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Strategy Consultant 4, Wealth & Investment Management (WIM)

Company: Wells Fargo
Location: New York
Posted on: April 10, 2021

Job Description:

Job DescriptionImportant 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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealthWIM serves clients through the following businesses:
    • Wells Fargo Private Bank serves high-net-worth individuals and families.
    • Abbot Downing serves ultra-high-net-worth individuals and families.
    • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
    • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.The Wealth and Investment Management (WIM) Strategy Group supports WIM business and functional groups by both driving strategic planning and developing strategic initiatives to inform and address the key priorities of senior management agendas. Initiatives include developing growth strategies, developing strategic and functional operating models, and managing WIM-wide business and corporate function initiatives. Projects typically involve a mix of business, finance, and strategy teams, and require significant interaction with and support from senior executives across the firm. The team of about 15 professionals has a diverse mix of top strategy consulting firm, financial services, internal consulting, and broad Wells Fargo and competitor leadership and functional experience. We are seeking a Strategy Consultant to lead project teams in solving complex business opportunities and problems critical to enabling WIM's growth and financial performance. The position represents an excellent opportunity for candidates to:
      • Drive development and execution of the firms highest and most impactful opportunities
      • Gain exposure to and credibility with most senior executives across the firm
      • Deepen expertise across a wide variety of functions and business issues
      • Elevate problem structuring/solving, communication, and influence skills
      • Accelerate career trajectory into a wide variety of senior, impactful rolesSpecific capabilities required for the position include:
        • Strong interpersonal and influencing skills; ability to direct, collaborate, and motivate project team members at all levels, achieving project goals without direct control over resources
        • Strong end-to-end generalist problem solving skills
        • Prioritizing issues, analysis, deliverables and project team engagement/capacity
        • Structuring and building quantitative and qualitative analyses
        • Applying strong business judgment to identify key considerations, implications and actionable, impactful recommendations
        • Analyzing operational, client, market and financial data
        • Conducting competitor/industry research, leveraging both public and non-public sources
        • Conducting internal and external interviews
        • Working collaboratively with team members across businesses and functional areas
        • Developing and delivering concise, compelling communications with impactful supporting materials for senior managementRequired locations for this position include Charlotte, St Louis, or New York City. Relocation assistance is available for this position.Required Qualifications
          • 8+ years of strategic planning experienceDesired Qualifications
            • Advanced Microsoft Excel skills
            • Advanced Microsoft PowerPoint skills
            • Ability to understand client concerns, questions, and problems
            • Excellent verbal, written, and interpersonal communication skills
            • A Masters of Business Administration (MBA)
            • Leadership skills including the ability to influence effectively in a matrix environment
            • Ability to influence across all organizational levels, particularly senior management
            • Experience conducting project meetings, presentations and status reportingOther Desired Qualifications
              • 10+ years of experience from either a top management consulting firm, or from internal consulting group for financial services firm (7 years level 4)
              • Experience with banking, wealth management/brokerage, and/or asset management
              • Proven problem structuring and solving experience
              • Strong analytical acumen and skill set, applying quantitative and qualitative analytical approaches
              • Experience presenting to and collaborating with all levels of firm, including executives
              • Experience in influencing, leading and managing cross functional teamsJob Expectations
                • Ability to travel up to 25% of the timeSalary InformationTo be determinedStreet AddressNY-New York: 150 E 42nd St - New York, NYNC-Charlotte: 401 S Tryon St - Charlotte, NCMO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MODisclaimerAll 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.Benefits SummaryBenefits Visit for benefits information.

Keywords: Wells Fargo, New York , Strategy Consultant 4, Wealth & Investment Management (WIM), Professions , New York, New York

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