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Business Growth Strategy Consultant - Investment & Product Consulting

Wells Fargo
Full-time
On-site
St. Louis, Missouri, United States
πŸš€ Growth Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Business Growth Strategy Consultant - Investment & Product Consulting

πŸ”Ή Company: Wells Fargo

πŸ”Ή Location: St. Louis, Missouri, United States & Charlotte, North Carolina, United States

πŸ”Ή Job Type: Full-Time

πŸ”Ή Category: Financial Services

πŸ”Ή Date Posted: 2025-05-27

πŸ”Ή Experience Level: 2-5 years

πŸ”Ή Remote Status: On-site

πŸš€ Job Overview

Key aspects of this role include:

  • Supporting the Investment Solutions Center of Excellence (COE) within the Investment & Product Consulting (I&PC) team
  • Providing investment guidance and implementation support for advisory programs and products
  • Collaborating with investment professionals and subject matter experts
  • Ensuring effective portfolio management solutions and adherence to compliance regulations

ASSUMPTION: This role requires a strong understanding of investment products and a proven ability to build relationships across a matrixed organization.

πŸ“‹ Key Responsibilities

βœ… Work with investment professionals to incorporate guidance and recommendations from the Wells Fargo Investment Institute to help determine appropriate solutions for client portfolios

βœ… 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

βœ… Support investment implementation by staying apprised of technology changes, product updates, new resources, and how investment professionals might implement these solutions for their clients

βœ… 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

βœ… Collaborate and consult with colleagues, product managers, and other partners to provide service excellence to investment professionals

βœ… Utilize phone and email to respond to inquiries from investment professionals

βœ… Participate in planning and execution of tactical activities and projects within Investment & Product Consulting that support efforts to create efficiencies within the department

βœ… Ensure adherence to risk and compliance regulations and policies

ASSUMPTION: This role involves a high degree of multitasking and requires strong organizational skills to manage multiple priorities and projects.

🎯 Required Qualifications

Education: Not specified

Experience: 2+ years of Business Growth Strategy experience

Required Skills:

  • Strong communication skills
  • Ability to build relationships across a matrixed organization
  • Proven initiative to independently research and respond to a wide variety of inquiries

Preferred Skills:

  • 2+ years of investment product experience
  • Experience providing service excellence to financial advisors through phones and email
  • Experience building relationships and communicating effectively with business partners across a matrixed organization

ASSUMPTION: While not explicitly stated, a bachelor's degree in a related field is likely expected for this role.

πŸ’° Compensation & Benefits

Salary Range: $70,000 - $120,000 per year (Estimated based on industry standards for similar roles at Wells Fargo)

Benefits:

  • Medical, dental, and vision insurance
  • 401(k) matching
  • Paid time off (vacation, sick, and holidays)
  • Employee stock purchase plan
  • Tuition assistance

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (Local time)

ASSUMPTION: The salary range 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 location.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Financial Services. Wells Fargo is one of the largest banks in the United States, offering a wide range of financial services and products.

Company Size: 10,001+ employees. As a large corporation, Wells Fargo offers numerous opportunities for career growth and development.

Founded: 1852. Wells Fargo has a rich history and a strong brand, providing stability and security for its employees.

Company Description:

  • Wells Fargo is a diversified, community-based financial services company with approximately $1.9 trillion in assets.
  • The company's vision is to satisfy customers' financial needs and help them succeed financially.
  • Wells Fargo provides banking, investment, and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, and various digital platforms.

Company Specialties:

  • Business Banking
  • Wholesale banking
  • Mortgage
  • Consumer Finance
  • Commercial Finance

Company Website: http://www.wellsfargo.com

ASSUMPTION: Wells Fargo's large size and diverse range of services provide numerous opportunities for career growth and development within the company.

πŸ“Š Role Analysis

Career Level: Mid-level. This role requires a combination of strategic thinking, strong communication skills, and a solid understanding of investment products.

Reporting Structure: The Business Growth Strategy Consultant reports to the Investment & Product Consulting team within the Investment Solutions Center of Excellence.

Work Arrangement: On-site. This role requires regular on-site presence to collaborate with investment professionals and subject matter experts.

Growth Opportunities:

  • Advancement within the Investment & Product Consulting team or other departments within Wells Fargo
  • Expanding expertise in investment products and portfolio management
  • Developing leadership and management skills

ASSUMPTION: The specific growth opportunities available will depend on the individual's performance, the needs of the business, and the overall economic climate.

🌍 Location & Work Environment

Office Type: Corporate office. Wells Fargo's offices are typically modern, professional environments with open-plan workspaces and collaborative areas.

Office Location(s): 2801 Market Street – Saint Louis, MO & 550 South Tryon Street – Charlotte, NC

Geographic Context:

  • Saint Louis, Missouri: A major Midwestern city with a diverse economy and a rich cultural scene
  • Charlotte, North Carolina: A rapidly growing city with a strong financial sector and a vibrant arts and culture scene

Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM (Local time) with flexibility for occasional remote work or adjusted hours as needed

ASSUMPTION: The specific work environment and schedule may vary depending on the office location and the needs of the business.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application submission
  • Phone or video screen with a member of the HR team
  • In-person or virtual interview with the hiring manager and/or team members
  • Background check and reference verification (if applicable)
  • Job offer and onboarding

Key Assessment Areas:

  • Investment product knowledge
  • Communication and interpersonal skills
  • Problem-solving and analytical skills
  • Adaptability and flexibility

Application Tips:

  • Tailor your resume and cover letter to highlight your relevant experience and skills for this role
  • Demonstrate your understanding of investment products and portfolio management
  • Showcase your ability to build relationships and collaborate effectively with others

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, Risk Management, Marketing Resources

ASSUMPTION: The application process may vary depending on the specific office location and the needs of the business.

πŸ› οΈ Tools & Technologies

  • Microsoft Office Suite (Word, Excel, PowerPoint)
  • Customer Relationship Management (CRM) software (e.g., Salesforce)
  • Portfolio management software (e.g., Bloomberg, FactSet)
  • Project management tools (e.g., Asana, Trello)

ASSUMPTION: The specific tools and technologies required may vary depending on the office location and the needs of the business.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Putting customers first
  • Acting with integrity
  • Working together
  • Innovating for the future
  • Performing with excellence

Work Style:

  • Collaborative and team-oriented
  • Results-driven and focused on delivering exceptional customer service
  • Adaptable and open to change
  • Strong communication and interpersonal skills

Self-Assessment Questions:

  • Do you have a strong understanding of investment products and portfolio management?
  • Are you able to build and maintain effective relationships with a diverse range of stakeholders?
  • Do you have strong communication and interpersonal skills, with the ability to adapt your communication style to different audiences?
  • Are you comfortable working in a fast-paced, dynamic environment with multiple priorities and projects?

ASSUMPTION: Wells Fargo values a diverse and inclusive work environment, and encourages applicants from all backgrounds to apply.

⚠️ Potential Challenges

  • Managing multiple priorities and projects simultaneously
  • Adapting to a fast-paced, dynamic work environment
  • Building and maintaining effective relationships with a diverse range of stakeholders
  • Keeping up-to-date with changes in investment products, technology, and regulations

ASSUMPTION: The specific challenges of this role may vary depending on the office location and the needs of the business.

πŸ“ˆ Similar Roles Comparison

  • Compared to other Business Growth Strategy roles, this position places a greater emphasis on investment product knowledge and portfolio management
  • Unlike some other financial services roles, this position requires a strong focus on customer service and relationship building
  • This role offers opportunities for career growth and development within Wells Fargo's Investment & Product Consulting team or other departments within the company

ASSUMPTION: The specific comparisons between this role and similar roles may vary depending on the industry and the company's specific needs.

πŸ“ Sample Projects

  • Developing and delivering training sessions on investment products and portfolio management for investment professionals
  • Collaborating with product managers to create marketing materials and resources for investment professionals
  • Conducting research on investment trends and themes to inform portfolio management strategies

ASSUMPTION: The specific projects required may vary depending on the office location and the needs of the business.

❓ Key Questions to Ask During Interview

  • What are the most pressing challenges facing the Investment & Product Consulting team currently, and how would this role contribute to addressing them?
  • How does this role fit into the overall strategy of the Investment Solutions Center of Excellence, and what are the key priorities for the first 90 days?
  • What opportunities are there for professional development and growth within this role and the broader Investment & Product Consulting team?
  • How does Wells Fargo support work-life balance for its employees, particularly in this role?
  • What is the typical career path for someone in this role, and what are the opportunities for advancement within Wells Fargo?

ASSUMPTION: The specific questions to ask during the interview may vary depending on the individual's personal and professional goals, as well as the company's specific needs.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume and cover letter to highlight your relevant experience and skills for this role
  • Prepare for the phone or video screen by researching Wells Fargo's investment products and portfolio management services
  • Prepare for the in-person or virtual interview by practicing your responses to common interview questions and thinking about your fit with the company's values and work style
  • Follow up with the hiring manager or HR representative within one week of your interview to express your interest in the role and ask about next steps in the process

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.