Business Systems Senior Analyst jobs at First Citizens Bank - 74 jobs

This is a remote role that may only be hired in the following locations: CT, DE, IA, IN, KS, KY, NC, NH, OH, PA, RI, SC, VA, WV, PA, WI, AZ, FL, GA, MO, TN, TX. The Senior Business Planning and Support lead is a strategic partner to the data platform technology leaders, driving department planning, governance, and operational excellence. This position sits at the intersection of Strategy, Workforce, and Financials. This role leads the development and execution of long-term strategy and workforce plans ensuring alignment with organizational goals, resource needs, and critical business priorities. It oversees financial planning and budget management for the data platform technology department providing insights to optimize operational decisions and efficiencies. The position establishes and maintains workforce governance structures, performance metrics, and reporting frameworks enabling effective decision making and transparent oversight. This individual acts as a connector across technology, the business, and stakeholders ensuring the Data Platforms department is positioned to execute its strategy, scale responsibly, and deliver measurable value. Responsibilities * Business Strategy - Works directly with technology leaders to plan, create, and execute business plans, inclusive of the workforce strategy and financial plans, aligned to department and organizational goals. Organizing and facilitates strategic planning for the technology leaders. * Team Leadership - Leads special projects, serving as a resource to wider business unit or organization. Utilizes expertise to provide guidance, feedback, and direction on complex matters. Assists in the communication of performance results and expected behaviors. * Reporting - Prepare presentations and reports showing progress towards business plans, summarizing finding and strategic insights. Produces reports based on analysis, industry trends, and process capabilities. Identifies patterns, problems, and areas of improvement, and tracks effectiveness of implemented enhancements. Creates specifications, project plans, and other documentation in support of business initiatives. May review or verify reports of team. * Data Analysis - Works with large amounts of data including sourcing, compiling, reconciling, and interpreting the data. Performs complex data analysis, effectively communicating and directing analysis output. Qualifications Bachelor's Degree and 8 years of experience in Business Strategy, Project Planning, and Financial Services industry OR High School Diploma or GED and 12 years of experience in Business Strategy, Project Planning, and Financial Services industry Preferred: * Highly organized and ability to work independently to drive results * Developing, maintaining, and delivering metrics * Financial and accounting experience; Managing financials for a large organization * Creating and managing a workforce plan, for a large organization * Working with large volumes of data * Preparing and presenting data for Monthly Business Reviews (MBRs) and executive level reporting * Strong analytic skills * Expert proficiency in MS Excel and MS PowerPoint License or Certification Type: Lean Six Sigma experience or certification, Financial or accounting experience License or Certification Type: PMP Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? Conduct Periodic Reviews of clients to determine compliance risk, identify deviations from expected behaviors based on client profile and update profile to determine accuracy of client risk level. The KYC Review (Analyst - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools, subscription based websites, public records to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. Escalate restricted or prohibited activity consistent with CNB policy requiring BSA Escalation discovered through research to HRC (High Risk Client) and/or unusual activity to Compliance Investigations. May assist with training of new hires and conduct quality control review/adit of junior level analyst reviews. May Participate in and complete ad-hoc projects. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent 5+ years experience in Banking Services, branch operations, risk management or related function 3 years of BSA/AML experience 2+ years experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? Serve as the business expert for the development, maintenance, training, regulatory compliance and support of all processes related to the residential lending systems. Design, test, and implement system enhancements and provide technical production support for end-users. Coordinate with line of business for project implementation and oversee all required post-implementation tasks to ensure business line satisfaction. WHAT WILL YOU DO? * Determine business line system needs and objectives and consults with business line regarding problems with current business applications or systems, enhancements, or new functionality. * Prepare business and system requirements for maintenance/enhancements and present recommendations to division management. * Gather information and write business/system requirements, build workflows, develop and code documents and supports the Residential Lending division for trouble shooting * Conduct all user and quality assurance testing on systems and conduct maintenance testing. Develop test scripts to quality control all changes. Interact with software vendors and BATS to implement software enhancements. * Collaborate with external departments, including but not limited to Credit Administration, BATS, Legal, and Product Management, to create and implement documents, products and services as they relate to the system application. * Provide system application support to end-users and effectively troubleshoot system application problems. Make system configuration changes or coordinate changes with vendors or BATS to correct identified problems. * Prepare documentation on system enhancements and communicate key system changes to the training department. * Complies fully with all Bank Administrative, Operational and Credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience as business analyst or operations analyst specifically supporting loan origination systems. * Minimum 4 years experience hands-on system design, testing, and production support including writing business requirements and conducting user acceptance testing. * Minimum 4 years experience working in the financial industry required with focus on consumer and mortgage lending. *Additional Qualifications* * Excellent analytical and problem-solving skills. * Prior mortgage experience from point of sale to servicing. * Understanding of federal/state regulatory policies and procedures. * Thorough knowledge software development and maintenance methodologies including quality assurance and business cycle testing. * Ability to develop detailed, clearly written business requirements and system/process workflows. * Experience with planning, designing, and execution of user acceptance testing. * Intermediate to advanced proficiency in MS Word, Excel, PowerPoint, and Visio. * Working knowledge of agile/scrum practices. * Proven ability to lead projects and initiatives to achieve desired business results. * Strong attention to detail and possess exceptional organizational skills. * Excellent verbal and written communications skills. * College degree preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? Serve as the business expert for the development, maintenance, training, regulatory compliance and support of all processes related to the residential lending systems. Design, test, and implement system enhancements and provide technical production support for end-users. Coordinate with line of business for project implementation and oversee all required post-implementation tasks to ensure business line satisfaction. WHAT WILL YOU DO? * Determine business line system needs and objectives and consults with business line regarding problems with current business applications or systems, enhancements, or new functionality. * Prepare business and system requirements for maintenance/enhancements and present recommendations to division management. * Gather information and write business/system requirements, build workflows, develop and code documents and supports the Residential Lending division for trouble shooting * Conduct all user and quality assurance testing on systems and conduct maintenance testing. Develop test scripts to quality control all changes. Interact with software vendors and BATS to implement software enhancements. * Collaborate with external departments, including but not limited to Credit Administration, BATS, Legal, and Product Management, to create and implement documents, products and services as they relate to the system application. * Provide system application support to end-users and effectively troubleshoot system application problems. Make system configuration changes or coordinate changes with vendors or BATS to correct identified problems. * Prepare documentation on system enhancements and communicate key system changes to the training department. * Complies fully with all Bank Administrative, Operational and Credit policies and procedures as well as all regulatory requirements (e.g., Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 4 years experience as business analyst or operations analyst specifically supporting loan origination systems. * Minimum 4 years experience hands-on system design, testing, and production support including writing business requirements and conducting user acceptance testing. * Minimum 4 years experience working in the financial industry required with focus on consumer and mortgage lending. *Additional Qualifications* * Excellent analytical and problem-solving skills. * Prior mortgage experience from point of sale to servicing. * Understanding of federal/state regulatory policies and procedures. * Thorough knowledge software development and maintenance methodologies including quality assurance and business cycle testing. * Ability to develop detailed, clearly written business requirements and system/process workflows. * Experience with planning, designing, and execution of user acceptance testing. * Intermediate to advanced proficiency in MS Word, Excel, PowerPoint, and Visio. * Working knowledge of agile/scrum practices. * Proven ability to lead projects and initiatives to achieve desired business results. * Strong attention to detail and possess exceptional organizational skills. * Excellent verbal and written communications skills. * College degree preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $34.55 - $55.19 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? The Business Unit Data Analyst is responsible for supporting the Finance group and the business users through the analysis of quantitative & qualitative data. This position will participate in the analysis required for the design and development of the enterprise and local data solutions and related reporting structures and interfaces. This role requires the ability to translate business problems into solutions/approaches driven by data analysis, business acumen, creativity, and clear, concise and effective communication. WHAT WILL YOU DO? * Work with Business Users to define and document explicit business requirements for implementing subject areas in the Enterprise Data Warehouse and corresponding reports. * Perform data analysis by writing complex SQL queries on various source systems and data warehouse to find trends and anomalies in the data in support of the requirements for various strategic and/or tactical projects. * Serve as Subject Matter Expert on a particular system and its data, and guide the development activities with assumptions and data dependencies. * Identify data quality issues and concerns and support the data governance initiative by being involved in various data initiatives. * Conduct on-going analysis of the business, operating practices, and data flows within and between various systems and applications. * May be required to assist in maintaining the data model for both Operational Data Store (ODS) as well as the analytical Enterprise Data Warehouse (EDW). * Keeps informed of existing and evolving best practice, industry standards and technologies. * Fosters and maintains good relationships with colleagues to meet expected customer service levels. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. * Develop and maintain positive, productive, and professional relationships with key business partners to meet expected customer service levels. * Complies fully with all Bank Operational policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent Business, Economics, Finance, Accounting, Computer Science or related technologies strongly preferred. * Minimum 5 years of experience working with Information Technologies required. * Minimum 5 years of experience as an analyst, preferably in a data-intensive financial company. * Minimum 3 years working in a client facing business support role. *Additional Qualifications* * Prior hands-on experience in using SQL, Tableau, or Business Objects is a plus * Prior experience in Financial Services industry a plus. * Excellent analytical skills. * Good knowledge of project management technique. * Able to communicate clearly and professionally with all levels of an organization. * Strong interpersonal, written and verbal communication skills with demonstrated ability to work in a team environment. * Ability to express complex technical concepts in business terms. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? The nCino Business Analyst serves in a dual capacity. This person will work with business users to gather and define business requirements; translate the requirements into user stories, process changes and work flows to solve business problems and will also support & lead the Agile process for the line of business (LOB) nCino application. The role will work with the line of business, division Salesforce team, nCino Business team, outside consultants, the SFDC COE business and technical teams and other stakeholders to ensure delivery of high quality solutions to meet business needs, including ongoing support of the introduction of new features and capabilities WHAT WILL YOU DO? * Support the Line of Business nCino users by troubleshooting inquiries, logging & tracking issues and assisting in triaging situations * Support the existing nCnio COE Agile process of prioritization of user stories across multiple business processes and stakeholders * Understand & analyze cross-functional impacts of business requirements to configuration, process, workflow and reporting, and incorporate into user support interactions * Perform and / or coordinate UAT testing; work with nCino business, SFDC COE business and technical teams on defect remediation * Serve as a point of contact from the Division Admin team for day-to-day support of the nCino platform users: answer questions; help with access and usage requests and needs; identify issues and work with the appropriate parties on remediation * Help design and execute a broader support model, inclusive of self-service materials/capabilities, in coordination with the nCino and Salesforce COE roadmap * Maintain and improve knowledge base & training material accessible by support team and business users to minimize cases and avoid repeat issue escalation * Create and maintain custom reports and dashboards for various teams * Provide on-going support for nCino evolution; participate in projects as a Subject Matter Expert, to drive product roadmap successfully forward and ensure alignment with CNB's overall Salesforce strategy * All other appropriate duties as required. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum of 4 years experience in a technical support and/or customer service role * Minimum of 3 years business/data analytics experience * Minimum of 1 years experience in a technical or business Salesforce-related role or Salesforce Certification *Additional Qualifications* * Experience in financial services with solid understanding of relationship management and/or credit underwriting * Strong interpersonal, verbal, and written communication skills * Strong project management skills *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for performing more complex analysis and modeling to minimize loss exposure and negative impacts to the customer experience. Key responsibilities include utilizing a variety of systems such as Excel, SAS, SQL, Tableau, and other relational data bases to provide analytical support on strategies, ensure goals are met, and propose policy and procedural changes within segmentation structures to produce optimal results. Job expectations include evaluating data to assess potential fraud risk and create mitigation strategies. The First Party Fraud Strategies team is seeking an analytically driven and intellectually curious Analyst to support fraud mitigation efforts across our Small Business product portfolio, including Card and Line of Credit. In this role, you will work with large datasets to identify emerging fraud patterns, develop and monitor account management strategies, and partner with our Operation, Product, and Technology teams to help reduce fraud losses through data-driven decision-making. Responsibilities: Recommends ways to help the business achieve desired outcomes and make informed business decisions using data analysis outputs Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance Leads coordination of the production of product performance reports and updates for senior management Required Qualifications: Proven analytical ability as demonstrated through 2+ years related professional work experience 2+ years of experience using database software and analytical/reporting tools, such as SAS, SQL, DB2 to access large relational databases Bachelor's degree in mathematics, statistics, computer science, engineering, economics, finance, or a related quantitative discipline Strong working knowledge of the process and tools used for development, validation, implementation and documentation of credit risk and/or marketing business strategies and scoring toolkits Excellent presentation, communication, and organizational skills A passion for learning and using data to derive trends, detect risks, and execute strategy projects Demonstrates a strong understanding of credit risk strategies, financial drivers, and credit operations with proven problem-solving skills Proficient in MS Office applications (Excel, PowerPoint, and Word) Must be decisive and client focused Must be a team player, creative, strategic, and be a thoughtful risk-taker Effective project management and organizational skills; ability to collaborate, manage, and expand relationships across the organization and with all levels of management Desired Qualifications: Master's degree preferred. Previous Credit experience and knowledge of Credit policies and procedures is desirable Previous experience in developing credit risk strategies or models preferred Analytic work experience in support of consumer or small business lending involving the use of credit bureau information Skills: Business Analytics Business Intelligence Data Quality Management Fraud Management Monitoring, Surveillance, and Testing Collaboration Data Visualization Oral Communications Problem Solving Written Communications Analytical Thinking Critical Thinking Data and Trend Analysis Innovative Thinking Research Shift: 1st shift (United States of America) Hours Per Week: 40

This Senior Payments Technology Business Systems Consultant role is dedicated to leading enterprise transformation initiatives, with a core focus on delivering measurable business outcomes. The position is responsible for designing and executing large scale transformation programs leveraging modern technology, agile methodologies, and robust governance whilst ensuring strategic communications support the adoption and success of transformational change. In this role you will * Lead the delivery execution office for the Payments Transformation program, ensuring the program is outcome driven and aligned with organizational objectives * Oversee the establishment and governance of the program management office (PMO) with a strong emphasis on the transformation delivery agile practices and continuous improvement * Provide JIRA governance ad execution oversight, ensuring best practices, automation, compliance and tool optimization and embedded across the complete program * Build and lead global cross functional teams to delivery transformational change fostering a culture of accountability and innovation * Develop, plan, and execute comprehensive communications strategies to support transformation delivery, ensuring stakeholder alignment, transparency and engagement at all levels * Facilitate strategic planning and prioritization of transformation roadmaps, managing interdependencies and ensuring delivery against defined milestones and outcomes * Oversee large scale technology and process modernization efforts including system replacements, integrations, and data migrations, with a focus on realizing business value * Deliver executive level reporting and data driven updates, highlighting progress toward transformation outcomes and proactively addressing risks and issues * Advise senior leadership on IT delivery methodology, governance process improvements, and change management strategies to accelerate transformation and maximize impact Required Qualifications: * 7+ years of experience leading organizational transformation, program and portfolio management and business process optimization, with a proven record of delivering against outcomes * 7+ years of hands-on JIRA, SharePoint and Confluence administration experience, including governance, automation, and compliance outsight in transformation environments Desired Qualifications: * Demonstrated success in managing global IT enabled transformation initiatives and complex programs to achieve measurable business results * Deep demonstrable experience in agile and waterfall methodologies and strategic planning * Demonstrable experience in communications strategy planning and execution to support and drive stakeholder engagement * Experience with key governance and software delivery and agile delivery tools such as JIRA, Confluence, SharePoint and MS Office * Proven ability to build and lead global teams, drive operational efficiency and consistently deliver results within budget and on time * Advanced degree (MBA preferred) in business, finance, engineering or related fields Job Expectations: * This role is not available for sponsorship * Hybrid work schedule: 3 days in-office per week * Ability to interact with third-party vendors and technology service providers * Lead resolution of complex challenges requiring innovation, strategic thinking, and cross-functional collaboration Locations: 106393-IL-10 S Wacker, Chicago 300 S Brevard St., Charlotte, NC 28202 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $139,000.00 - $239,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 24 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking a Payments Lead Technology Business Systems Consultant to join the Global Payments & Liquidity Treasury Technology organization. In this role, you will play a key part in driving the delivery of critical technology initiatives, partnering closely with business and technology stakeholders to translate complex requirements into scalable, high‑impact solutions. Learn more about Wells Fargo career areas and lines of business at **wellsfargojobs.com** . **In this role, you will:** + Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams + Act as a key participant in providing strategic business solutions to companywide technology initiatives + Evaluate highly complex business problems; act as a Payments Domain Subject Matter Expert and a Thought Leader in developing innovating solutions to advance business and technical capabilities + Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements + Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions + Lead project or systems documentation, and monitor and manage project schedules and deliverables + Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems + Ensure communication and information flow between business and technology teams **Required Qualifications:** + 5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 5+ years of experience in technical and business analysis, with a strong focus on payments initiatives; experience in the financial services industry is highly desirable + 2+ years of Cloud-native technologies and experience with cloud platforms (e.g., AWS, Azure, Google Cloud) + 3+ years of the payments domain, including payments processing lifecycle, payments rails, and industry standards such as ISO 20022 **Desired Qualifications:** + Strong analytical and problem-solving skills, with the ability to analyze complex data. Experience applying AI for data analysis is a strong plus + Excellent verbal and written communication skills, with the ability to articulate complex concepts to diverse audiences and prepare clear and concise documentation + Proven ability to work effectively in cross-functional teams, build relationships with stakeholders, and drive consensus on solutions + Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and requirements **Location:** 300 S Brevard Street, Charlotte, NC 28202 Metro Park, 194 Wood Avenue South, Iselin, New Jersey 08830 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $224,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 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. 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. **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. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514290

This Senior Payments Technology Business Systems Consultant role is dedicated to leading enterprise transformation initiatives, with a core focus on delivering measurable business outcomes. The position is responsible for designing and executing large scale transformation programs leveraging modern technology, agile methodologies, and robust governance whilst ensuring strategic communications support the adoption and success of transformational change. In this role you will + Lead the delivery execution office for the Payments Transformation program, ensuring the program is outcome driven and aligned with organizational objectives + Oversee the establishment and governance of the program management office (PMO) with a strong emphasis on the transformation delivery agile practices and continuous improvement + Provide JIRA governance ad execution oversight, ensuring best practices, automation, compliance and tool optimization and embedded across the complete program + Build and lead global cross functional teams to delivery transformational change fostering a culture of accountability and innovation + Develop, plan, and execute comprehensive communications strategies to support transformation delivery, ensuring stakeholder alignment, transparency and engagement at all levels + Facilitate strategic planning and prioritization of transformation roadmaps, managing interdependencies and ensuring delivery against defined milestones and outcomes + Oversee large scale technology and process modernization efforts including system replacements, integrations, and data migrations, with a focus on realizing business value + Deliver executive level reporting and data driven updates, highlighting progress toward transformation outcomes and proactively addressing risks and issues + Advise senior leadership on IT delivery methodology, governance process improvements, and change management strategies to accelerate transformation and maximize impact **Required Qualifications:** + 7+ years of experience leading organizational transformation, program and portfolio management and business process optimization, with a proven record of delivering against outcomes + 7+ years of hands-on JIRA, SharePoint and Confluence administration experience, including governance, automation, and compliance outsight in transformation environments **Desired Qualifications:** + Demonstrated success in managing global IT enabled transformation initiatives and complex programs to achieve measurable business results + Deep demonstrable experience in agile and waterfall methodologies and strategic planning + Demonstrable experience in communications strategy planning and execution to support and drive stakeholder engagement + Experience with key governance and software delivery and agile delivery tools such as JIRA, Confluence, SharePoint and MS Office + Proven ability to build and lead global teams, drive operational efficiency and consistently deliver results within budget and on time + Advanced degree (MBA preferred) in business, finance, engineering or related fields **Job Expectations:** + This role is not available for sponsorship + Hybrid work schedule: 3 days in-office per week + Ability to interact with third-party vendors and technology service providers + Lead resolution of complex challenges requiring innovation, strategic thinking, and cross-functional collaboration **Locations:** 106393-IL-10 S Wacker, Chicago 300 S Brevard St., Charlotte, NC 28202 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs). $139,000.00 - $239,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 24 Jan 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. 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. **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. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514268

About this role: Wells Fargo is seeking a Payments Lead Technology Business Systems Consultant to join the Global Payments & Liquidity Treasury Technology organization. In this role, you will play a key part in driving the delivery of critical technology initiatives, partnering closely with business and technology stakeholders to translate complex requirements into scalable, high‑impact solutions. Learn more about Wells Fargo career areas and lines of business at wellsfargojobs.com. In this role, you will: * Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams * Act as a key participant in providing strategic business solutions to companywide technology initiatives * Evaluate highly complex business problems; act as a Payments Domain Subject Matter Expert and a Thought Leader in developing innovating solutions to advance business and technical capabilities * Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements * Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions * Lead project or systems documentation, and monitor and manage project schedules and deliverables * Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems * Ensure communication and information flow between business and technology teams Required Qualifications: * 5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 5+ years of experience in technical and business analysis, with a strong focus on payments initiatives; experience in the financial services industry is highly desirable * 2+ years of Cloud-native technologies and experience with cloud platforms (e.g., AWS, Azure, Google Cloud) * 3+ years of the payments domain, including payments processing lifecycle, payments rails, and industry standards such as ISO 20022 Desired Qualifications: * Strong analytical and problem-solving skills, with the ability to analyze complex data. Experience applying AI for data analysis is a strong plus * Excellent verbal and written communication skills, with the ability to articulate complex concepts to diverse audiences and prepare clear and concise documentation * Proven ability to work effectively in cross-functional teams, build relationships with stakeholders, and drive consensus on solutions * Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and requirements Location: 300 S Brevard Street, Charlotte, NC 28202 Metro Park, 194 Wood Avenue South, Iselin, New Jersey 08830 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Title: Lead Technology Business Systems Consultant Duration: 12 months Work Engagement: W2 Work Schedule: 3 days in office/2 days remote Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits Summary: The Lead Technology Business Systems Consultant will play a pivotal role in the Commercial Banking Data and Transformation Loan Delivery organization, supporting the Credit Execution Product team. This role is responsible for managing and enhancing origination and portfolio management applications, as well as data and workflow solutions across the full lending lifecycle. Responsibilities: * Conducting advanced data profiling and reconciliation of large datasets using SQL and backend systems (not limited to basic Excel extracts). * Translating complex data findings into actionable requirements and user stories for product owners and business analysts. * Leading backend testing to identify, diagnose, and communicate the severity and impact of technical issues, ensuring proper prioritization and resolution. * Providing production support by investigating issues Qualifications: * Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship. * Advanced SQL query writing * Agile (Scrum) * JIRA and Confluence * Production Support * ERP experience (preferred) * Experience with working with customer financial statements and balance sheets (preferred) * Experience with nCino or Salesforce (preferred)

**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **About this role:** Wells Fargo is seeking a Senior Business Execution Consultant to join the Business Solutions and Enablement (BSE) group as part of Corporate & Investment Banking (CIB). This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com. **In this role, you will:** + Support the development of plans to drive forward implementation, including the identification of key risks and dependencies + Drive the definition of scope and business requirements and complete related analyses + Define and managing the end-to-end integration / testing approach to ensure solutions are fully implemented and issues are resolved + Build partnerships across the organization, forming strong relationships with core teams (including risk modeling quants, market risk oversight, risk technology, among others) to drive execution + Establish status tracking and other program materials into a management friendly, digestible form for broader awareness and escalation + Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives + Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations + Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business + Work independently to make recommendations for support function by providing support and leadership + Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience + Collaborate and consult with team leaders in developing project plans, policies and procedures + Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners **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:** + 4+ years of financial services industry or investment banking experience + Knowledge and understanding of risk management + Knowledge and understanding of quantitative analysis and modeling of financial products + Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups, and executing on enterprise-wide projects + Excellent verbal, written, and interpersonal communication skills + Experience in problem analysis, solution implementation, and change management + Ability to influence executive decision-making and successfully negotiate critical issue resolution related to program initiatives + Ability to identify and articulate issues, risks, and proposed solutions to various levels of staff and management + Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment + Advanced proficiency with Microsoft Office (Excel, Word, Outlook, and PowerPoint) **Job Expectations:** + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** Charlotte, NC: 550 S Tryon New York, NY: 150 E 42nd Street **Pay Ranges:** Charlotte, NC: $87K - $140K New York, NY: $104K - $168K **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 29 Jan 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. 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. **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. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-515542

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Senior Business Execution Consultant to join the Business Solutions and Enablement (BSE) group as part of Corporate & Investment Banking (CIB). This role is hybrid with some in office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Support the development of plans to drive forward implementation, including the identification of key risks and dependencies * Drive the definition of scope and business requirements and complete related analyses * Define and managing the end-to-end integration / testing approach to ensure solutions are fully implemented and issues are resolved * Build partnerships across the organization, forming strong relationships with core teams (including risk modeling quants, market risk oversight, risk technology, among others) to drive execution * Establish status tracking and other program materials into a management friendly, digestible form for broader awareness and escalation * Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business * Work independently to make recommendations for support function by providing support and leadership * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners 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: * 4+ years of financial services industry or investment banking experience * Knowledge and understanding of risk management * Knowledge and understanding of quantitative analysis and modeling of financial products * Experience consulting with internal clients, partnering with cross functional teams and multiple stakeholder groups, and executing on enterprise-wide projects * Excellent verbal, written, and interpersonal communication skills * Experience in problem analysis, solution implementation, and change management * Ability to influence executive decision-making and successfully negotiate critical issue resolution related to program initiatives * Ability to identify and articulate issues, risks, and proposed solutions to various levels of staff and management * Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment * Advanced proficiency with Microsoft Office (Excel, Word, Outlook, and PowerPoint) Job Expectations: * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: Charlotte, NC: 550 S Tryon New York, NY: 150 E 42nd Street Pay Ranges: Charlotte, NC: $87K - $140K New York, NY: $104K - $168K Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources Business Partner team. This role collaborates with HR Business Partners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives. The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications. In this role, you will: * Support the delivery and execution of HR initiatives * Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders * Assist in operationalizing cyclical HR activities and implementing business initiatives * Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data * Develop business communications, change management materials, and reporting to support HR initiatives. * Participate in the HR business execution community to share best practices and support HRBP leaders. * Collaborate with People Analytics to support business needs around data and reporting. 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 in Human Resources, preferably supporting or partnering with HR Business Partners. * Strong knowledge of HR tools, processes, workflows, and people data. * Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations. * Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership. * Strong written and verbal communication skills; proactive and confident communicator with executive presence. * Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment. * Ability to collaborate and influence across stakeholder teams. * Experience working with sensitive data sets and maintaining confidentiality. * Familiarity with HR disciplines and the HR Center of Excellence (COE) model. * Strong HR reporting, dashboard creation, data analysis and visualization skills. * Understanding of AI, machine learning, and emerging HR technologies. Job Expectations: * Hybrid work schedule * Relocation assistance is not available * Visa sponsorship is not available Location: * Charlotte, NC * Phoenix, AZ * Irving, TX * San Antonio, TX * Des Moines, IA * Minneapolis, MN #HRJobs Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: * Organize and execute assigned business projects aligned to our strategic direction * Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations * Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines * Meeting with key stakeholders when needed to perform initial assessment of problematic situations * Formulate recommendations and solutions with attention to resource effectiveness and efficiency * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives * Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics * Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements * Utilize independent judgment to guide moderate risk deliverables * Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business * Collaborate and consult with leaders and executive management * Provide work direction to less experienced Strategy and Execution 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: * Brokerage or wealth management experience * Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation * Knowledge of Wells Fargo Wealth & Investment Management line of business * Management Consulting experience * Ability to consult, build, and maintain solid working relationships in and outside of immediate department * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills * Good attention to detail and accuracy skills * Strong organizational, multi-tasking, and prioritizing skills * Strong written and verbal communication skills * Excellent Analytical abilities * Bachelor's degree in Business, Management, or related fields * CFA, CFP and other related financial industry designations Job Expectations: * Ability to travel up to 10% of the time. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is not eligible for Visa sponsorship. Posting Locations: * 2801 Market Street - St. Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 * 550 S. 4th Street - Minneapolis, MN 55415 * Required locations listed above. Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Senior Business Execution Consultant as part of the Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting the strategy, defining, and delivering product roadmaps that support the larger WIM organization and WIM Operations. Learn more about our career areas and lines of business at wellsfargojobs.com. The Senior Business Execution Consultant will be directly involved in key impact items such as risk mitigation, efficiency and customer experience. The Senior Business Execution Consultant will also drive product strategy including development, implementation and change management of business initiatives and programs that align to the WIM Operations goals and priorities. In this role, you will: Drive the definition, planning and execution of product roadmaps in support of one or more operations functions or business groups and contribute to large scale strategic initiatives Practice Agile framework, methodology and tools for planning, execution and delivery of product roadmaps. Use of JIRA as the primary tool for managing this work Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned products Collaborate with technology as well as business operations partners to plan and execute product capabilities in support of critical business goals Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution Work independently to make recommendations related to Product scope Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience Collaborate and consult with team leaders in developing project plans, policies and procedures Assist in fulfilling product owner responsibilities such as creating Features/Stories, backlog management, prioritization, sprint planning, impact assessment / change management, plan UAT / training Participate in quarterly planning (BRP) for the prioritized scope of work 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: 4+ years of Product Management and/or Business Analytics Consulting experience 2+ years of experience working in an Agile environment Understanding of the WIM Trust business, related processes and applications Demonstrated experience utilizing Agile tools used for tracking user stories or backlogs, such as Jira Ability to interpret data into meaningful insights and strategies and independently develop strategic recommendations based on relevant data Demonstrated ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes Strong ability articulating issues, risks, and proposed solutions to various levels of staff and management Prior experience preparing reporting, metrics and presentation materials for various levels of leadership Excellent verbal, written and interpersonal communication skills Excellent organizational, multi-tasking, and prioritizing skills Project Management Professional (PMP) or Agile Certification Job Expectations: Ability to work a hybrid schedule Willingness to work on-site at stated location on the job opening This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Jan 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. 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. 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. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. **In this role, you will:** + Organize and execute assigned business projects aligned to our strategic direction + Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations + Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines + Meeting with key stakeholders when needed to perform initial assessment of problematic situations + Formulate recommendations and solutions with attention to resource effectiveness and efficiency + Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives + Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics + Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements + Utilize independent judgment to guide moderate risk deliverables + Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business + Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business + Collaborate and consult with leaders and executive management + Provide work direction to less experienced Strategy and Execution **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:** + Brokerage or wealth management experience + Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation + Knowledge of Wells Fargo Wealth & Investment Management line of business + Management Consulting experience + Ability to consult, build, and maintain solid working relationships in and outside of immediate department + Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills + Good attention to detail and accuracy skills + Strong organizational, multi-tasking, and prioritizing skills + Strong written and verbal communication skills + Excellent Analytical abilities + Bachelor's degree in Business, Management, or related fields + CFA, CFP and other related financial industry designations **Job Expectations:** + Ability to travel up to 10% of the time. + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. **Posting Locations:** + 2801 Market Street - St. Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 + 550 S. 4th Street - Minneapolis, MN 55415 + Required locations listed above. Relocation assistance is not available for this position **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 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. 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. **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. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514527