Strategy Consultant 5 - Advice Enablement (Business Management) Details

Strategy Consultant 5 - Advice Enablement (Business Management)

Wells Fargo - Irvine, CA

Employment Type : Full-Time

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

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.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Advice & Planning is a newly created Center of Excellence in Wealth & Investment Management. The primary mission of the team is to propagate Advice across the wealth continuum, helping our clients to make (incrementally) better financial decisions. The Advice & Planning team will focus on implementing a systematic, scaled “Advice Framework” that will connect our understanding of clients’ financial lives to their financial strategy so that clients’ situation can be revisited on an ongoing basis. In this way, we can create clients for life, while also deepening and broadening client relationships as their lives – and our relationship with them – evolves. A standardized Advice Framework will also serve to lay the foundation for future growth by setting clear expectations with prospects on the value they can anticipate receiving from their relationship with Wealth & Investment Management.

This Strategy Consultant role will support both Advice Enablement and overall Advice and Planning strategy and transformation definition, planning and implementation, including interaction models internal to the Center of Excellence as well as with key partners, business model and business process enhancements, and definition and measurement of key success metrics. Ability to get results in a matrixed environment and navigate across all levels of leadership. Possesses a sense of urgency about exceeding the objectives in a changing environment. Exhibits proven success in working across multiple stakeholders to set strategy, construct a business case and plan execution of large scale, multi-year, multi-stakeholder changes.

Specific responsibilities include but are not limited to:

• Partner with Head of Advice Enablement, Advice and Planning Business Manager and other senior leaders to develop and execute against strategic priorities in support of Advice framework and five year business plan
• Analyze and stay abreast of industry market trends focusing on growth opportunities and business improvement
• Support development and refreshes for business case(s)/business plan(s)
• Drive large/complex initiatives in alignment with Advice & Planning vision in a changing business environment
• Help define and operationalize center of excellence metrics, including impact on revenue and growth and tie activity metrics to business results and outcomes
• Develop Business Unit Review special topics and analysis
• Ensure risk is appropriately and proactively identified, managed, mitigated, and monitored

Other hub locations within Wells Fargo footprint may be considered

The salary range displayed below is based on a Full-time 40 hour a week schedule:
Salary range is determined by location of the job.

Salary range: Min: $133,000 Mid: $190,000 Max: $247,000

May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

• 
  10+ years of strategic planning experience
• 10+ years of financial industry experience

• 
  Strong strategic and conceptual thinking skills
• Strong analytical skills
• Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
• Management consulting experience at a top-tier consulting firm
• Experience with strategy development and implementation

• Strong relationship building skills with the ability to engage and influence others towards achieving goals in a changing environment
• Brokerage and/or Bank regulatory knowledge
• 7+ years financial management experience
• Proven ability to influence, partner and negotiate with senior business leaders and key stakeholders
• Proven ability to successfully execute initiatives, drive for results, and provide sponsorship as required
• Excellent verbal, written and presentation skills; must be able to communicate effectively and broker agreements amongst diverse, differing, competing and/or conflicting priorities

• 
  Ability to travel up to 5% of the time

MN-Minneapolis: 90 S 7th St - Minneapolis, MN
AZ-Scottsdale: 8601 N Scottsdale Rd - Scottsdale, AZ
CA-Irvine: 5 Park Plaza - Irvine, CA
CA-SF-Financial District: 420 Montgomery - San Francisco, CA
OR-Portland: 1300 Sw 5th Ave - Portland, OR
NJ-Summit: 190 River Rd - Summit, NJ
NC-Charlotte: 401 S Tryon St - Charlotte, NC