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Wells Fargo

Diversified financial services: banking, lending, investments

Lead Business Execution Consultant

Business OperationsPosted on Nov 9
Full-timeIn-person

About the Job

Requirements

  • At least 5 years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.

Responsibilities

  • Lead the development and execution of the overall Business Banking Client Experience strategy, aligning customer priorities with business growth objectives.
  • Integrate product, client, financial, operational, risk, and Voice of the Customer data to identify trends, root causes, performance gaps, and opportunities for intervention.
  • Own Net Promoter Score (NPS), Overall Satisfaction (OSAT), and other customer experience metrics, including performance tracking, trend analysis, and executive reporting.
  • Identify customer experience opportunities and risks through analysis of customer feedback, operational performance, and market trends.
  • Conduct competitive experience benchmarking to assess Business Banking's customer experience performance relative to industry peers and identify best practices.
  • Develop customer attrition insights and analytics to identify drivers of client loss, retention opportunities, and areas for experience improvement.
  • Create, maintain, and improve executive dashboards and monthly and quarterly business reviews that communicate portfolio performance, trends, risks, and recommended actions.
  • Translate customer, operational, and market insights into actionable recommendations that drive improvements in customer satisfaction, loyalty, and business performance.
  • Prepare executive-level presentations, dashboards, and governance materials that communicate customer experience performance, trends, risks, and strategic recommendations.
  • Partner with senior leaders to establish customer experience priorities, define success measures, and drive execution against strategic objectives.
  • Facilitate decision-making and issue resolution for complex customer experience challenges and strategic initiatives.
  • Influence stakeholders across Business Banking and enterprise functions to drive alignment, accountability, and customer-focused outcomes.
  • Carry out applicable risk programs and Wells Fargo policies and procedures, fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions consistent with the business unit’s risk appetite and applicable requirements.

Desired Qualifications

  • At least 5 years of experience using customer, competitive, operational, and financial insights to develop strategic recommendations and guide investment decisions.
  • Experience leading client experience strategy, governance, or transformation initiatives.
  • Knowledge of client satisfaction metrics, including Net Promoter Score methodologies.
  • Experience developing executive-level reporting, dashboards, and performance insights.
  • Experience influencing senior leaders through data-driven insights, structured problem-solving, executive presentations, and strategic narratives.
  • Strong analytical and problem-solving skills, including the ability to convert data into strategic recommendations.
  • Experience within a leading management consulting firm advising on complex business and strategic priorities.
  • Leadership, relationship management, influencing, and execution skills.
  • Verbal, written, and interpersonal communication skills.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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