WIM CB Sales Strategy Senior Lead Consultant

About this role:

Wells Fargo is hiring a WIM CB Sales Strategy Senior Lead Consultant to drive WIM growth opportunities for the Sales Enablement team as part of Commercial Banking (CB). This role will work closely with the CB WIM segment leader to deliver targeted engagement and activation strategies.

Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Assess and connect WIM Advisor and CB Relationship managers for potential referral and WIM growth opportunities.  This includes: 

  • Referrals from WIM to CB will require working with advisors with a variety of customer sizes and needs requiring assessment and profiling

  • The early identification, accurate assessment and will provide a better client experience

  • Referrals from CB to WIM will require coordination of portfolio reviews, particularly on strategic-tiered names, in order to assess the existing WIM connectivity, deal teams and surface opportunities

  • This will include first-time introductions to WIM which require particular attention

• Coordinate and foster the engagement with the local WIM FAs and their leaders for more targeted engagement and uncovering opportunities for CB

• Engage Division Sales Executives and Business Development Officers providing coordination and sponsorship of the WIM and CB opportunity

• Support WIM segment leader with market level routines, including required follow-up needed with WIM advisors and CB relationship managers

• Design, build and implement targeted growth strategies, in coordination with the WIM segment leader, for the Market Coverage national strategy and individualized strategy for each of the industry verticals in Specialized Industries

• Assist in alignment of sales strategy plan with marketing initiatives in developing education, a consistent communication strategy and supporting progress through sharing wins in coordination with the BMO team and Sales Enablement ensuring a consistent delivery across all assigned divisions

• Utilize data analysis to forecast, identify potential opportunities, and mitigate risks

• Continuously works to strengthen risk and control infrastructure around sales procedures, policies, activities, and product placement; identifies and mitigates risk, contributes to improving controls, and participates in issues management when necessary

Required Qualifications:

• 7 years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• In-depth understanding of WIM and Commercial Banking’s client segments, its products, industries and clients

• Executive presence and the ability to drive outcomes through influencing at all levels of the organization

• Excellent communication, interpersonal, and presentation skills

• Demonstrated strategic vision with the ability to lead execution across multiple priorities simultaneously

• Ability to operate in a highly matrixed and global environment with multiple and senior stakeholders

• Bachelor's degree from accredited institution

Job expectations:  

• This position is not eligible for Visa sponsorship 

• This position offers a hybrid work schedule

• 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

• Ability to travel up to 25% of the time 

#commercialbanking 

Location: 

• 550 South Tryon Street - Charlotte, North Carolina 28202 

• 250 E John Carpenter Freeway - Irving, Texas 75062

Posting End Date: 

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.