Job Information

Wells Fargo Senior Business Execution Consultant - Trust Client & Advisor Services in Winston Salem, North Carolina

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Senior Business Execution Consultant - Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at (

In this role, you will:

  • Lead support functions or operations for Trust Services and contribute to large scale strategic initiatives

  • Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations

  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business

  • Work independently to make recommendations for support function by providing support and leadership

  • 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

  • Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

  • Provide training for all levels of Fiduciary Specialists on initiatives and also train newly hired Fiduciary Specialists on processes, procedures and systems.

Required Qualifications:

  • 4+ years of Management consulting, Strategy Consulting, or Business Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Advanced knowledge of the Trust and Fiduciary processes, procedures and controls

  • Ability to implement approaches and strategize to help drive change and adoption of change

  • Experience working on mid to large business line strategic initiatives

  • Ability to provide leadership by coaching, training, and mentoring

  • Strong knowledge and understanding of estate, trust, or fiduciary administration

  • Ability to review trust agreement documents and ensure bank compliance

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to interact with all levels of an organization

  • Outstanding problem solving and decision making skills

  • ‚ÄčCertified Trust and Financial Advisor (CTFA)

  • A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management

Salary range is determined by the location of the job

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NV-Las Vegas: 84,000-149,400 USD Annual

PA-Philadelphia: 92,400.00 - 164,400 USD Annual

DE-Wilmington: 92,400.00 - 164,400 USD Annual

TX-Austin: 84,000-149,400 USD Annual

CA-Long Beach: 92,400.00 - 164,400 USD Annual

MN-Minneapolis: 84,000-149,400 USD Annual

NC-Winston Salem: 84,000-149,400 USD Annual

May be considered for discretionary bonus.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


Req Number: R-111317-7

Updated: 2022-01-17 10:29:56.456 UTC

Location: Winston-Salem,North Carolina