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About this role:

Wells Fargo is seeking a Lead Business Execution Consultant in the Investment Portfolio Management Deposits & Payments Enablement Group as a part of Consumer Small & Business Banking to re-build major components of the business and finance investment planning and reporting processes to support strategic roadmap prioritization and annual planning. This role is focused on creating transparency and using data to make informed decisions and to create visibility and awareness on how technology capacity and investment is utilized by the deposits and payments product groups to achieve quantifiable outcomes.

Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

+ Develop concise executive presentations and collaborate with business and technology finance teams to explain end-to-end investments, prioritization, and alignment with business strategies.

+ Create roadmap reporting in multiple formats and perspectives to support informed business decision-making.

+ Facilitate regular cadences with technology and LOB partners to assess capacity versus investment for both “change the bank” and “run the bank” initiatives.

+ Define requirements for investment reporting and establish processes to work across partner groups to achieve reporting outcomes.

+ Support financial reporting, data analytics, and roadmap reporting for deposits and payments, with potential to expand to other areas.

+ Assist in building quarterly and annual plans and forecast future business and technology capacity and investment needs for supported business partners.

+ Master the full investment planning lifecycle and provide hands-on support to deposit and payment product teams.

+ Partner with deposit, payments, technology, and enablement teams on development, prioritization, and delivery of business investments.

+ Analyze historical performance and future trends to identify patterns and inform investment reporting and assumptions.

+ Drive ongoing business optimization initiatives with a focus on roadmap and investment reporting in collaboration with stakeholders.

+ Support ongoing roadmap reporting and analysis to ensure transparency and alignment with strategic goals.

+ Serve as backup for change governance and stakeholder management routines as needed.

Required Qualifications:

+ 5+ 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:

+ Experience with business and technology financial reporting, ensuring accuracy and actionable insights.

+ Strong understanding of technology sizing, capacity forecasting, and related terminology to support planning and resource allocation.

+ Knowledge and understanding of investment planning processes, aligning funding strategies with business priorities.

+ Proven experience with executive-level reporting, delivering clear, concise, and impactful updates.

+ Ability to aggregate and simplify large data sets into intuitive, manipulable views for decision-making.

+ Proficiency in Excel, PowerPoint, and Power BI, leveraging tools for analysis, visualization, and presentations.

+ Experience in process improvement, including implementing tools and automation to enhance efficiency.

+ Demonstrated initiative to iterate and develop reporting views, adapting to evolving business needs.

+ Eagerness to understand the full product and technology lifecycle, applying capacity and funding principles effectively.

+ Ability to integrate with the broader team, either directly through reporting or indirectly as a support/backup resource.

+ Work autonomously while providing timely leadership updates, ensuring transparency and accountability.

Job Expectations:

+ Ability to travel up to 5% of the time

+ This position is not eligible for Visa Sponsorship

+ This position offers a hybrid work schedule

Posting Locations

+ 401 South Tryon Street, Charlotte, North Carolina

Required location listed above

Please note: Job posting may come down early due to volume of applicants

Posting End Date:

16 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.

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-503702