizing key skillsets including project management, data analysis, problem-solving skills, financial business acumen, ability to integrate data/financial analysis into streamlined presentations, and knowledge or ability to learn key systems including Salesforce & other internal financial reporting tools

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
  • 3+ years of experience in financial services, strategy or analytics
  • or a master's degree or higher in fields such as business, finance, or economics
  • Prior experience in Investment Banking, Corporate Banking or Financial Services Consulting
  • Experience with CRM platforms (e.g., Salesforce)
  • Strong understanding of strategic planning, performance management, and execution
  • Demonstrated ability to analyze complex problems and implement solutions
  • Strong financial analysis skills (e.g., company performance, market dynamics, internal business metrics)
  • Excellent written and verbal communication skills, with the ability to develop executive-level materials
  • Ability to operate independently and exercise sound judgment in a fast-paced, results-driven environment
  • Proven ability to collaborate across teams and organizational levels with flexibility and adaptability
  • Advanced proficiency in Microsoft PowerPoint and Excel including experience working with large datasets and analytical tools (e.g., PivotTables, BI tools
  • VBA/macros)
  • Experience with AI and workflow tools that reduce manual tasks through increased automation

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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