The ideal candidate will be expected to:
- Directly support the desks in operating effectively, efficiently and responsibly
- Be involved in such topics as business planning, new products and licenses, system upgrades / enhancements, regulatory reforms, audits, remediations, expense management, process and control risk assessments etc
- Proactively establish and develop relationships with key stakeholders globally across the businesses, COO teams and functional partners to effectively perform the role
Responsibilities:
- Analyze market and internal data to support desks in compiling opportunity analyses/business cases
- Understand the dimensions of the global product strategies and the roles/relationships of the local desks in those strategies
- Track and drive the portfolio of business initiatives, ranging from new products to audits
- Identify business KPIs, agree them with business stakeholders and track and report on them
- Deep dive issues/incidents and challenge support partners in their activities and develop action plans
- Identify and implement operating and cost efficiencies across the Front-To-Back (“FTB”)
- Develop procedures for the desks (adhering to firm wide standards) and run regular review routines to ensure they remain up to date
- Serve as a subject matter expert on business booking models/activities and link those models/activities to controls, processes, intercompany agreements, licenses, financials
- Build and maintain strong relationships with the businesses, COOs and functions to stay on top of personnel, regulatory, system, tooling changes
- Know and understand the regulatory requirements associated with the footprint of the businesses and connection between those requirements and the controls/processes run within the team/business
- Drive the evolution of the support model for the desks and ensure their requirements are continually met
- Drive the development of offshore capabilities, partnering with the global lead in the US to ensure control/process migrations are done thoughtfully and with clear accountability
- Develop and maintain Business Continuity Plans for the desks
- Support reporting obligations – management, entity, regulatory
- Run BAU routines to support the business and COO team
Required Qualifications:
- 5+ 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:
- More than 10 years of experience working within an investment Bank
- Deep understanding of markets, including products, services, clients and regulatory environments
- Experience in having direct accountability to a business line
- Experience in Sales FTB processes and controls and regulatory environments
- Experience in running multiple concurrent projects and playing various roles within them (data analyst, BA, PM etc.)
- Experience in working with senior executives requiring high quality work but under time pressure
- Experience in dealing with complex problems that require multiple global stakeholders to solve
- Experience in dealing with complex data sets and translating the data into information/key messages
Skillsets:
- Meticulous attention to detail whilst able to present information at the intended audience’s level
- Self-starter who is solution orientated and constantly acts on opportunities for continuous improvement
- Builds trust and operates with discretion and integrity
- Scrutinizes the first answer, evaluates alternatives, considers perspectives and tests assumptions
- Exceptional organizational and project management skills
- Strong interpersonal and communication skills
- Ability to influence/negotiate and build consensus with stakeholders across all levels
- Ability to run multiple concurrent tasks whilst playing varying roles in their execution
- Ability to quickly understand and synthesize complex information sets and identify themes/connections
- Ability to work independently and as part of a team
- Expert skills in MS Excel, PowerPoint, SharePoint and Visio
30 Oct 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.