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WF

Senior Business Execution Consultant – Strategic Operations and Insights

WF

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

Posted 9/21/2026full-timeUnited StatesSenior💰 $87,000 - $154,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading financial coaching programs and strategic initiatives through effective project management, performance analytics, and executive communication. Proven ability to build cross-functional partnerships and deliver actionable insights to enhance customer engagement and financial wellness.

Highest-signal resume keywords
Business ExecutionStrategic PlanningPower BIExecutive CommunicationPerformance Analytics

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Project ManagementGovernanceExecution TrackingRisk ManagementData Quality AssuranceAnalyticsDashboard DevelopmentPerformance MonitoringCritical ThinkingDecision-Making
Soft Skills
Stakeholder ManagementInfluencing SkillsOrganizational SkillsAttention to DetailProfessionalism
Tools & Technologies
Power BIReporting Tools
Industry Keywords
Financial CoachingCustomer EngagementBusiness TransformationDigital StrategyBranch Operations

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

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
  • Proven ability to build partnerships across highly matrixed organizations
  • Experience creating and delivering executive-level presentations, business reviews, and strategic communications
  • Exceptional 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%
  • 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