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Wells Fargo Senior Lead Business Execution Consultant (Portfolio Engagement) in CHARLOTTE, North Carolina

About this role:

Wells Fargo is seeking a Senior Lead Business Execution Consultant (Portfolio Engagement). The role requires outlining new omni-channel strategies and optimizing existing operations that deepen relationships to drive growth for the merchant services customer portfolio. This individual will drive efforts supporting multiple groups including sales, product, and marketing teams specific to merchant services customers. This individual will strategize engagement opportunities and partner with product marketing and creative teams to deliver collateral and seamless customer experiences. This individual should be able to convey extensive leadership driving successful customer outcomes in the merchant services domain. For additional information on this line of business, refer to the external Careers Site at www.wellsfargojobs.com

In this role, you will:

  • Collaborate with Product, Sales, Marketing, Legal, Risk and Compliance partners to strategize, plan and execute a variety of programs for the existing merchant portfolio

  • Develop engaging onboarding strategies executed across marketing channels and segments to drive early product adoption

  • Identify and execute engagement programs and strategies to grow the portfolio and minimize merchant pain points, leveraging data and insights

  • Provide recommendations on how and when to introduce new and modified product/feature offerings to existing merchant segments

  • Deliver best-in-class creative through partnership with internal and external agencies, aligned with positioning across merchant segments and industry verticals.

  • Maintain an inventory and establish rigor around all existing merchant communications, (including those deployed by external partners) to ensure awareness, approval, and consistent calls to action across the merchant lifecycle

  • Consistently monitor engagement and attrition metrics to identify opportunities to deliver value that grows and retains the existing merchant portfolio

  • Act as an expert in merchant services industry trends, evaluating the competitive landscape and understanding in-market positioning, offers and most effective marketing channels

  • Have direct influence and responsibility for activation, revenue, and attrition metrics

Required Qualifications:

  • 7+ 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

Desired Qualifications:

  • Experience in financial services and understanding of the Merchant Services business

  • Marketing or creative agency experience leading strategic marketing campaigns, creative brief writing and guiding creative development

  • Experience writing business requirements, leading campaign execution, and analyzing results

  • Highly detailed and action-oriented, with a sense of urgency and focus on flawless execution

  • Passionate about driving results and fostering an agile test & learn mindset

  • Excellent verbal, written, interpersonal communication and presentation skills

  • Proven ability to manage and coordinate multiple initiatives simultaneously

  • Demonstrated experience fostering strong partnerships, promoting teamwork, and communicating effectively to various levels of staff and management

  • Ability to successfully operate in a complex and matrixed environment

Job Expectations:

  • This position is not eligible for visa sponsorship

  • This opportunity provides a hybrid work schedule at one of the posted locations:

  • 1100 Abernathy Rd Atlanta, GA 30328

  • 550 S Tryon Charlotte, NC 28262

Posting End Date:

5 Jan 2025

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-422039

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