Strategy Consultant 2


: $105,736.67 - $178,020.00 /year *

Employment Type

: Full-Time


: Financial Services - Banking/Investment/Finance

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At Wells Fargo, we have one goal: to satisfy our customers financial needs and help them achieve their dreams. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.. Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.. The Strategy Consultant 2 role will drive execution through:. Business planning, sales planning, and analyzing performance of client and banker trends. Enhancing sales and operations by running cross continent and multi stakeholder projects across Banker Coverage, Credit, IBCM, and other Wholesale products (FX, TM, Trade, etc). Helping to lead strategic planning across Wells Fargos domestic and international FIG footprint in client coverage and credit portfolio management. Key skill sets are project management, data analysis, ability to manage multiple projects simultaneously, and excellent interpersonal / communication and presentation skills. Key activities performed include:. Supporting FIG Group Head, COO, CAOs, and sector heads in strategic planning, initiative tracking, and project execution. Supporting CIB wide initiatives and projects where processes in FIG managing implementations will need to be enhanced or documented. Leveraging CRM tools and data outputs to interpret and analyze performance by sector and Banker. Playing key role in bi-annual account Planning process to tier clients and see takeaways through to completion. Research and analyzing client information and data across multiple Wholesale tools and platforms, including but not limited to: ProfitView, CreditView, WCIS, GLUE, RelationshipView, and This position will be based in Charlotte, Chicago or New York.. Team members 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 units risk appetite and all risk and compliance program requirements.. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.. Required Qualifications. 3+ years of strategic planning experience. Desired Qualifications. 4+ years of financial services experience. Financial analysis or accounting experience. Ability to negotiate, influence, and collaborate to build successful relationships. Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills. Excellent verbal, written, and interpersonal communication skills. Knowledge and understanding of strategic planning and execution. Knowledge and understanding of wholesale banking products and services. Strong analytical skills with high attention to detail and accuracy. Strong organizational, multi-tasking, and prioritizing skills. Strong presentation skills. Experience analyzing large data sets. Other Desired Qualifications. Experience with customer relationship management systems (CRMs) including Salesforce. Knowledge and understanding of Investment Banking and Corporate Banking. Experience in financial analysis including company assessment (leverage, working capital, etc), global market awareness (currency, commodities, trade, etc), and internal client/LOB financial performance analysis. Job Expectations. Ability to travel up to 15% of the time. Street Address. NC-Charlotte: 550 S Tryon St - Charlotte, NC NY-New York: 375 Park Ave - New York, NY IL-Chicago: 10 S Wacker Drive - Chicago, IL. All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.. Relevant military experience is considered for veterans and transitioning service men and women.. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.. Glassdoor has millions of jobs plus salary information, company reviews, and interview questions from people on the inside making it easy to find a job that's right for you.
Associated topics: analyse, analysis, bi, business analyst, business systems analyst, consult, guidance, investment analyst, legal, refinement * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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