Senior Lead Asset Movement Consultant (Senior Lead Business Execution Consultant) in DALLAS, Texas

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Wells Fargo

About this role:

Wells Fargo is seeking a Senior Lead Asset Movement Consultant (Senior Lead Business Execution Consultant) to join the Money Movement Product team within Wealth and Investment Management (WIM). This consultant is responsible for strategic planning, research, discovery and organization of large work efforts for the Money Movement Product team for WIM businesses. Responsible for recommending solutions that best serve our clients, financial advisors, and other supporting teams.

In this role, you will…

  • Lead the strategy and resolution of complex and unique challenges requiring in-depth understanding of potential synergies and opportunities companywide

  • Provide thought leadership for new product functionality, modifications to existing products and how to retire features/products

  • Identify and document business value and user experience with a strong focus on our clients and financial advisors

  • Advise experienced leadership to develop or influence business plans, business requirements, direct product design and implementation for complex business and technical needs

  • Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are strategically focused for diverse product lines

  • Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, and upgrading technologies

  • Lead process discovery to understand current processes and pain points; develop solution recommendations that resonate with leaders and identify supporting data for the business values

  • Provide demos and presentations to the team, to senior leadership, and stakeholders

  • Lead matrixed team members

  • Serve as an adept advisor to leadership

Required Qualifications:

  • 7+ 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 consulting with Brokerage, Bank or Trust related business to improve Money/Asset movement processes and systems

  • Domain knowledge of Money Movement such as experience in authentication, asset movement between banking and brokerage areas (wires/transfers/etc.), and/or vendor integration with existing platforms

  • 5+ years’ experience in planning, leading, and documenting current/future state processes/system functionality for highly complex initiatives

  • Expert level experience communicating complex problems to a variety of business and technology team members in all levels in the organization and using various communication mechanisms

  • Ability to understand the business problem and identify strategic solutions that may include changes to technology, organization, policies, controls or processes

  • Ability to coach other team members in a matrix environment

  • Creatively solve business problems by working with legal, risk, compliance, technology, and other product teams and prioritize by business value

  • Ability to gather and analyze data to identify opportunities by business value

  • A BS/BA degree (or equivalent experience)

  • Jira experience a plus

Job Expectations:

  • Ability to travel up to 10% of the time

  • This position is not eligible for Visa sponsorship.

  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing

Posting Locations:

  • 550 South Tryon Street – Charlotte, NC 28202

  • 2710 Pine Street E Building – Saint Louis, MO 63103

  • 550 South 4th Street – Minneapolis, MN 55415

  • 100 Crescent Court – Dallas, TX

  • Required locations listed above. Relocation assistance is not available for this position.

Posting End Date:

28 Jun 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.


Req Number: R-364423-2

Updated: Sat Jun 29 03:48:20 UTC 2024

Location: DALLAS,Texas

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