Wells Fargo
Lead Business Execution Consultant - Sales Planning & Strategic Initiatives
Be an Early Applicant
Leads enterprise strategic initiatives supporting sales planning, coverage strategy, forecasting, performance management, and business execution. Owns projects from planning through implementation, coordinating cross-functional teams, governance, milestones, risks, dependencies, stakeholder engagement, and executive communications. Develops actionable plans, metrics, recommendations, and reporting while driving accountability and adoption across business, sales, analytics, technology, risk, and product partners.
About this role:
Wells Fargo is seeking a Lead Business Execution Consultant to join the Sales Planning & Coverage team within Sales Planning & Enablement organization. This role will serve as a lead project and initiative owner responsible for driving strategic business initiatives that support sales performance, banker productivity, coverage strategy, business planning, and organizational priorities across Wells Fargo Business Banking.
The role will act as a key liaison across multiple functions, leading complex projects from planning through execution while ensuring alignment, accountability, risk management, and adoption. The successful candidate will combine strong business acumen, strategic thinking, project leadership, and executive communication skills to help deliver critical business outcomes.
This role supports enterprise capabilities related to sales planning, coverage strategy, reporting, forecasting, performance management, and business insights.
In this role, you will:
22 Sep 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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 .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.
Wells Fargo is seeking a Lead Business Execution Consultant to join the Sales Planning & Coverage team within Sales Planning & Enablement organization. This role will serve as a lead project and initiative owner responsible for driving strategic business initiatives that support sales performance, banker productivity, coverage strategy, business planning, and organizational priorities across Wells Fargo Business Banking.
The role will act as a key liaison across multiple functions, leading complex projects from planning through execution while ensuring alignment, accountability, risk management, and adoption. The successful candidate will combine strong business acumen, strategic thinking, project leadership, and executive communication skills to help deliver critical business outcomes.
This role supports enterprise capabilities related to sales planning, coverage strategy, reporting, forecasting, performance management, and business insights.
In this role, you will:
- Lead large-scale strategic initiatives and business programs from concept through implementation.
- Develop project plans, governance structures, milestones, dependencies, and success metrics for high-priority business initiatives.
- Coordinate cross-functional teams consisting of sales, enablement, operations, analytics, risk, technology, and product partners.
- Drive initiative execution by facilitating decision-making, monitoring progress, escalating risks, and ensuring accountability.
- Partner with leaders to assess business opportunities, identify execution implications, and develop implementation strategies.
- Create executive-level presentations, recommendations, status reporting, and business reviews.
- Translate strategic objectives into actionable work plans and measurable outcomes.
- Identify process improvement opportunities that enhance organizational effectiveness and business performance.
- Support annual planning, sales coverage strategies, business forecasting, and performance management initiatives.
- Lead readiness, communication, and stakeholder engagement efforts for major organizational and business initiatives.
- Facilitate enterprise-wide working sessions, steering committees, and governance forums.
- Influence stakeholders across multiple levels without direct management authority.
- Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
- Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
- Review strategic approaches and effectiveness of support function and business performance
- Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
- Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
- Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
- Influence, guide and lead less experienced Strategy and Execution staff within the group
- 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
- Proven experience leading enterprise-level, cross-functional initiatives within a large financial services organization, preferably supporting Business Banking, Consumer Lending, or related commercial products.
- Strong background in execution governance and performance management, including OKRs, roadmaps, executive reporting, and senior-leader presentations.
- Demonstrated ability to identify, manage, and escalate risks and dependencies, with experience partnering closely with Risk, Compliance, Legal, and Control functions.
- Experience driving strategic alignment and integration across multiple business segments, ensuring priorities are embedded in broader enterprise initiatives and operating cadences.
- Advanced stakeholder management and influence skills, with a track record of leading through complexity, ambiguity, and matrixed environments.
- Business Banking experience, with strong understanding of small and mid-size business client needs, lending products, sales practices, and operating models, and the ability to translate those insights into effective enterprise execution and prioritization.
22 Sep 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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 .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.
Wells Fargo San Francisco, California, USA Office
420 Montgomery St, San Francisco, CA, United States, 94103
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