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Business Initiatives Consultant 2

Company: Wells Fargo
Location: Saint Louis
Posted on: September 21, 2019

Job Description:

Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Investment Contact Center (ICC) provides service and support for clients of four of WIMs lines of business: Abbot Downing, Retirement, Wealth Management, and Wells Fargo Advisors (WFA). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have team members who work on support teams in business administration, operations, and business strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences.

In this role, the Business Initiative Consultant will partner with key contacts such as senior leaders, contact center managers and other operational partners to implement and execute key ICC business services and initiatives. This role will partner with business teams to identify and understand the impacts of business changes taking place across our ICC teams. In addition, will be responsible for leading cross functional virtual teams to develop implementation and change management plans, execute against objectives and deliver meaningful results that will have a significant impact on the Investment Contact Center. Change management initiatives needed to be managed may include a combination of functional support areas such as process improvement and redesign, partnering with senior leadership and other operational work processes and support activities.

Responsibilities include but are not limited to:


  • Partner with business teams to assess change related impacts and provide operational expertise with navigating through change events.
  • Leading cross functional execution focused teams across Wealth and Investment Management that require extensive implementation planning and execution
  • Develop and plan implementation approach in support of delivering against ICC and business specific objectives and priorities
  • Influencing and leading dialogue towards desired business targets and outcomes
  • Leading programs/initiatives through the implementation life cycle and end to end execution phases
  • Must be able to create compelling and persuasive presentation materials to communicate implementation planning, results and learnings to senior leadership
  • Supporting contact center teams on initiatives to define and identify implementation needs, assisting in the formulation and definition of change readiness tasks, execution of key objectives and provide strong leadership across cross functional working teams executing the change
  • Providing guidance, mentoring and leadership to less experienced team members
  • Responsible for miscellaneous business administrative requirements

    View the Working at Wells Fargo Investment Contact Center video on YouTube to learn more about what its like to work in the ICC. Hear unique team member perspectives about career development, engagement opportunities, and client service the foundation of our culture.

    Copy and paste this video URL into a new browser tab to hear what our ICC team members are saying: youtu.be/qoX6zB6YZlM

    Location: The prefered locations for this role are: Charlotte, NC; Salt Lake City, UT; Minneapolis, MN; and Saint Louis, MO. May be open to locations outside of the ICC footprint.Required Qualifications


    • 6+ years of experience in one or a combination of the following: project management, implementation, or strategic planning




      Desired Qualifications


      • Contact center experience
      • Ability to drive and lead organizational change in a dynamic environment
      • Ability to influence and collaborate at all internal organizational levels
      • Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills




        Other Desired Qualifications


        • Experience with supporting the Wealth and Investment Management business teams
        • Ability to develop and execute implementation activities that deliver on defined business vision, scope and goals
        • Ability to work across multi-functional lines of business with leading large scale initiatives and to influence across a wide matrix environment to exceed business and client focused needs
        • Ability to create effective story boards and interact with senior leaders in presenting plans and results
        • Strong implementation experience with managing multiple sized initiatives concurrently
        • Ability to build key relationships and communicate effectively with different leadership teams and support partners
        • Contact Center/Call Center organization experience


          Job Expectations


          • Ability to travel up to 20% of the time




            Street AddressMO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO

            NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC

            UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT

            MN-Minneapolis: 600 S 4th St - Minneapolis, MNDisclaimerAll 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.

Keywords: Wells Fargo, Florissant , Business Initiatives Consultant 2, Professions , Saint Louis, Missouri

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