Lead Business Execution Consultant – WIM Operations

Wells Fargo

Lead Business Execution Consultant managing Wells Trade and UHNW servicing strategy. Driving operational improvements and cross-functional collaboration within Wealth and Investment Management Operations.

Posted 6/18/2026full-timeCharlotte • Minnesota, North Carolina • 🇺🇸 United StatesSenior💰 $119,000 - $206,000 per yearWebsite

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Hard Skills

process assessmentprocess mappingoperating model designrisk mitigationprocess redesignstandardizationoperational risk managementservicing workflowscontrol frameworksaudit readiness

Soft Skills

leadershipstakeholder managementexecutive communicationdecision makingcross-functional collaborationclarityprioritizationrisk awarenessstrategic planningproblem solving

Certifications & Qualifications

Six Sigma Green BeltSix Sigma Black BeltPMP Certification

Industry Keywords

Wealth ManagementWells TradeUHNW servicingregulatory complianceoperational riskcontrol standardsgovernance frameworksservice channelslegacy systemsprocess ownership

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Own execution of Wells Trade and UHNW servicing strategy initiatives in partnership with senior business leaders
Lead structured current‑state process assessments to identify control gaps, process fragmentation, and legacy design risks across WIM Operations
Evaluate end‑to‑end servicing workflows to reduce residual operational risk, manual error exposure, and dependency on non‑scalable or compensating controls
Design and document end‑to‑end processes and detailed target operating models (TOMs) aligned to control standards and regulatory expectations
Translate strategic objectives into actionable operating plans and future‑state solutions that improve control consistency across servicing channels
Lead cross‑functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control
Drive clarity, prioritization, and risk‑aware decision making in complex, ambiguous environments
Standardize and rationalize servicing processes to improve risk transparency, control ownership, and audit readiness, including form‑based and exception‑driven workflows
Partner with Risk and Control teams to remediate structural process weaknesses, eliminate reliance on manual compensating controls, and reduce repeat issues
Establish governance, ownership, and execution frameworks to support sustainable, well‑controlled operating models
Prepare executive‑level materials, including current‑ vs. future‑state process assessments, operational risk themes, control considerations, and key dependencies

Requirements

What you’ll need

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
Experience supporting Wealth Management, Wells Trade, or UHNW servicing models
Six Sigma (Green or Black Belt) or PMP Certification
Strong current‑state process assessment, process mapping, and operating model design experience
Demonstrated ability to identify and mitigate operational risk drivers through process redesign and standardization
Proven ability to lead complex, cross‑functional initiatives in regulated environments
Executive‑level communication and stakeholder management skills
Experience identifying risks, dependencies, and control trade‑offs in legacy operating environments
Experience preparing executive‑level reporting, including risk summaries and operating model insights

Benefits

Comp & perks

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