Business Execution Consultant - WIM Credit Solutions CAO

Wells Fargo
Charlotte, NC
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. **About this role:** Wells Fargo is seeking a Business Execution Consultant within the Credit Solutions CAO (Chief Administrative Office). This position plays a pivotal role in driving strategic initiatives and ensuring seamless execution of business operations. This role is ideal for a seasoned professional with strong analytical skills, experience in lending, project management, process optimization, and cross-functional collaboration within the financial services sector. Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Collaborate with analytics partners to develop reporting solutions + Research moderately complex business, operational, and strategic initiatives that require analytical skills + Partner with senior leadership to identify business needs that can be solved by leveraging data analysis + Assist in the planning and execution of a variety of initiatives that may include risk mitigation, efficiency, and customer experience + Act as a change management champion by guiding stakeholders through transitions and fostering adoption of new processes + Identify and implement best practices for continuous improvement in project execution and change management * This individual will focus on all things lending focused on Custom Lending and Securities Based Lending. They will engage with partners in Wealth and Investment Management (WIM) Operations, Credit Solutions Leadership, Credit Risk, Compliance, Finance, Legal and Control. This person will serve as a Subject Matter Expert within the CAO and will be responsible for helping with project execution in both Custom Lending and Securities Based Lending. **Required Qualifications:** + 2+ 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 **Desired Qualifications:** + Advanced proficiency in Microsoft Office Suite, with focus on Excel, Power BI, and PowerPoint + Strong analytical and problem-solving skills with the ability to interpret complex data and drive actionable insights. + Excellent written and verbal communication skills; ability to influence and engage stakeholders at all levels. + Wealth Management experience + Demonstrated success managing multiple priorities, projects and initiatives in a fast paced, highly regulated environment + Understanding of banking and lending operations to include credit products, loan lifecycle management, underwriting, and servicing processes + Experience working in a regulated financial services environment, with a solid grasp of compliance, risk management, and governance frameworks + Proven ability to assess processes, identify risk or inefficiencies, and recommend solutions that drive operational excellence + Experience conducting project meetings, presentations and status reporting **Job Expectations:** + This position is not eligible for Visa sponsorship. + This position offers a hybrid work schedule. + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Job Locations:** + 550 S Tryon St, Charlotte NC 28202 + 299 S Main St, Salt Lake City UT, 84111 + 5201 W Amelia Earhart Dr, Salt Lake City UT, 84116 + 550 S 4th ST, Minneapolis MN, 55415 + 401 Las Colinas Blvd W Bldg B, Irving TX, 75039 + 2801 Market St F &L Bldg, St Louis MO, 63106 + 800 S Jordan Creek Pkwy, West Des Moines IA, 50266 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $77,000.00 - $133,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees. + 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 **Posting End Date:** 25 Nov 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-504055
Posted 2025-11-13

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