Lead Business Execution Consultant - Divisional Onboarding Liaison

About this role:

 

Wells Fargo is seeking a highly organized and strategic professional to join our team as a Divisional Onboarding Liaison. In this role, you will play a critical part in driving operational excellence and supporting seamless transitions within our branch network. You’ll lead initiatives that enhance efficiency, mitigate risk, and ensure smooth onboarding experiences for new associates. This position requires a strong ability to make informed decisions in complex situations, collaborate across teams, and deliver innovative solutions that improve processes and business performance. If you thrive in a fast-paced environment and enjoy managing projects that make a meaningful impact, this role offers an exciting opportunity to contribute to our success.

 

In this role, you will:

• Branch Transitions: Oversee logistics, documentation, and communication to ensure smooth onboarding for new associates and provide operational oversight throughout the transition process.
• Drive Accountability: Lead assigned initiatives, mitigate risk exposure, and identify opportunities to create efficiencies.
• Facilitate Decision-Making: Make informed decisions in highly complex situations requiring a deep understanding of the business group’s functional area or products. Support issue resolution and implement developed solutions and plans.
• Transition Management: Review strategic approaches, assess effectiveness of support functions, and evaluate overall business performance.
• Process Improvement & Feedback: Conduct assessments using data and fact-finding, apply creative problem-solving to complex issues, and develop actionable recommendations.
• Communication & Coordination: Collaborate with the Advisor Onboarding team and key leaders to drive strategic initiatives.
• Special Projects: Partner on additional projects as assigned.

 

Required Qualifications:

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

 

Desired Qualifications:

• Proven ability to lead and coordinate complex onboarding, transition, or operational initiatives while delivering exceptional stakeholder experiences and business outcomes.
• Strong project management and organizational skills, with the ability to balance competing priorities, manage multiple workstreams, and execute with precision in a fast-paced environment.
• Exceptional communication, relationship-building, and influencing skills with the ability to collaborate effectively across business leaders, support partners, and cross-functional teams.
• Demonstrated ability to analyze business processes, identify opportunities for improvement, and implement innovative solutions that enhance efficiency, scalability, and risk management.
• Experience using data, insights, and critical thinking to solve complex business challenges and support strategic decision-making.
• High level of accountability and initiative, with a track record of driving projects from conception through implementation while meeting key deadlines and business objectives.
• Advanced proficiency with Microsoft Office applications, including Excel and PowerPoint; experience with Salesforce or similar CRM and workflow management tools is highly desirable.
• Experience supporting operations, onboarding, business execution, branch transitions, wealth management, financial services, or other highly regulated environments is preferred.
• Ability to thrive in a collaborative and evolving environment while maintaining a strong focus on customer experience, operational excellence, and continuous improvement.

 

Job Expectations:

• Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 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
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• Occasional travel for transition-related issues (subject to team needs)

Job Locations:

• 2801 Market St, St Louis MO, 63103
• 8115 Preston Rd, Dallas TX, 75225
• 550 S Tryon, Charlotte NC, 28202
• Preferred location(s) listed above. Locations within the Wells Fargo WIM footprint may be considered.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).

$119,000.00 - $187,000.00

Posting End Date:

20 Aug 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.