📌 Core Information
🔹 Job Title: Business Growth Strategy Consultant - Investment & Product Consulting
🔹 Company: Wells Fargo
🔹 Location: St. Louis, Missouri, United States & Charlotte, North Carolina, United States
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: 2025-05-27
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site
🚀 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.
📋 Key Responsibilities
✅ 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 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.
💰 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.
📌 Applicant Insights
🔍 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.
📊 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.
💼 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.
🛠️ 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.
👔 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.
📈 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.
📝 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.
📌 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.
