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

  • Business Systems Consultant - API (Remote)

    First Citizens Bank 4.8company rating

    Business systems senior analyst job at First Citizens Bank

    This is a remote role that may be hired in several markets across the United States. This position provides consultative technical expertise for middleware and integration solutions within the Bank. This individual will play a critical role in driving stakeholder alignment, accelerating momentum across cross-functional teams, and supporting the development of common practices and governance frameworks that enable application teams to focus on delivery. Responsibilities Stakeholder Engagement & Momentum Building * Act as a catalyst for progress by fostering alignment across business, technology, and architecture teams. * Drive traction on enterprise initiatives by facilitating workshops, clarifying priorities, and removing blockers. * Translate complex architectural goals into digestible, actionable plans for diverse stakeholder groups. Enterprise Middleware and Integrations * Partner with product owners, developers, architects and cross-functional teams to identify, understand and business capability needs and associated roadmap * Support the rollout of middleware solutions and platforms/tools, ensuring alignment with enterprise architecture principles in support of business capability needs. Enterprise Architecture Alignment * Collaborate with enterprise architecture leadership to implement common practices and governance models. * Ensure business systems analysis efforts and associated solutions are aligned with the enterprise's Target Operating Models (TOMs) and strategic goals. Requirements Gathering & Analysis * Elicit, document, and validate business and technical requirements for middleware-related initiatives and broader architectural efforts. * Analyze current-state systems and processes to identify gaps, inefficiencies, and opportunities for improvement. Documentation & Communication * Create clear, concise documentation including process flows, use cases, data mapping and business requirements. * Communicate effectively with technical and non-technical audiences to ensure shared understanding and buy-in. Qualifications Bachelor's Degree and 10 years of experience in Information Technology OR High School Diploma or GED and 14 years of experience in Information Technology Preferred qualifications: * Demonstrated technical acumen with prior hands-on experience as a developer/Senior Analyst, enabling effective navigation of technical requirements and conversations. * Strong understanding of middleware technologies (e.g., API platforms, messaging tools, API gateways) and associate integration patterns. * Proven ability to drive stakeholder engagement and build momentum in complex, matrixed organizations. * Strong understanding of enterprise architecture principles and frameworks. * Exceptional communication and facilitation skills-able to translate technical concepts for non-technical audiences. * Experience supporting large-scale transformation initiatives is a plus. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. If hired in North Carolina, the base pay for this position is generally between $137,640 and $180,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. This job posting has been extended until January 23, 2026. #LI-JM1 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 ****************************************
    $137.6k-180k yearly 26d ago
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  • Sr Business Planning & Support Consultant

    First Citizens Bank 4.8company rating

    Business systems senior analyst job at First Citizens Bank

    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 ****************************************
    $101k-124k yearly est. 26d ago
  • Business Systems Analyst II

    City National Bank 4.9company rating

    Charlotte, NC jobs

    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.
    $34.6-55.2 hourly 43d ago
  • Business Systems Analyst II

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    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.
    $34.6-55.2 hourly 60d+ ago
  • Business Unit Data Analyst

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    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.
    $87k-139k yearly 7d ago
  • nCino Business Analyst Senior

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    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.
    $92.1k-156.9k yearly 1d ago
  • Cons Prod Strat Analyst III - Small Business Credit Strategy

    Bank of America 4.7company rating

    Charlotte, NC jobs

    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
    $63k-100k yearly est. Auto-Apply 60d+ ago
  • Senior Technology Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. **About this role:** Wells Fargo is seeking a Senior Technology Business Systems Consultant in the Contact Center as a Service (CCaaS) Agent Controls product team for the Customer Interaction Workspace (CIW) softphone. This team supports the Call Center Modernization initiative to migrate the new softphone through the enterprise. As part of this effort this role will be tasked with identifying and analyze business needs, conduct requirement gathering, and define scope and objectives for companywide / business systems integrated with the technology development and infrastructure, perform user acceptance testing and partner with training /deployment and command centers to support smooth adoption in releases of the product. **In this role, you will:** + Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems + Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements + Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems + Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions + Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes + Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables + Coordinate communication and information flow between business and technology teams **Required Qualifications:** + 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of Product Management experience. + 2+ years of Agile experience + 1+ years of Call Routing Platform experience **Desired Qualifications:** + 2+ years of financial industry experience + 2+ years of experience delivering complex enterprise-wide information technology solutions + Experience with Contact Center Applications such as IVR, Routing and associated systems and platforms used to drive intelligent self-service + Previously working in Product organizations + Experience with writing user stories, Features and EPICs + Working on large and complex applications with multiple stakeholders + Experience working in a dynamic agile environment, supporting applications with multiple dependencies + Leading and conceptualizing a solution for a problem statement + Experience working on Digital products in close integration with other channels (Voice Channel) + Understanding of IVR/IVA and call routing platforms and softphone (UI), including the ability to maintain and configure customer experiences **Job Expectations:** + Position offers a hybrid work schedule + This position is not eligible for Visa sponsorship + Relocation assistance is not available for this position **Locations:** + 401 S Tryon St. - CHARLOTTE, North Carolina 28202-1675 + 800 S Jordan Creek Pkwy. - West Des Moines, Iowa 50266 + 5950 Rice Creek Pkwy. - SHOREVIEW, Minnesota 55126 + 2800 S Price Rd. - CHANDLER, Arizona 85286 **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:** 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-512095
    $87k-154k yearly 5d ago
  • Lead Payments Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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.
    $73k-103k yearly est. 10d ago
  • Lead Payments Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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.
    $73k-103k yearly est. 10d ago
  • Lead Technology Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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)
    $73k-103k yearly est. 8d ago
  • Lead Payments Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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
    $73k-103k yearly est. 9d ago
  • Lead Payments Business Systems Consultant

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **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
    $73k-103k yearly est. 9d ago
  • CIB Senior Business Execution Consultant - Strategic Risk

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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.
    $104k-168k yearly 7d ago
  • CIB Senior Business Execution Consultant - Strategic Risk

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **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
    $104k-168k yearly 6d ago
  • Senior Business Execution Consultant - Human Resources

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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.
    $87k-154k yearly 2d ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    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.
    $87k-154k yearly 3d ago
  • Senior Business Execution Consultant - WIM Operations Product

    Wells Fargo Bank 4.6company rating

    Charlotte, NC jobs

    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.
    $87k-154k yearly 4d ago
  • Senior Business Execution Consultant - Investment Solutions

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **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
    $87k-154k yearly 9d ago
  • Sr Business Continuity Consultant

    Bank of America 4.7company rating

    Charlotte, NC jobs

    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 promoting business continuity, crisis management, and/or operational resilience and facilitating cross-functional collaboration and decision making related to business continuity initiatives and ongoing process activities. Key responsibilities include working with teams to facilitate and execute deliverables related to business continuity planning, testing, incident management, progress reporting, and audit/regulatory issues. Job expectations include providing business continuity subject matter expertise and/or crisis management support. Acts as a lead contributor or project manager to execute the scope of initiatives and processes through continuity planning, testing, supplier assessments, enterprise risk transparency, and response management. Collaborates with stakeholders to ensure business continuity, crisis management and/or disaster recovery plans adhere to policies, standards and/or procedures Supports deliverables related to audit and regulatory inquiries Provides subject matter consulting related to business continuity, crisis management, and disaster recovery programs. Surfaces issues affecting recoverability and ensures resolution Role Description: This position will focus on Consumer Business Continuity and be responsible for strategic focus on events that impact multiple business organizations. Manage procedures and readiness materials for Business Continuity, including Lessons Learned. Continuous improvement of major crisis events playbooks such as Government Shutdown, Cyber Events, and Employee Unavailability. Collaborate with Single Process Inventory (SPI) process owners and delegates. Identify opportunities for improved effectiveness across Business Continuity. Respond to major events and coordinate the response to return the business to normal operations leveraging the Business Continuity Plans and Response Playbooks. Ability to manage self-identified Issues and deliver requirements on time or ahead of schedule. Manage multiple events and/or projects simultaneously Partner with multiple organizations across the enterprise to drive resolution to business disruptions Develop processes to ensure preparedness to events Ensures collaboration and partnership with all partners Position requires rotating on-call coverage including nights/weekends Required Qualifications: Experience with developing and implementing initiatives Strong risk awareness, including operational, compliance and reputational risk Work independently and as part of a team to achieve objectives Strategic thinker with problem-solving skills Excellent written and verbal communication skills Experience with SPI/POP Contribute to create a positive team culture within a diverse workforce Strong understanding of Consumer & Small Business, and how the organization works together Demonstrated ability to work in a fast-paced environment; often with a high degree of ambiguity and prioritizing multiple tasks Desired Qualifications: College Degree or 5+ years of relevant work experience 2-5 years of business continuity, project management, or business control experience Familiarity with the Client Assistance Program Skills: Attention to Detail Continuous Improvement Issue Management Process Simplification Written Communications Adaptability Collaboration Critical Thinking Presentation Skills Prioritization Advisory Business Continuity Management Consulting Crisis Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1500 American Blvd - Hopewell Bldg 5 (NJ2150), US - NJ - Upper Montclair - 560 Valley Rd (NJ6280), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range$115,000.00 - $126,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $115k-126.8k yearly Auto-Apply 14d ago

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