Business Execution Consultant CRG Infrastructure Support Services

About this role:

Wells Fargo is seeking an Infrastructure Support Services (ISS) Business Execution Consultant to support one of Wealth & Investment Management’s (WIM) brokerage divisions. Learn more about the career areas and business divisions at .

This role provides execution support across core business infrastructure functions, including representative code setup, adjustments, inquiries, and employee access facilitation within the assigned Client Relationship Group (CRG) division. The consultant will partner closely with branch leadership, branch support teams, and governance partners to ensure reliable, accurate, and timely execution of operational processes. Success in this role requires strong detail orientation, consistent communication, and the ability to build trust based working relationships.

Critical functions include:

• Representative code setup and maintenance

• Access requests and entitlement facilitation

• Timely communication with branch and home office partners

In this role, you will:

• Participate in assigned and ongoing business operations to support achievement of business goals and objectives
• Set up new representative codes with a high level of accuracy, recognizing the impact on advisor compensation workflows
• Identify process improvement opportunities by performing research and root cause analysis of compliance and business metrics
• Determine strengths and opportunities within defined execution processes
• Review and analyze strategies, recommending actions to support effective, compliant, and efficient operations
• Utilize independent judgment to guide moderate risk deliverables and decisions
• Provide guidance across diverse operational support functions within the designated business group
• Collaborate with ISS and cross functional partners to ensure consistent execution
• Present recommendations for improvements to support strategy, risk management, and performance optimization
• Consult with leaders and executive management as needed
• Provide work direction to less experienced Strategy and Execution team members

Required Qualifications:

• 2+ years of Business Execution, Implementation, Strategic Planning, or equivalent experience demonstrated through a combination of work experience, training, military service, or education

Desired Qualifications:

• 1+ year of experience within Wells Fargo Advisors’ Client Relationship Group (Operations, Governance, or Compliance)
• Experience with Advisor Gateway / SmartStation APS, and BETA
• Demonstrated ability to identify and implement process improvements using research and root cause testing
• Ability to work independently with minimal direction
• Strong organizational, multitasking, and prioritization skills
• Excellent verbal, written, and interpersonal communication abilities
• Strong analytical skills and attention to detail
• Ability to collaborate effectively across teams and organizational levels
• Ability to navigate and work across multiple systems, applications, and search tools
• Ability to prioritize, meet deadlines, and work effectively in a fast paced, complex environment
• Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint) and SharePoint

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position offers a hybrid work schedule in alignment with the existing WIM policies and standards.
• 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.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Posting Locations:

• 550 S Tryon St - Charlotte, North Carolina 28202
• 2801 Market St, F & L Bldg - Saint Louis, Missouri 63103
• Relocation assistance is not available for this position.

Posting End Date:

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.