Business Accountability Associate (Chief Administrative Office)

Wells Fargo Wealth & Investment Management

Wells Fargo Wealth & Investment Management provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.

WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services.

Banking, Lending & Trust COE

As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has created horizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM’s consumer businesses under a common, WIM-level organization. The group is focused on transforming from channel-based to client-focused solutions and delivery in an effort to reduce operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and improve the client experience. Additionally, the new group will deliver a WIM-level culture of product management excellence by creating a culture of innovation, product excellence, client service and risk mitigation. 

About BL&T Chief Administrative Office (BL&T CAO)

This position will sit within the BL&T CAO organization that supports Banking, Lending & Trust and The Private Bank. This team leads cross-business initiatives, oversees complex processes, and manages business implementation of enterprise programs to achieve growth, enhance client experience, and manage risk.

In this role, you will:

• Lead support functions or operations for Banking, Lending & Trust and contribute to large scale strategic initiatives, including but not limited to client experience, real estate and location strategy, and change management governance initiatives and projects.
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned responsibilities
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and 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
• Discover and advocate for the most practical and efficient critical path to executing by identifying, escalating, and resolving blockers to achieve the objective.
• Identify, and advocate for any relevant modification thereof, opportunities and strategies for process improvement and risk control development in order to ensure operational excellence and process efficiency

Required Qualifications:

• 3+ 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
• Expert or Advanced level Microsoft Office skills.
• Ability to take on a high level of responsibility, initiative, and accountability
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Exceptional execution, project management and organizational skills and ability to handle multiple priorities in a fast-paced environment

Desired Qualifications:

• Experience working in a large financial services company, preferably with Wealth & Investment Management and/or Banking, Lending & Trust  business knowledge
• Knowledge and understanding of data visualization & reporting tools (Tableau, Power BI, Alteryx, Python)
• Self-starter with the ability to pick-up new concepts and skills quickly

• Strong analytical and technical skills with high attention to detail and accuracy
• Proven ability to manage and coordinate multiple initiatives simultaneously, including the ability to maintain top quality work while meeting tight deadlines
• Ability to influence across all organizational levels, particularly senior management
• A high level of comfort working with ambiguity or uncertainty and converting information into action plans

Job Expectations:

• Amenable to observe an onsite work set-up, graveyard schedule, and follow US holidays

Posting End Date: 

27 Mar 2025

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

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.