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Senior Business Execution Consultant - WIM Operations
Job in
Charlotte, Mecklenburg County, North Carolina, 28201, USA
Listed on 2026-06-30
Listing for:
Wells Fargo
Full Time
position Listed on 2026-06-30
Job specializations:
-
IT/Tech
Business Systems/ Tech Analyst
Job Description & How to Apply Below
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 Linked In Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Business Execution Consultant to join the Custody & Wealth Servicing Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting product strategy, defining and delivering roadmaps, and enabling scalable, compliant servicing solutions that support institutional custody, clearing, and wealth servicing businesses. Learn more about our career areas and lines of business at
This Senior Business Execution Consultant role will be a key contributor supporting Digital, Virtual Assistant, and Contact Center modernization initiatives, including FARGO, Enterprise Intelligent Virtual Assistant (EIVA), and Contact Center enablement efforts. The role partners closely with Technology, Operations, Risk, Legal, Compliance, and Control to ensure solutions are well‑defined, operationally sound, and aligned to enterprise strategy and regulatory expectations.
In this role, you will:
* Represent WIM Operations in the delivery of client facing virtual assistant and contact center capabilities, translating business priorities into clear requirements, prioritized use cases, and experience alignment
* Lead cross-functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control stakeholders, driving alignment on scope, dependencies, sequencing, and delivery outcomes
* Provide subject matter expertise on client-facing use cases, validating high impact FAQs, end-to-end servicing journeys and content, and resolution pathways
* Ensure operational risk and control alignment, proactively identifying gaps and partnering with stakeholders to remediate issues prior to release
* Monitor outcomes (client adoption, digital resolution, deflection opportunity, exception handling) and recommend continuous improvements across FARGO and Enterprise Interactive Virtual Intelligence (EIVA) solutions
* Develop and influence product enhancement roadmaps, business case development, and prioritization decisions to optimize client and operational outcomes
* Serve as a trusted execution partner to senior leaders, providing clarity, insight, and communication involving these complex, multi-platform modernization initiatives
Required Qualifications:
* 4+ 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 supporting digital transformation, automation, AI, virtual assistant, or contact center modernization initiatives
* Knowledge of wealth management, investment servicing, customer service, or operations environments
* Ability to translate business needs into technology-driven solutions and process improvements
* Experience partnering across Operations, Product, Technology, Risk, and Control organizations
* Knowledge of digital channels, including web, mobile, self-service, chatbot, or virtual assistant platforms
* Experience gathering business requirements, developing use cases, and supporting implementation of strategic initiatives
* Ability to manage multiple priorities and deliver results in a fast-paced, matrixed environment
* Strong…
Position Requirements
10+ Years
work experience
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