Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses. Corporate & Investment Banking (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
This position is within the Business Execution Services team (BES) and will lead strategic change initiatives aligned to the priorities of CIB and enterprise efforts. This work includes leading the definition of target state solutions in alignment with business objectives, driving decision-making, and working with process owners to determine impacts and key deliverables and leading execution of the delivery across impacted areas. CIB Capital Markets, Coverage (Lending) & CRE BES Sr. Analyst and Project Manager responsibilities:
Lead strategic and transformational initiatives within the CIB Capital Markets, Coverage (lending) and Commercial Real Estate (CRE) lines of business, including both traditional non-trading investment banking and lending domains
Serve as a trusted advisor to the business COOs and business leads in how best to plan and execute a portfolio of change
Develop understanding of overall book of work (BoW) and support prioritization process for those dependencies with senior management
Drive delivery of strategic and transformational initiatives and projects
Interact with senior leaders and executive management. Has full management responsibility over a set of project deliverables
Develop, implement and oversee governance routines for portfolio coordination, management reporting and business readiness across all efforts impacting CIB Coverage.
Lead senior stakeholder forums to provide overall health of the portfolio, and to determine priority of new requests being made
Ensure PMO, technology, and Policy groups are in agreement on approaches and actively supporting delivery
Lead the identification and build-out of key products, processes and capabilities for CIB lines of business, with particular emphasis on client facing products, internal processes, applications and regulatory requirements
Act as project manager for projects from initiation to implementation and transition to BAU, leading and influencing other project resources and partner teams
Partner with Business, Technology, Operations, Risk and other key stakeholders on the planning, execution, management and resourcing of business line specific, cross CIB or Enterprise initiatives, managing project plans, dependencies, issues and risks
Provide guidance on project execution approach, determining the right tools for the relevant need within the portfolio
Ensure that change management (communication & training) and user experience (adoption) is a focus of every project undertaken
Drive the project & investment strategic planning cycle to secure funding for significant projects
Actively manage resource requirements. Establish budgets, track budget burn rate vs. forecast and manage project funding processes as required
Produce consolidated reporting and financial tracking for all portfolio items in the CIB Coverage portfolio Other BES Delivery Responsibilities:
Create an implementation strategy for business initiatives and product releases based on input from business, product development, technology and partner teams, including cost/benefits
Develop and maintain multi-year roadmap of strategic capabilities and product build out considering business strategy and regulatory environment
Work with impacted areas to understand complex problems. Focus on bringing issues and risks to resolution; identifying solutions and developing clear options and recommendations that drive decision making
Use problem solving skills to develop custom approaches and solutions (process improvement, change management, product management, projects, etc.) that are tailored to the problem
Proactively engage Sponsor, Business, Project Team, Tech and Operations in prioritization and decision-making. Interact and negotiate with senior level management on behalf of delivery team
Work with peers to develop and drive goals, define business specifications and work with technology and operations counterparts on platform design
Provide subject matter expertise on applicable product, processes and applications and identify extensions of Corporate & Investment Banking capabilities to other areas
Team members 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. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 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.
10+ years of experience in one or a combination of the following: business support, project management, implementation, business operations or strategic planning
Knowledge and understanding of strategic planning and execution
Ability to lead projects/initiatives with high risk and complexity
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Ability to research and report on a variety of issues using problem solving skills
Excellent verbal, written, and interpersonal communication skills
Ability to prepare presentations, management reporting, and statistical analysis
Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
Advanced SharePoint skills
Project Management Professional (PMP)
A BS/BA degree or higher
A Masters of Business Administration (MBA) or Chartered Financial Analyst (CFA) Designation
Strong presentation skills
Strong organizational, multi-tasking, and prioritizing skills
Data management experience
Strong analytical skills including analyzing complex data
Other Desired Qualifications
10+ years of experience in one or a combination of the following: Banking, consulting, program/project management, strategic planning, or implementation
5+ years of experience creating and implementing strategic plans and roadmaps at the executive level for enterprise wide business initiatives
Ability to communicate effectively with business partners and project managers
Proven ability to manage and coordinate multiple initiatives simultaneously, effectively resolving issues and conflicts as they arise
Ability to lead large complex cross functional area initiatives and delivery teams in a matrix management environment
Ability to manage multiple or large technology infrastructure functions with a focus on driving complex projects requiring participation of cross-functional groups
Subject matter expertise in the lending & credit lifecycle – including but not limited to pitch, underwriting, credit approval, booking and funding, servicing and portfolio management
Subject matter expertise in Commercial Real Estate – including but not limited to credit origination, underwriting, serving and portfolio management of both balance sheet and third party loans
Experience working with teams who provide business management support for traditional non-trading investment banking and corporate banking products
Demonstrated experience leading the definition and delivery of large scale complex and strategic initiatives from inception to implementation
Highly organized and disciplined leadership capabilities
Multi-disciplined skill set transcending finance, accounting, technology, and business expertise
Demonstrated understanding and use of change management, process improvement, product development and project delivery methodologies
Demonstrated understanding and use of a System Development Lifecycle (SDLC) methodology and Agile methodology
Knowledge and understanding of complex IT environments: cross-functional areas, large number of interfaces and data sources
Strong financial management and quality management skills
Working knowledge of Wells Fargo platform and relationships across the firm
Ability to effectively present to the target audience (technology, business, vendors, etc.)
Knowledge and understanding of internal policies/procedures, leading process and change methodologies, regulation, support infrastructure complemented by a general capital markets skillset
Strong network of internal and external expertise and ability to use the network to drive decision making and risk/issue resolution
Ability to travel up to 25% of the time
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Internal Number: 5553865-2
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo