Lead Business Execution Consultant – WIM Operations

Responsibilities

• 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

• 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