• Lead Business Growth Strategy Consultant

    Wells Fargo (Tampa, FL)


    About this role:

    Wells Fargo is seeking a Lead Business Growth Strategy Consultant to join our Advisor Platform Coaching group within Wealth & Investment Management. Learn more about career areas and lines of business at wellsfargojobs.com.

    In this role, you will:

    + Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets

    + Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors

    + Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers

    + Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area

    + Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives

    + Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor

    Required Qualifications:

    + 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:

    + Extensive eMoney experience or equivalent planning software

    + Extensive knowledge in money planning

    + Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) or equivalent credentials with expertise in financial planning and/or taxation

    + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

    + Strong presentation skills

    + Effective organizational, multi-tasking, and prioritizing skills

    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.

    Posting End Date:

    21 May 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.

     

    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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

     

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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-455374