Senior Business Execution Consultant – WIM Operations
Listed on 2026-07-05
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IT/Tech
AI Business & Operations, Business Systems/ Tech Analyst -
Business
AI Business & Operations, Business Systems/ Tech Analyst
Senior Business Execution Consultant
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 analytical, problem-solving, and stakeholder management skills
- Excellent verbal, written, and executive-level communication skills
- Knowledge of emerging technologies, including generative AI, conversational AI, or workflow automation solutions
Primary Posting Location:
- 1525 W W T Harris Blvd, Charlotte, North Carolina
Job Expectations:
- Ability to work on site at posted location
- Ability to work additional hours as needed
- Position is not eligible for VISA sponsorship
Posting
Location:
- Charlotte, North Carolina
Posting End Date:
1 Jul 2026
* 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.
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