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Job Details

Strategy Consultant 4 - Wealth and Investment Management

Company name
Wells Fargo

Charlotte, NC

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Strategy Consultant 4 - Wealth and Investment Management

Wells Fargo



Job #667892293

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Strategic Consultant for WIM is responsible for providing strategic consulting through: engagement-based consulting for executives and senior leaders on a broad array of strategic topics as well as alignment with partners to position and transition strategy into true organizational change activities. This person is responsible for developing data analytics and qualitative insights that support strategic recommendations. The ideal candidate will possess exceptional business consulting skills, strong business acumen, leadership abilities, and a focus on follow through activities to deliver WIM strategic priorities identified by WIM senior leaders. This individual will be called upon to provide guidance to less experienced team members. Specific responsibilities will include:

· Supporting high-visibility cross lines of business strategic assessments, strategy development, and long-term strategic initiatives that present significant challenges and/or opportunities to the business.

· Participating in and helping lead segment strategies related research, opportunity assessment, and initiatives.

· Spearheading efforts to understand, enhance, qualify, quantify, and objectively evaluate proposed strategic focuses and initiatives.

· Leveraging and collaborating with Client Information and Analytics, Finance, Risk, Compliance, Technology and Operations, product development, Marketing, and other key partners.

· Leading efforts to transition developed strategies into implementation activities. This will include influencing in a matrixed environment to secure organizational resources and partnering with day-to-day business and dedicated implementation resources to ensure implementation success and realization of target benefits.

The Candidate:

This collaborative leader must be capable of thought leadership, developing and enhancing strategic plans and solutions, and leading change. The role demands a persuasive, effective communicator who will position WIM competitively and influence senior management across multiple lines of business. It requires strong consulting, strategic planning, and relationship management skills. A key differentiator will be the ability to understand and operate successfully in a complex, heavily-matrixed environment with diverse teams. The role requires a passion for developing new strategies and enhancing proposed initiatives, follow through on developed strategies into implementation, a unique ability to balance important long-term strategic and short-term urgent priorities, and a personal desire and accountability for positive client and shareholder change. At minimum, the candidate will have eight years of strategic consulting experience that includes direct strategic plan development experience.

Location to be Charlotte, NC or San Francisco, CA. Other locations and telecommuting are not options.

Required Qualifications:

8 years of strategic planning experience

Desired Qualifications:

A Master's degree or higher

Advanced Microsoft PowerPoint skills

Ability to travel up to 10% of the time

Job Expectations:

Ability to travel up to 10% of the time

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at ~~~.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Updated 05/16/2018

Company info

Wells Fargo
Website :

Company Profile
Wells Fargo & Company provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. The company’s Community Banking segment offers checking and market rate accounts, savings and time deposits, individual retirement accounts, and remittances; and lines of credit, auto floor plan lines, equity lines and loans, equipment and transportation loans, education and residential mortgage loans, and credit and debit cards. This segment also provides equipment leases, real estate and other commercial financing, small business administration financing, venture capital financing, cash management, payroll services, retirement plans, health savings accounts, and merchant payment processing and private label financing solutions, as well as purchases retail installment contracts. Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, investment management, institutional fixed-income sales, interest rate, commodity and equity risk management, insurance, corporate trust fiduciary and agency, and investment banking services, as well as online/electronic products. This segment also provides construction, and land acquisition and development loans; secured and unsecured lines of credit; interim financing arrangements; rehabilitation loans; affordable housing loans and letters of credit; loans for securitization; commercial real estate loan servicing; and real estate and mortgage brokerage services. The company’s Wealth, Brokerage, and Retirement segment offers financial advisory, wealth management, brokerage, retirement, trust, and reinsurance services. As of March 7, 2014, it operated through 9,000 locations and 12,000 ATMs, and offices in 36 countries, as well as through The Company was founded in 1852 and is headquartered in San Francisco, California.

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