Strategy Consultant jobs at Wells Fargo - 1734 jobs

A leading educational organization is seeking a Vice President of Education and Training to oversee and develop comprehensive training programs. The ideal candidate will have extensive experience in the pharmaceutical sector, strong leadership skills, and a proven record in educational program development. Responsibilities include managing budgets, ensuring high-quality course offerings, and mentoring staff. This position will require domestic and international travel as needed. #J-18808-Ljbffr

A leading global investment firm is seeking a Vice President for Retirement Marketing in Chicago, specializing in developing strategies to support business growth. The ideal candidate will have over 10 years of experience in retirement marketing with a strong track record and the ability to engage effectively across various stakeholders. This role offers a competitive salary range of $110,000-$230,000, along with discretionary bonuses and comprehensive benefits. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to manage and enhance client relationships. This role requires over six years in Private Banking or Financial Services and the need for Series 7, 66, and Insurance licenses. Key responsibilities include advising clients on wealth management and generating new business through targeted relationships. Candidates should demonstrate strong sales success and a deep understanding of financial products. The position offers a chance to join a collaborative team in a fast-paced environment. #J-18808-Ljbffr

A leading financial services institution is looking for a Private Banker to join their U.S. Private Bank team in Summit, New Jersey. The ideal candidate will have over seven years of experience in financial services and possess strong skills in client relationship management and investment strategies. This role requires a bachelor's degree and relevant licenses, focusing on providing exceptional service and generating new business. The candidate will work collaboratively within a dynamic team to meet diverse client needs. #J-18808-Ljbffr

A leading technology firm in California is seeking a Director of Engineering for Strategy Applications. The role involves managing high-performing technical teams and operationalizing outputs from research to power trading engines. Candidates should have a computer science degree, extensive experience in software engineering, and a proven history of managing large teams. This position offers a competitive salary, robust benefits, and opportunities for innovation within the finance sector. #J-18808-Ljbffr

A leading global financial services firm is seeking a Vice President for its Treasury P&A team in New York. This role involves managing crucial financial activities, including the delivery of P&A cycles, monitoring balance sheet usage, and engaging with senior management for strategic decision-making. The ideal candidate has over 7 years of experience in financial planning within the banking industry and possesses strong analytical and communication skills. Proficiency in tools such as Excel, Alteryx, and Tableau is also required. This position is not eligible for sponsorships. #J-18808-Ljbffr

A leading global financial services firm is seeking a Vice President for its Central Planning & Analysis Team in New York. This role involves owning core planning and analysis activities, collaborating with key stakeholders, and supporting the digital transformation agenda. The ideal candidate will have over 10 years of experience in finance and exceptional leadership skills. Opportunities for strategic influence and senior management interaction abound in this dynamic position. #J-18808-Ljbffr

A leading financial institution is seeking a Cybersecurity Intelligence Vice President to lead cybersecurity strategies and safeguard digital assets. This role requires 5+ years in cybersecurity, focusing on threat intelligence. Responsibilities include implementing threat intelligence strategies, developing threat-hunting queries, and enhancing threat detection capabilities. Ideal candidates should have expertise in scripting languages and SIEM tools, with relevant certifications preferred. Join the team to significantly impact operations and security posture. #J-18808-Ljbffr

A global financial services firm located in Washington, DC, is seeking a Cybersecurity Intelligence Vice President. This pivotal role involves shaping cybersecurity strategies and safeguarding digital assets against evolving threats. You will implement proactive strategies, lead threat detection efforts, and collaborate with diverse teams. The ideal candidate has over 5 years of experience in cybersecurity, focusing on threat intelligence and advanced data analysis. Relevant certifications are preferred. Join us to enhance our security posture and protect vital assets. #J-18808-Ljbffr

A leading investment management firm is seeking an Investment Director to raise capital from institutional investors. The ideal candidate will have a proven track record in asset raising within fixed income and index strategies, along with extensive relationship-building skills. Responsibilities include cultivating client relationships and collaborating with teams to enhance AUM growth. Candidates should possess strong communication skills and be able to navigate the institutional investment landscape effectively. Competitive salary offered with a broad benefits package. #J-18808-Ljbffr

A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package. #J-18808-Ljbffr

A leading asset management firm based in Boston seeks a Product Director to own the vision and strategy of the Terra Point product. This role blends strategic leadership with hands-on product management, focusing on driving marketplace growth and customer adoption. Ideal candidates have over 10 years in product management with strong leadership skills and insights into market dynamics. The position offers comprehensive benefits, including competitive salary, a bonus plan, and time off benefits. #J-18808-Ljbffr

A leading financial institution is seeking an experienced Private Banker to manage and advise clients on wealth building and preservation. The ideal candidate will have over six years in Private Banking or Financial Services and a strong focus on client experience. Responsibilities include client relationship management, new asset generation, and advising on all aspects of clients' balance sheets. Candidates should have a Bachelor's Degree and necessary licenses, with opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

A leading financial services firm is looking for a Product Delivery Manager in Chicago to enhance product delivery processes and improve customer experiences. The ideal candidate will have over 5 years of experience in product delivery, expertise in JIRA, and strong operational management skills. Responsibilities include managing product delivery, leading stakeholder meetings, and ensuring compliance with risk regulations. This is a great opportunity to work in a dynamic team at the forefront of innovation. #J-18808-Ljbffr

A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth. #J-18808-Ljbffr

A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off. #J-18808-Ljbffr

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

A leading financial institution in Chicago is seeking a Director of Deposits to lead the strategy, development, and management of deposit products. The role requires over 10 years of experience in deposit product management, capable of managing cross-functional teams and understanding compliance and regulatory guidelines. This position offers a competitive salary and the opportunity for bonus incentives. Candidates will thrive in a culture that values community engagement. #J-18808-Ljbffr

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.