Demo

Portfolio Delivery & Execution Business Services Consultant

Motion Recruitment
Charlotte, NC Full Time
POSTED ON 4/24/2025
AVAILABLE BEFORE 5/21/2025

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technology Business Systems Consultant in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration : 24 Months

Job Description & Details :

Seeking a Business Services Consultant to join the Portfolio Delivery and Execution (PDEX) team providing support and oversight for the change portfolio across the Technology for the Chief Operating Office (TCOO).

The role will include the following duties & responsibilities :

  • Build familiarity and knowledge of the full technology change portfolio across Global Operations and the Chief Administration Office
  • Build and maintain strong working relationships with Line of Business partners, Technology leaders and teams, as well a key partners in Finance, Change Management, Architecture and Risk.
  • Maintain a central repository of key data points for Portfolio Execution
  • Participate in the creation of monthly reporting and accomplishment artifacts, including portfolio commentary and “talking points” to prepare technology leaders for senior leadership monthly reviews.
  • Partner with Finance and Portfolio Planning to track capacity forecast against actuals and explain the drivers for variances
  • Work with Line of Business and Technology leaders to track and maintain quarterly milestone deliverables and keep strategy roadmaps up to date.

Job expectations include but not limited to the following :

  • Ability to deliver on multiple initiatives under pressure.
  • Accountable for providing efficient, timely, and reliable service to business partners, and team members and can prioritize and think critically on tight deadlines.
  • Act with sound judgment and align with Wells Fargo technology strategy through dissemination of information, communications and materials supporting the organization’s strategic objectives and initiatives.
  • Employs a wide range of tools and tactics to ensure information reaches target audiences with appropriate and measurable impact.
  • Ability to simplify the complex and communicate to a wide variety of audiences including high level executives, utilizing tools, technology and polished communication skills.
  • Desired Qualifications

  • Prior Wells Fargo experience will be an advantage
  • Prior Banking industry experience desired and any prior experience in Consumer Banking, Wholesale Banking, Corporate and Investment Banking, Fraud Operations or the Chief Administration Office is a distinct advantage.
  • Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans and solutions
  • Experience in understanding, assessing and writing commentary on monthly financial reporting
  • Ability to influence and build relationships with LOB stakeholders, technology CIO leadership, external service providers, and architecture teams
  • Ability to organize and manage multiple priorities
  • Excellent communication (oral and written) with ability to communicate at multiple levels ranging from technologists to senior managers and executive leadership
  • Experience creating executive level dashboards, analytics, and reports using advanced visualization tools
  • Strong skills in Excel and PowerPoint are essential
  • Knowledge and experience of JIRA will be an advantage
  • Knowledge and experience of visualization tools like Power BI will be an advantage
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