Lead Business Execution Consultant

Lead Business Execution Consultant

Wells Fargo is seeking a Lead Business Execution Consultant to join Wells Fargo Advisors Financial Network (FiNet), the fastest-growing channel in Wealth and Investment Management (WIM). FiNet empowers independent financial advisors with a robust platform, resources, and services to help them grow and serve their clients effectively.

This high-impact role will lead strategic initiatives that strengthen FiNet's value proposition, enhance advisor and client experience, and support the channel's competitive positioning in the independent advisor marketplace. The role requires a strategic thinker with strong project management, stakeholder management, and business execution capabilities who can partner across multiple functions to drive meaningful outcomes.

In this role, you will:

• Lead strategic initiatives that enhance FiNet's platform, strengthen advisor and client experience, drive revenue growth, and improve operational efficiency.
• Own the full project management lifecycle, including project planning, stakeholder identification, governance cadence, meeting facilitation, and documentation of decisions, actions, risks, and open items.
• Review, refine, and develop policies in partnership with cross-functional teams across WIM, including Supervision, Compliance, Risk, Product, Operations, and Technology, to evolve FiNet's risk and compliance framework.

• Collaborate closely with FiNet, Client Relationship Group (CRG), and WIM leadership to ensure initiatives are delivered effectively and on schedule.
• Conduct analysis and generate actionable insights to support executive-level decision making and business strategy development.
• Develop compelling executive presentations, communications, and materials tailored to influence stakeholders at all levels of the organization.
• Research complex business, operational, regulatory, and strategic issues, leveraging analytical skills and a strong understanding of organizational strategy and business execution.
• Partner with key stakeholders to identify opportunities for process improvement, control enhancement, and operational effectiveness.
• Work independently to provide recommendations, thought leadership, and support on key initiatives.
• Build and maintain strong partnerships across FiNet and WIM, helping to drive adoption and execution of programs, services, and strategic priorities.
• Facilitate governance forums, steering committees, and working sessions to drive alignment, accountability, and execution.
• Support the evaluation, design, and implementation of enhancements to FiNet's platform, services, and operating model.

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
• 5+ years of Project Management experience

Desired

Qualifications:

• Experience with in Wealth & Investment Management, Financial Services, Broker-Dealer, or advisor-facing businesses.
• Knowledge of the independent advisor marketplace, advisor business models, practice management concepts, and industry trends.
• Experience leading large-scale, cross-functional strategic initiatives from concept through implementation.
• Demonstrated ability to partner effectively with Compliance, Risk, Supervision, Legal, Product, Operations, and Technology teams.
• Strong stakeholder management skills with the ability to influence and drive outcomes in a highly matrixed organization.
• Experience developing or enhancing business processes, controls, governance frameworks, and risk management practices.
• Strong analytical, problem-solving, and data interpretation skills with the ability to translate findings into business recommendations.
• Exceptional verbal, written, and executive presentation skills.
• Experience creating executive-level presentations, business cases, and strategic recommendations.
• Advanced proficiency in Microsoft PowerPoint, Excel, and other business productivity tools.
• Project Management Professional (PMP), Agile, Lean, or other project management certification preferred.
• Direct experience supporting an independent broker-dealer, RIA platform, advisor engagement organization, or advisor-facing wealth management business is strongly preferred.

Job Expectations:

• Lead multiple strategic initiatives simultaneously while managing competing priorities and deadlines.
• Present recommendations, project updates, business cases, and strategic insights to senior leadership and governance committees.
• Analyze operational, business, risk, compliance, and advisor experience data to identify trends, opportunities, and improvement strategies.
• Facilitate working sessions, project meetings, steering committees, and governance forums to ensure successful delivery of initiatives.
• Develop and maintain project documentation, governance materials, business requirements, action plans, and executive communications.
• Build strong partnerships across FiNet, WIM, Risk,…