Senior Business Execution Consultant – Strategic Operations and Insights

Wells Fargo

. Lead execution of financial coaching programs and innovation initiatives through project management, governance routines, execution tracking, and issue resolution .

Posted 9/18/2026full-timeCharlotte • Arizona • United StatesSenior💰 $87,000 - $154,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading financial coaching programs and strategic initiatives through effective project management, performance analytics, and stakeholder engagement. Proficient in utilizing reporting tools to deliver actionable insights and enhance customer engagement experiences.

Highest-signal resume keywords

Business ExecutionStrategic PlanningPower BIExecutive CommunicationRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementPerformance AnalyticsData Quality AssuranceGovernanceExecution TrackingRisk ManagementDashboard DevelopmentBusiness TransformationFinancial CoachingCustomer Engagement

Soft Skills

Critical ThinkingProblem-SolvingStakeholder ManagementOrganizational SkillsAttention to Detail

Tools & Technologies

Power BIReporting Tools

Industry Keywords

Financial WellnessBranch OperationsCustomer ResearchDigital StrategyCommunity Impact

About the role

Key responsibilities & impact

Lead execution of financial coaching programs and innovation initiatives through project management, governance routines, execution tracking, and issue resolution
Support branch, banker, and coach onboarding, readiness, training logistics, system access, attestations, and program implementation activities
Manage cross-functional partner relationships and coordinate delivery of programs, services, and strategic initiatives across the enterprise
Lead performance reporting, data quality assurance, analytics, dashboards, and executive presentations
Provide actionable insights and recommendations through performance analytics and executive reporting
Track, research, and evaluate business, operational, and strategic opportunities
Identify risks and efficiencies, make prioritization recommendations, and facilitate team and leadership decision-making
Support rollout, adoption, and ongoing enhancement of financial health solutions, including coaching capabilities, content, and customer engagement experiences
Follow applicable risk and compliance programs, policies, procedures, escalation, and remediation requirements

Requirements

What you’ll need

4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
Demonstrated ability to lead complex programs and strategic initiatives, including planning, governance, execution tracking, risk management, and successful delivery
Advanced analytical and problem-solving skills
Experience leveraging Power BI and other reporting tools to develop dashboards, monitor key performance indicators, identify trends, synthesize data, and deliver actionable insights
Strong executive communication, stakeholder management, and influencing skills
Ability to build partnerships across highly matrixed organizations and collaborate with business, risk, finance, communications, and senior leadership teams
Experience creating and delivering executive-level presentations, business reviews, and strategic communications
Critical thinking and decision-making capabilities
Strong organizational skills and attention to detail
Ability to manage sensitive and confidential information with professionalism and discretion
Experience in product management, digital strategy, business transformation, or customer-focused initiatives
Knowledge of branch operations, customer engagement, financial coaching, financial wellness, community impact, customer research, marketing, or related disciplines is preferred
Ability to travel up to 10%
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

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
Incentive opportunities may be available