🔹 Job Title: Business Growth Strategy Consultant - Investment & Product Consulting
🔹 Company: Wells Fargo
🔹 Location: St. Louis, Missouri, United States (Primary) & Charlotte, North Carolina, United States (Secondary)
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: May 27, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site (Hybrid possible)
Key aspects of this role include:
ASSUMPTION: This role requires a strong understanding of investment products and services, as well as excellent communication and relationship-building skills. Familiarity with Wells Fargo's investment offerings and compliance regulations is also beneficial.
✅ Work with investment professionals to incorporate guidance and recommendations from the Wells Fargo Investment Institute to help determine appropriate solutions for client portfolios
✅ Network and connect with subject matter experts across the Investment Solutions COE to develop the expertise and knowledge required to connect investment themes and recommendations to appropriate products and solutions
✅ Support investment implementation by staying apprised of technology changes, product updates, new resources, and how investment professionals might implement these solutions for their clients
✅ Be the primary source of contact for investment professionals regarding research-directed portfolio management solutions, offering program education, marketing resources, and insight into program features and functionality
✅ Collaborate and consult with colleagues, product managers, and other partners to provide service excellence to investment professionals
✅ Utilize phone and email to respond to inquiries from investment professionals
✅ Participate in planning and execution of tactical activities and projects within Investment & Product Consulting that support efforts to create efficiencies within the department
✅ Ensure adherence to risk and compliance regulations and policies
ASSUMPTION: This role involves a high degree of collaboration and communication with various stakeholders, requiring strong interpersonal skills and the ability to manage multiple priorities.
Education: Bachelor's degree in Business, Finance, Economics, or a related field (or equivalent experience)
Experience: 2+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
Required Skills:
Preferred Skills:
ASSUMPTION: While not explicitly stated, having a Series 7 or 65 license could be beneficial for this role, as it demonstrates a strong understanding of investment products and services.
Salary Range: $70,000 - $100,000 per year (Estimated, based on industry standards for similar roles at Wells Fargo)
Benefits:
Working Hours: Full-time (Typically 8:00 AM - 5:00 PM, Monday - Friday, with flexibility for specific projects or needs)
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles at Wells Fargo. Actual compensation may vary based on factors such as experience, skills, and performance.
Industry: Financial Services. Wells Fargo is one of the largest and oldest financial institutions in the United States, offering a wide range of banking, investment, and financial services.
Company Size: 10,001+ employees. As a large organization, Wells Fargo offers numerous opportunities for career growth and development.
Founded: 1852. Wells Fargo has a rich history and a strong reputation for financial stability and customer service.
Company Description:
Company Specialties:
Company Website: Wells Fargo
ASSUMPTION: Wells Fargo's extensive product offerings and large customer base make it an attractive employer for those seeking a diverse and dynamic work environment.
Career Level: Mid-level. This role requires a balance of strategic thinking and tactical execution, with opportunities for growth and advancement within the organization.
Reporting Structure: This role reports to the Head of Investment & Product Consulting within the Investment Solutions Center of Excellence.
Work Arrangement: On-site, with potential for hybrid or remote work depending on business needs and team preferences.
Growth Opportunities:
ASSUMPTION: Given Wells Fargo's size and diversity, there are numerous opportunities for career growth and development within the organization.
Office Type: Corporate headquarters or regional office. Wells Fargo has multiple locations across the United States and internationally.
Office Location(s): 2801 Market Street – Saint Louis, MO & 550 South Tryon Street – Charlotte, NC
Geographic Context:
Work Schedule: Full-time, with potential for flexible scheduling or remote work depending on business needs and team preferences.
ASSUMPTION: Both St. Louis and Charlotte offer vibrant urban environments with numerous cultural, recreational, and dining options, as well as affordable housing and strong job markets.
Typical Process:
Key Assessment Areas:
Application Tips:
ATS Keywords: Business Growth Strategy, Investment Product Experience, Service Excellence, Relationship Building, Communication, Research, Portfolio Management, Compliance, Consultation, Collaboration, Technology Awareness, Training, Education, Project Planning, Marketing Resources, Risk Management
ASSUMPTION: Wells Fargo's application process is designed to assess candidates' skills and cultural fit, with a focus on behavioral interviews and practical exercises.
ASSUMPTION: The specific tools and technologies required for this role may vary depending on the team's preferences and the projects at hand.
Company Values:
Work Style:
Self-Assessment Questions:
ASSUMPTION: Wells Fargo's company culture emphasizes customer focus, integrity, collaboration, and continuous improvement, with a strong commitment to diversity, equity, and inclusion.
ASSUMPTION: These challenges are common to roles within large financial institutions and can be mitigated through strong communication, collaboration, and adaptability.
ASSUMPTION: While this role shares similarities with other investment-related positions, its unique focus on guidance and implementation support sets it apart within the industry.
ASSUMPTION: These sample projects illustrate the diverse range of responsibilities and opportunities available within this role, highlighting the importance of adaptability and continuous learning.
ASSUMPTION: Asking thoughtful and insightful questions demonstrates your interest in the role and commitment to success, while also providing valuable information to help you make an informed decision.
To apply for this position:
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.