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Senior Lead Business Execution Consultant – Home Lending, High Net Worth
Wells Fargo. Act as a senior Business Execution advisor to leadership across the High Net Worth segment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Business Execution, Strategic Planning, and Transformation initiatives within the High Net Worth Home Lending sector. Proven ability to develop executive-level presentations, lead cross-functional teams, and drive alignment among stakeholders in a highly regulated financial services environment.
Highest-signal resume keywords
Business ExecutionHigh Net Worth Home LendingStrategic PlanningExecutive-Level PresentationsTransformation Initiatives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business ExecutionStrategic PlanningTransformation InitiativesExecutive-Level PresentationsOperational Risk AnalysisCredit Policy DevelopmentClient Experience OptimizationGovernance FrameworksPerformance ReportingMortgage Origination Knowledge
Soft Skills
Influencing StakeholdersMentorshipCross-Functional CollaborationCommunication
Industry Keywords
High Net WorthHome LendingFinancial ServicesRegulatory ComplianceMortgage ServicingConsumer LendingOperational FunctionsClient ServicingRisk ManagementCustomer Journey Optimization
About the role
Key responsibilities & impact- Act as a senior Business Execution advisor to leadership across the High Net Worth segment
- Drive performance and strategic initiatives supporting HNW Credit Policy, Client Experience, Transformation, HNW Servicing, Vesting & Title, and/or Strategy Planning & Governance
- Lead strategy and resolution of highly complex Business Execution challenges
- Translate complex business needs into objectives, strategies, implementation plans, executive communications, and longer-term solutions
- Provide vision, direction, and expertise to senior leadership on innovative, large-scale business solutions
- Lead complex transformation initiatives and cross-functional workstreams, coordinating activities, dependencies, resources, and stakeholders
- Develop executive-level presentations, reporting, and actionable insights on business performance, risks, opportunities, and strategic priorities
- Lead governance routines, team meetings, working groups, and steering committees
- Engage with professionals and managers across HNW and partner organizations as an experienced strategic advisor
- Provide direction, expertise, and mentorship to cross-functional teams and professionals
- Support Wells Fargo’s WIM Home Lending transformation and customer experience objectives
Requirements
What you’ll need- 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
- 7+ years of experience in High Net Worth Home Lending, Sales, Underwriting, or Risk
- 5+ years of experience leading large-scale, cross-functional initiatives across multiple business groups, stakeholders, and operational teams
- 4+ years of experience developing executive-level presentations, business reviews, governance materials, and decision-support communications for senior management
- 4+ years of experience analyzing complex business, operational, customer, or risk-related challenges and developing recommendations
- 4+ years of experience supporting business execution, transformation, servicing, credit policy, client experience, or operational functions within a highly regulated financial services environment
- Experience with high-net-worth client servicing, lending, credit policy, title, vesting, or client experience organizations
- Knowledge of mortgage origination, servicing, operational risk, regulatory requirements, and customer journey optimization within Home Lending
- Experience supporting strategic planning, business execution, or transformation initiatives within the Home Lending HNW segment
- Experience with Home Lending, Wealth and Investment Management, Mortgage Servicing, Consumer Lending, or other financial services organizations
- Experience leading complex transformation initiatives, operating model changes, or enterprise process improvement efforts
- Experience partnering with senior leaders to translate priorities into strategies, roadmaps, governance routines, and execution plans
- Ability to influence cross-functional stakeholders and drive alignment while managing competing priorities and organizational change
- Experience developing and delivering executive-level presentations, business reviews, and decision-support materials
- Knowledge of Home Lending products, servicing operations, credit risk management, client experience, or mortgage fulfillment processes
- Experience establishing governance frameworks, performance reporting, metrics, and business routines
- Ability to analyze complex operational, customer, and business performance data
- Experience leading large-scale programs or initiatives in a highly regulated environment
- Compliance with mortgage regulatory requirements and Wells Fargo compliance policies
- Must meet ongoing regulatory requirements, including additional screening and required incident reporting
- 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