Senior Consultant, Consulting Services jobs at Wipfli - 328 jobs

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

NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: McLeantime type: Full timeposted on: Posted Todayjob requisition id: JR116870We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## The NetSuite Consulting Manager is a key leadership role responsible for overseeing end-to-end NetSuite implementation projects, managing delivery teams, and ensuring client success through strategic oversight, solution design, and operational excellence. This role combines project leadership, team development, client relationship management, and technical solution design with a strong focus on quality and continuous improvement. The Consulting Manager also supports business development efforts and drives innovation across the practice.## ## **Key Responsibilities:**## ## **Project Leadership & Delivery*** ## Lead full-cycle NetSuite implementation projects, ensuring scope, schedule, and budget adherence.* ## Oversee project planning, resource allocation, and delivery execution across multiple engagements.* ## Manage project risks, issues, and dependencies proactively to ensure successful outcomes.* ## Serve as the primary escalation point for project teams and clients.* ## Drive project leadership initiatives, including SuiteBilling and ZoneBilling implementations.## ## **Solution Design & Technical Leadership*** ## Design and implement NetSuite solutions for accounting, revenue management, and complex billing processes.* ## Create high-level solution designs and resolve deployment challenges.* ## Analyze enterprise business processes and define future-state architectures.* ## Occasionally implement solutions hands-on while collaborating with senior consultants.## ## **Team Management & Development*** ## Supervise and mentor consultants, providing coaching and career development.* ## Foster a culture of collaboration, accountability, and continuous improvement.## ## **Client Relationship Management*** ## Build strong relationships with key stakeholders and act as a trusted advisor.* ## Ensure alignment with client business objectives and recommend best-fit NetSuite solutions.## ## **Business Development Support*** ## Partner with sales teams to scope opportunities, prepare proposals, and participate in presentations.* ## Support practice growth initiatives and develop new service offerings.## ## **Practice Operations & Continuous Improvement*** ## Monitor key metrics such as project profitability and client satisfaction.* ## Stay current on NetSuite product updates, SuiteApps, and industry trends.## ## **Required Qualifications:*** ## Bachelor's degree, preferably in Accounting or MIS.* ## 8+ years of ERP implementation experience (NetSuite preferred).* ## Strong understanding of accounting principles, revenue management, and billing processes.* ## Experience with SuiteBilling, ZoneBilling, and project leadership.* ## Excellent communication and stakeholder management skills.* ## NetSuite certifications or professional designations are a plus.## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr

Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* Strong understanding of Agile or Waterfall implementation methods* 5+ years deep understanding of business processes* Excellent Interpersonal and communication Skills* 5+ years' experience in accounting industry or project work that developed an understanding of accounting principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* Demonstrated initiative in researching and understanding the implications of emerging technology Specific Skills - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606 #J-18808-Ljbffr

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description 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. Qualifications 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 Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% 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 also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 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.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description Visa U.S.A. Inc., a Visa Inc. company, needs a Consulting Manager (multiple openings) in Ashburn, Virginia to Provide a range of consulting services to deliver solutions to Issuers, Acquirers, Merchants, Fintechs, among others, to address areas such as improving profitability, strategic growth, customer experience, digital payments and risk. Responsible for analyzing client's portfolio metrics, delivering and implementing projects, solutions and actionable insights. Execute projects including product development, program launch, customer acquisition, lifecycle optimization, retention, benchmark analysis, etc. 20% of domestic travel is required. Qualifications Basic Qualifications: Master's Degree in Business Administration, Data Analytics, Engineering or related field and 36 months of experience in the job offered or in a consultant or engineering-related occupation. Position requires experience in the following: Using financial indicators to measure business performance to achieve significant returns on investment; Steering results and strategy on a multitude of consulting projects simultaneously; Banking operations and/ or payment schemes, including products & services, business systems and processes, marketing initiatives and card issuance. P&L Modeling Project Management and implementation support in client environment Assessing and recommending automation of workflows to reduce operational latency Data Analytics and Visualization Financial Modeling and Forecasting Customer Experience and Journey Analytics Additional Information Worksite: Ashburn, Virginia This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs. Travel Requirements:20% of domestic travel is required 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 also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is from $130,811.00 to $190,400.00 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.

"I can be myself at work." You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. "I can influence my income." You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. "I can lead a full life." You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually. Territory: Texas (Dallas/San Antonio/ Austin and surrounding areas) "I am the person Capital Group is looking for." You have a degree in finance, economics, statistics, or a relevant field of study You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone) You preferably have experience managing your own sales territory where there was individual sales accountability You have a proven track record selling mutual funds, ETFs, and Retirement Plan products You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.) You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages You're well-versed in synthesizing information and presenting it in a distilled manner * You have the following licenses: Series 7 and 66 or 7, 63, and 65 Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. "I can apply in less than 4 minutes." You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. "I can learn more about Capital Group." At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

The Tax Senior, Core Tax Services is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers, and working with tax software applications to complete tax returns for review. In this role, the Tax Senior, Core Tax Services may be charged with supervising and reviewing the work of Core Tax Services Associates. Job Duties: * Tax Compliance * Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"). * Manages projects by planning the tax process and the procedures to be performed with quality; * Answers preparer questions, and coordinates engagement from onset by communicating expectations and procedures with preparers; * Conducts detailed reviews on all returns and appropriate review notes for preparers; raises potential tax issues; * Meets internal deadlines to match the client expectations for timely delivery of service; * Identifies book-to-tax differences. * Research * Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis. * Applies most Firm and professional standards for preparation of WTA and tax returns. * ASC 740 (FAS 109 and FIN 48) Tax Accruals * Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48. * Prepares provision workpapers and discusses with the appropriate team members; * Identify and discuss uncertain positions with team members; * Review & prepare footnote disclosures in compliance with 740-10-55. * Tax Consulting * Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes. * Identifies consulting opportunities to reduce client's tax liability; * Provides efficient and effective support for client consulting projects; * Gathers relevant information for controversy work, efficiently and effectively; * Documents all significant tax positions, clearly, correctly, and in accordance with Firm and office policies (by creating memorandums to the files - Tax issues Memos) and ensures that proper documentation is archived to GoFileRoom. * Strategy Development * Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * May be required to prepare studies of tax implications and offers clients alternative courses of action. * Other duties as required Supervisory Responsibilities: * May supervise and manage the day-to-day work assignments of Core Tax Services Associates * Provides verbal and written performance feedback to Core Tax Associates, as necessary * Acts as mentor to Core Tax Services Associates Qualifications, Knowledge, Skills and Abilities: Education: * Bachelors degree in Accounting, Finance, Economics or Statistics required OR Bachelor's degree in other focus area and CPA certification required * Masters in Accountancy or Taxation preferred Experience: * Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience preferred * Industry expertise in one or more tax specialty preferred * Prior basic supervisory experience preferred License/Certifications: * CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations) preferred * Possession of other professional degrees or certifications applicable to role preferred Software: * Proficient with the Microsoft Office Suite preferred * Experience with tax research databases and tax compliance process software preferred Language: * N/A Other Knowledge, Skills & Abilities: * Solid verbal and written communication skills * Able to follow instructions as directed by members of Tax Team * Able to prepare simple tax returns * Takes appropriate actions without being asked * Seeks advice of appropriate superiors regarding issues, problems related to compliance * Ability to effectively delegate work as needed * Trains other team members * Strong analytical, research and critical thinking skills * Able to work well in a team environment Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $84,000 - $110,000 Colorado Range: $80,000 - $85,000 Illinois Range: $80,000 - $93,000 Maryland Range: $90,000 - $94,000 Minnesota Range: $75,000 - $84,000 Massachusetts Range: $85,000 - $95,000 New Jersey Range: $82,000 - $112,000 NYC/Long Island/Westchester Range: $100,000 - $118,000 Washington Range: $81,900 - $91,400 Washington DC Range: $93,000 - $98,000

Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: How You'll Make an Impact: Working with multi-disciplinary teams to provide innovative risk solutions to clients in a variety of industries Collaborating with senior-level client personnel and Rehmann professionals to design new business processes and internal controls, project plans, working papers, and improvement recommendations Performing internal control assessments of management Interviewing clients, examining evidence documentation, analyzing and performing substantive testing of financial data Building relationships internally to foster a culture of teamwork and collaboration Providing a “wow” experience to every client Contributing to the success of our clients' organizations Developing staff associates and interns as they begin their careers in public accounting Making a difference in the communities where you live and work Your Desired Skills, Knowledge and Abilities: 3 - 5 years of relevant assurance experience in public accounting or industry CPA certification or progress towards the CPA exam SOX experience, a plus Excellent verbal and written communication skills Ability to manage multiple deadlines Outstanding client service and communication skills Desire to develop unique business solutions in a team-based environment Commitment to continuous learning and development Out-of-the box thinking and an entrepreneurial spirit A new perspective and new ideas allowing us to continuously improve Unwavering integrity in all situations We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team. If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you. Job Summary We are seeking an experienced and driven Senior Transaction Advisory Associate to join our Transaction Advisory Services (TAS) team. This role is ideal for professionals with a strong background in financial due diligence and a passion for helping clients navigate complex M&A transactions. You will lead key aspects of Quality of Earnings (QoE) engagements, mentor junior staff, and work directly with clients, private equity firms, and strategic buyers. Responsibilities Responsibilities: + Manage and conduct buy-side and sell-side QoE engagements, including planning, execution, and reporting. + Analyze financial statements and operational data to assess earnings quality, working capital, net debt, and other key deal metrics. + Identify and communicate financial risks, deal issues, and value drivers to clients and stakeholders. + Prepare and review detailed financial due diligence reports and executive presentations. + Oversee the setup and management of virtual data rooms and coordinate information requests with clients and target companies. + Collaborate with partners and directors on client strategy, engagement execution, and business development. + Mentor and supervise associates and interns, providing guidance and technical training. + Support valuation analysis, transaction structuring, and integration planning as needed. + Contribute to proposal development, pitch materials, and other marketing initiatives. + Stay informed on industry trends, accounting standards, and M&A market dynamics. Knowledge, Skills and Abilities Qualifications and Experience: + Bachelor's degree in Accounting, Finance, or related field + 2-5 years of experience in transaction advisory, financial due diligence, audit, or related field. + Strong financial modeling and analysis skills, with proficiency in Excel and financial databases. + Strong technical knowledge of U.S. GAAP and financial reporting. + Demonstrated ability to manage projects and deliver results within strict timelines. + Outstanding communication skills, both written and verbal, to effectively interact with clients and team members. + Proven problem-solving and critical-thinking abilities with a keen eye for detail. + Professional certifications such as CPA or CFA are desirable but not mandatory Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS Job ID 2025-6952 Category Financial Consulting Remote Yes

Landrum & Brown is a global aviation consulting firm with airports at the core of our DNA. We bring passion and creativity to solve the most complex global aviation challenges with the potential to enhance the world. Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. Job SummaryDo you thrive in a dynamic, fast-paced environment where your expertise drives meaningful impact? Landrum & Brown is seeking a Senior Aviation Business Consultant to play a key role in our expanding Airport Business & Finance consulting practice. Based in our Chicago, IL office, this is a unique opportunity to work on high-profile projects, collaborate with industry leaders, and make a lasting impact on the aviation sector. In this role, you will lead critical project initiatives, build and maintain strategic client relationships, and drive business growth-all while working alongside a team of dedicated professionals who are committed to innovation and excellence in aviation consulting. If you have a passion for aviation business strategy and a talent for identifying and fostering commercial opportunities, we invite you to join us in shaping the future of airports and air travel.Responsibilities & Qualifications What You'll Do: Prepare business analyses and lead tasks to support ongoing and future client assignments. Conduct aviation industry research as required to support clients and the firm. Maintain and develop internal firm proprietary databases. Prepare written reports, memorandums, and letters documenting analyses. Interact with L&B consulting staff and management at aviation clients to understand client needs and develop appropriate solutions and recommendations. Assist aviation clients in various business/commercial needs such as tenant lease negotiations, strategy and business deal development, and other advisory issues. Develop, maintain, and nurture both internal and external relationships. Establish trust and rapport by responding with urgency, integrity and pragmatism to client needs, while being cognizant of budget, scope, and other contract requirements. Support senior L&B staff and lead certain elements of proposal and marketing efforts. What You'll Bring: 6+ years of work experience in commercial/properties/financial functions at an airport, consulting firm, or other aviation company Bachelor's or Master's degree in aviation management, business, commercial development, or related fields Previous experience assisting with airport terminal concession contracts, airport rental car concession contracts, parking management contracts, airline use and lease agreements, fixed base operator contracts, and other aviation business contracts Previous experience in assisting with airport request for proposals and other procurement solicitations for airport business needs Exceptional critical thinking skills and ability to think through strategic issues and problem solve with limited direction Ability to manage numerous demanding tasks/projects under agreed upon deadlines Strong critical thinking and analytical skills applied in developing well-founded conclusions Strong written and verbal communication skills Strong analytical skills High level of proficiency with Microsoft Excel, PowerPoint, and Word. Proficiency in airport lease management software would be an asset. Additional Information Landrum & Brown is committed to pay equity. As part of that commitment, we have provided the base compensation range of $78,000 - $138,000 annually for this position and local market. We recognize that each candidate brings a unique set of skills, experience, education and competencies to the table that will be reflected in our offer. Landrum & Brown is proud to offer exciting career development opportunities. Our benefits offering includes: Medical, Dental and Vision Insurance Flexible Spending Account (FSA)/Health Savings Account (HSA) Life Insurance and Accidental Death and Dismemberment Insurance Short-Term and Long-Term Disability Voluntary Benefits such as Supplemental Life, Critical Illness and Hospital Indemnity Employee Assistance Program 401k with company matching Professional development programs #LI-Hybrid Landrum & Brown offers a comprehensive total rewards package. Our benefits may include extensive medical, disability and life insurance coverage, continuing education benefits, paid time off, employee assistance program and a retirement savings plan with company matching contributions. We encourage all candidates to explore our total rewards offering. Landrum & Brown is an equal opportunity employer, and we prohibit discrimination and harassment of any type as protected by federal, provincial, state or local laws. We celebrate diversity and are committed to creating an inclusive environment for all employees. The company and its employees are required to comply with all local health authority, legal or lawful client requirements.

Must Have Technical/Functional Skills In-depth understanding of Aerospace and Defense industry Knowledge of relevant industry standards and regulations Experience in Data Driven Analysis and Critical thinking Experience in Design Thinking, Continuous Improvement (LEAN, Six Sigma, etc), Process Consulting Knowledge of Production Strategy, Supply Chain Strategy in A&D industry Hands-on experience in Process Consulting in A&D Manufacturing (Planning, Scheduling Optimization, Execution, Quality, Product development, Life-cycle data and records management,Procurement, Inventory & Warehouse) Hands-on Implementation Experience in one of the areas in Advanced Manufacturing (Robotics, Automation, Digital Thread, Digital Twin, IoT) Hands on Implementation Experience in one of AI based solutions is preferred Solid Knowledge in other areas (Robotics, Automation, Digital Thread, Digital Twin, MBSE, IoT, Data) Knowhow of Enterprise Applications (PLM, MES, ERP) Roles & Responsibilities 15+ years experience in Aerospace and Defense industry 8-10 years experience in consulting engagement Drive consultative approach to identify / hunt key business challenges and develop transformation vision for clients CXOs (only within our existing client base…) Drive A&D industry thought leadership Be the Process Consultant when supporting transformation opportunities across the A&D value chain (Product Development, Supply Chain & Manufacturing Operations, Sales, MRO; non-core functions like HR, IT transformation) Participate in development of strategic roadmap for clients to meet their organization goals Participate in delivery of transformational programs Participate in presentations and workshops with C-suite, Function Heads, Industry experts Work with high performing global consulting teams and service practices with a strong commitment to excellence in pursuit of helping our clients business performance, drive quality in TCS deliverables, and exhibit promptness to internal and external customers Generic Managerial Skills, If any Proven consulting background Dealing with Business CXO / Senior stakeholders of an organization Exposure in working with teams based in different geo and different time zones Ability to work both as "lone warrior" as well as "as a team player" Base Salary Range: $130,000 - $200,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SV2 #LI-KUMARAN

Must Have Technical/Functional Skills * In-depth understanding of Aerospace and Defense industry * Knowledge of relevant industry standards and regulations * Experience in Data Driven Analysis and Critical thinking * Experience in Design Thinking, Continuous Improvement (LEAN, Six Sigma, etc), Process Consulting * Knowledge of Production Strategy, Supply Chain Strategy in A&D industry * Hands-on experience in Process Consulting in A&D Manufacturing (Planning, Scheduling Optimization, Execution, Quality, Product development, Life-cycle data and records management, Procurement, Inventory & Warehouse) * Hands-on Implementation Experience in one of the areas in Advanced Manufacturing (Robotics, Automation, Digital Thread, Digital Twin, IoT) * Hands on Implementation Experience in one of AI based solutions is preferred * Solid Knowledge in other areas (Robotics, Automation, Digital Thread, Digital Twin, MBSE, IoT, Data) * Knowhow of Enterprise Applications (PLM, MES, ERP) Roles & Responsibilities * 15+ years' experience in Aerospace and Defense industry * 8-10 years' experience in consulting engagement * Drive consultative approach to identify / hunt key business challenges and develop transformation vision for clients CXOs (only within our existing client base…) * Drive A&D industry thought leadership * Be the Process Consultant when supporting transformation opportunities across the A&D value chain (Product Development, Supply Chain & Manufacturing Operations, Sales, MRO; non-core functions like HR, IT transformation) * Participate in development of strategic roadmap for clients to meet their organization goals * Participate in delivery of transformational programs * Participate in presentations and workshops with C-suite, Function Heads, Industry experts * Work with high performing global consulting teams and service practices with a strong commitment to excellence in pursuit of helping our clients business performance, drive quality in TCS deliverables, and exhibit promptness to internal and external customers Generic Managerial Skills, If any o Proven consulting background o Dealing with Business CXO / Senior stakeholders of an organization o Exposure in working with teams based in different geo and different time zones o Ability to work both as "lone warrior" as well as "as a team player" Base Salary Range: $130,000 - $200,000 per annum TCS Employee Benefits Summary: Discretionary Ann ual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SV2 #LI-KUMARAN

About this role: Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources Business Partner team. This role collaborates with HR Business Partners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives. The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications. In this role, you will: * Support the delivery and execution of HR initiatives * Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders * Assist in operationalizing cyclical HR activities and implementing business initiatives * Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data * Develop business communications, change management materials, and reporting to support HR initiatives. * Participate in the HR business execution community to share best practices and support HRBP leaders. * Collaborate with People Analytics to support business needs around data and reporting. Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Human Resources, preferably supporting or partnering with HR Business Partners. * Strong knowledge of HR tools, processes, workflows, and people data. * Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations. * Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership. * Strong written and verbal communication skills; proactive and confident communicator with executive presence. * Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment. * Ability to collaborate and influence across stakeholder teams. * Experience working with sensitive data sets and maintaining confidentiality. * Familiarity with HR disciplines and the HR Center of Excellence (COE) model. * Strong HR reporting, dashboard creation, data analysis and visualization skills. * Understanding of AI, machine learning, and emerging HR technologies. Job Expectations: * Hybrid work schedule * Relocation assistance is not available * Visa sponsorship is not available Location: * Charlotte, NC * Phoenix, AZ * Irving, TX * San Antonio, TX * Des Moines, IA * Minneapolis, MN #HRJobs Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: * Organize and execute assigned business projects aligned to our strategic direction * Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations * Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines * Meeting with key stakeholders when needed to perform initial assessment of problematic situations * Formulate recommendations and solutions with attention to resource effectiveness and efficiency * Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives * Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics * Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements * Utilize independent judgment to guide moderate risk deliverables * Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business * Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business * Collaborate and consult with leaders and executive management * Provide work direction to less experienced Strategy and Execution Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Brokerage or wealth management experience * Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation * Knowledge of Wells Fargo Wealth & Investment Management line of business * Management Consulting experience * Ability to consult, build, and maintain solid working relationships in and outside of immediate department * Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills * Good attention to detail and accuracy skills * Strong organizational, multi-tasking, and prioritizing skills * Strong written and verbal communication skills * Excellent Analytical abilities * Bachelor's degree in Business, Management, or related fields * CFA, CFP and other related financial industry designations Job Expectations: * Ability to travel up to 10% of the time. * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * This position is not eligible for Visa sponsorship. Posting Locations: * 2801 Market Street - St. Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 * 550 S. 4th Street - Minneapolis, MN 55415 * Required locations listed above. Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking a Senior Business Execution Consultant as part of the Product team within Wealth and Investment Management (WIM) Operations. This team is responsible for setting the strategy, defining, and delivering product roadmaps that support the larger WIM organization and WIM Operations. Learn more about our career areas and lines of business at wellsfargojobs.com. The Senior Business Execution Consultant will be directly involved in key impact items such as risk mitigation, efficiency and customer experience. The Senior Business Execution Consultant will also drive product strategy including development, implementation and change management of business initiatives and programs that align to the WIM Operations goals and priorities. In this role, you will: * Drive the definition, planning and execution of product roadmaps in support of one or more operations functions or business groups and contribute to large scale strategic initiatives * Practice Agile framework, methodology and tools for planning, execution and delivery of product roadmaps. Use of JIRA as the primary tool for managing this work * Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned products * Collaborate with technology as well as business operations partners to plan and execute product capabilities in support of critical business goals * Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution * Work independently to make recommendations related to Product scope * Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience * Collaborate and consult with team leaders in developing project plans, policies and procedures * Assist in fulfilling product owner responsibilities such as creating Features/Stories, backlog management, prioritization, sprint planning, impact assessment / change management, plan UAT / training * Participate in quarterly planning (BRP) for the prioritized scope of work Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 4+ years of Product Management and/or Business Analytics Consulting experience * 2+ years of experience working in an Agile environment * Understanding of the WIM Trust business, related processes and applications * Demonstrated experience utilizing Agile tools used for tracking user stories or backlogs, such as Jira * Ability to interpret data into meaningful insights and strategies and independently develop strategic recommendations based on relevant data * Demonstrated ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes * Strong ability articulating issues, risks, and proposed solutions to various levels of staff and management * Prior experience preparing reporting, metrics and presentation materials for various levels of leadership * Excellent verbal, written and interpersonal communication skills * Excellent organizational, multi-tasking, and prioritizing skills * Project Management Professional (PMP) or Agile Certification Job Expectations: * Ability to work a hybrid schedule * Willingness to work on-site at stated location on the job opening * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**About this role:** Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. **In this role, you will:** + Organize and execute assigned business projects aligned to our strategic direction + Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations + Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines + Meeting with key stakeholders when needed to perform initial assessment of problematic situations + Formulate recommendations and solutions with attention to resource effectiveness and efficiency + Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives + Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics + Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements + Utilize independent judgment to guide moderate risk deliverables + Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business + Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business + Collaborate and consult with leaders and executive management + Provide work direction to less experienced Strategy and Execution **Required Qualifications:** + 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Brokerage or wealth management experience + Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation + Knowledge of Wells Fargo Wealth & Investment Management line of business + Management Consulting experience + Ability to consult, build, and maintain solid working relationships in and outside of immediate department + Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills + Good attention to detail and accuracy skills + Strong organizational, multi-tasking, and prioritizing skills + Strong written and verbal communication skills + Excellent Analytical abilities + Bachelor's degree in Business, Management, or related fields + CFA, CFP and other related financial industry designations **Job Expectations:** + Ability to travel up to 10% of the time. + This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. + This position is not eligible for Visa sponsorship. **Posting Locations:** + 2801 Market Street - St. Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 + 550 S. 4th Street - Minneapolis, MN 55415 + Required locations listed above. Relocation assistance is not available for this position **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 25 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514527

**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. **Req Number:** R-511697

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.