Business Execution Consultant / WIM Treasury Management Analyst Centralized Team

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 (BL&T) 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, treasury management, custom lending, and trust services.

About this role:

Wells Fargo is seeking a Business Execution Consultant to join our Treasury Management team within Wealth & Investment Management. This position will sit within the Deposits & Treasury Management organization and offers hands‑on exposure to the full lifecycle of Treasury Management, client engagement, and foundational sales support. This position is located in Charlotte, NC. Learn more about career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Support Treasury Management Consultants by gathering, analyzing, and summarizing current clients and prospect information to drive the sales process.

• Ensure a smooth client and partner experience by supporting new & existing requests for Treasury Management services and products, including onboarding and maintenance.
• Review and research basic or tactical operational assignments that require evaluation and selection of alternatives
• Provide support for the ongoing product and pricing management for Treasury Management services
• Develop, implement, execute and maintain processes, controls, and policies necessary for the correct functioning of the Treasury Management product portfolio including the implementation of new accounts
• Ensure products and programs adhere to regulations and policies; oversee product risk management to ensure effective controls, meet deliverables, and drive new initiatives
• Plan and support strategic initiatives, using proficient analytical skills, foundational knowledge of Change Management execution, and understanding of WIM business
• Identify, and advocate for any relevant modification thereof, opportunities and strategies for process improvement and risk control development to ensure operational excellence and process efficiency
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Utilize independent judgment to guide moderate risk deliverables
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

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:

• 2+ years in Treasury Management (roles such as a Sales Analyst, Dedicated Client Service Officer or Implementation Coordinator) with knowledge of products, services and implementation processes
• Experience in Wealth Management or other Financial Services
• Working knowledge of Treasury Management systems (e.g., Account Analysis, AES, ARTi, Commercial Electronic Office (CEO), iTrac, Legal Wizard, Phoenix, TM Pricer, and UAM)
• Strong leadership skills, with the ability to influence key decision makers and foster effective partnerships
• Strong prospecting, sales, negotiation, and influence skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Ability to follow policies, procedures and regulations
• Aptitude to quickly and effectively develop knowledge of products, pricing strategies, risk management, technical tools and sales processes.
• Capacity to manage multiple projects and priorities simultaneously
• Demonstrated collaboration skills and the ability to partner across business and functional groups
• A high level of comfort working with ambiguity or uncertainty and converting information into quantifiable concept

Posting Location:

550 S Tryon St
CHARLOTTE, NC 28202
United States of America

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.