📌 Core Information
🔹 Job Title: Lead Business Growth Strategy Consultant
🔹 Company: Wells Fargo
🔹 Location: St. Louis, Missouri, United States (Hybrid)
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: May 13, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site/Hybrid
🚀 Job Overview
Key aspects of this role include:
- Developing and managing a comprehensive National Sales content and communication strategy for Wealth & Investment Management (WIM).
- Collaborating with leaders across the organization to drive engagement and deliver high-impact content that drives sales results.
- Leading complex initiatives for business development and acting as a key participant in large-scale planning initiatives and growth opportunities in assigned markets.
- Analyzing and researching complex business challenges within the Business Growth Strategy functional area.
- Ensuring adherence with compliance regulations and policies within the Business Growth Strategy functional area.
ASSUMPTION: This role requires a strategic mindset, strong communication skills, and the ability to work effectively with various stakeholders. The ideal candidate will have a solid understanding of the WIM business and a strong lens on risk.
📋 Key Responsibilities
✅ Develop and manage a comprehensive National Sales content and communication strategy for WIM, with a primary focus on weekly calls and email content distribution.
✅ Lead complex initiatives for business development, including those that are cross-functional with broad impact, and act as a key participant in large-scale planning initiatives and growth opportunities in assigned markets.
✅ Review, analyze, and research complex, multi-faceted business challenges within the Business Growth Strategy functional area, which require in-depth evaluation of multiple factors, including intangibles or unprecedented factors.
✅ Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers.
✅ Ensure adherence with compliance regulations and policies within the Business Growth Strategy functional area.
✅ Make decisions on complex and multi-faceted development and growth strategies for designated markets, requiring a solid understanding of the Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead teams to meet business objectives, deliverables, and drive new initiatives.
✅ Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor.
ASSUMPTION: This role involves a high degree of collaboration and requires strong communication, critical thinking, and project management skills.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Finance, or a related field (or equivalent experience).
Experience: 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Required Skills:
- Strong understanding of the Wealth & Investment Management (WIM) business.
- Strong lens on risk with established key relationships across WIM.
- Ability to take initiative, work independently with minimal supervision, and demonstrate urgency and project management on assigned tasks.
- Effective critical thinking, communication, and credible challenge skills.
- Ability to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are important.
- Excellent verbal, written, and interpersonal communication skills.
- Strong experience with Microsoft Teams, with the ability to manage live calls, coordinate presentations, and drive seamless collaboration across a national audience.
- Strong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.
- Series 7 License.
Preferred Skills:
- Experience working with compliance, legal, and WIM Centers of Excellence to ensure the quality of calls.
- Familiarity with Wells Fargo's products, services, and culture.
ASSUMPTION: The ideal candidate will have a strong understanding of the WIM business and a proven track record in business growth strategy, risk management, and stakeholder collaboration.
💰 Compensation & Benefits
Salary Range: $120,000 - $160,000 per year (based on industry standards for this role, experience level, and location)
Benefits:
- Competitive benefits package, including health, dental, and vision insurance.
- 401(k) plan with company match.
- Paid time off and holidays.
- Employee stock purchase plan.
- Tuition assistance and professional development opportunities.
Working Hours: Full-time, hybrid schedule (2-3 days on-site per week)
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's experience and qualifications.
📌 Applicant Insights
🔍 Company Context
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, mortgage, and consumer and commercial finance products and 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 brand, providing stability and security for its employees.
Company Description:
- Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets.
- Wells Fargo'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, the internet (wellsfargo.com), and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy.
Company Specialties:
- Business Banking
- Wholesale banking
- Mortgage
- Consumer Finance
- Commercial Finance
Company Website: www.wellsfargo.com
ASSUMPTION: Wells Fargo's large size and diverse product offerings provide numerous opportunities for career growth and development within the organization.
📊 Role Analysis
Career Level: Mid to Senior-level role, with opportunities for growth and advancement within the organization.
Reporting Structure: This role reports directly to the Head of Business Growth Strategy for Wealth & Investment Management.
Work Arrangement: Hybrid schedule, with 2-3 days on-site per week.
Growth Opportunities:
- Potential to take on additional responsibilities and advance within the Business Growth Strategy team or explore opportunities in other areas of the organization.
- Access to professional development and training opportunities to enhance skills and knowledge.
- Chance to work on high-impact projects and initiatives that drive business growth and success.
ASSUMPTION: This role offers significant opportunities for career growth and development within Wells Fargo's Wealth & Investment Management division.
🌍 Location & Work Environment
Office Type: Hybrid work environment, with a combination of on-site and remote work.
Office Location(s): 2801 Market St, F & L Bldg., Saint Louis, MO 63103; 550 S Tryon St, Charlotte, NC 28202; 500 W 33rd St, New York, NY 10001
Geographic Context:
- Saint Louis, Missouri: Known for its vibrant arts scene, rich history, and affordable cost of living.
- Charlotte, North Carolina: A major financial hub with a growing tech industry and a diverse population.
- New York, New York: The global center for finance, media, and culture, with a fast-paced and competitive work environment.
Work Schedule: Full-time, with a hybrid work arrangement (2-3 days on-site per week).
ASSUMPTION: The hybrid work arrangement offers flexibility and a better work-life balance, while still providing opportunities for in-person collaboration and networking.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with a member of the HR team.
- Behavioral and situational interview with the hiring manager.
- Final interview with key stakeholders or panel discussion.
- Background check and reference checks (if applicable).
Key Assessment Areas:
- Strategic thinking and problem-solving skills.
- Communication and presentation skills.
- Collaboration and teamwork skills.
- Understanding of the Wealth & Investment Management business and industry trends.
Application Tips:
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
- Demonstrate your understanding of the Wealth & Investment Management business and the specific challenges faced by Wells Fargo in this area.
- Prepare examples of your ability to lead complex initiatives, analyze business challenges, and drive growth strategies.
ATS Keywords: Business Growth Strategy, Wealth & Investment Management, National Sales, Content Strategy, Compliance, Risk Management, Project Management, Stakeholder Collaboration, Microsoft Teams
ASSUMPTION: The interview process will focus on assessing the candidate's strategic thinking, communication skills, and understanding of the Wealth & Investment Management business and industry trends.
🛠️ Tools & Technologies
- Microsoft Teams
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Project management tools (e.g., Asana, Trello, JIRA)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
ASSUMPTION: The ideal candidate will have experience with Microsoft Teams and other collaboration tools, as well as strong proficiency in Microsoft Office Suite.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric: Wells Fargo prioritizes the needs and satisfaction of its customers.
- Collaborative: Wells Fargo fosters a culture of teamwork and collaboration across its various business lines and functions.
- Inclusive: Wells Fargo values diversity, equity, and inclusion, and strives to create an inclusive work environment for all employees.
Work Style:
- Results-driven: Wells Fargo expects its employees to take ownership of their work and deliver high-quality results.
- Adaptable: Wells Fargo values employees who are flexible, resilient, and able to adapt to change in a dynamic and evolving industry.
- Customer-focused: Wells Fargo prioritizes the needs and satisfaction of its customers, and expects its employees to do the same.
Self-Assessment Questions:
- Do you have a strong understanding of the Wealth & Investment Management business and industry trends?
- Are you comfortable working in a hybrid environment, with a combination of on-site and remote work?
- Do you have strong communication, collaboration, and project management skills?
ASSUMPTION: Wells Fargo values employees who are customer-centric, collaborative, and adaptable, and who prioritize the needs and satisfaction of its customers.
⚠️ Potential Challenges
- Managing multiple responsibilities and complex projects while meeting deadlines and achieving goals.
- Navigating a large and complex organization with numerous stakeholders and competing priorities.
- Balancing the need for strategic, long-term thinking with the demands of day-to-day tactical tasks and firefighting.
- Adapting to a hybrid work environment and maintaining effective communication and collaboration with remote team members.
ASSUMPTION: These challenges can be overcome with strong project management skills, effective communication, and the ability to prioritize and manage multiple responsibilities.
📈 Similar Roles Comparison
- This role is unique in its focus on developing and managing a comprehensive National Sales content and communication strategy for Wealth & Investment Management.
- Similar roles in other financial services organizations may have a broader focus on sales strategy, business development, or product management, rather than a specific focus on content and communication strategy.
- Career paths in this role may lead to advancement within the Business Growth Strategy team or exploration of opportunities in other areas of the organization, such as product management, sales leadership, or strategic consulting.
ASSUMPTION: This role offers a unique opportunity to specialize in National Sales content and communication strategy within the Wealth & Investment Management industry.
📝 Sample Projects
- Developing and implementing a comprehensive National Sales content and communication strategy for Wealth & Investment Management, with a focus on weekly calls and email content distribution.
- Leading a cross-functional team to analyze and address complex business challenges within the Business Growth Strategy functional area, requiring in-depth evaluation of multiple factors, including intangibles or unprecedented factors.
- Identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers, resulting in increased sales and market share.
ASSUMPTION: These sample projects demonstrate the strategic, analytical, and collaborative nature of the role, as well as the opportunity to drive meaningful business impact.
❓ Key Questions to Ask During Interview
- Can you describe the current state of the National Sales content and communication strategy for Wealth & Investment Management, and how this role will contribute to its evolution and improvement?
- How does this role collaborate with other teams and functions within Wells Fargo, such as compliance, legal, and WIM Centers of Excellence?
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does Wells Fargo support the professional development and growth of its employees in this role?
- What is the work-life balance like for this role, and how does Wells Fargo support employees in achieving a healthy work-life balance?
ASSUMPTION: These key questions will help you better understand the role, the team, and the organization, and assess whether this opportunity aligns with your career goals and personal values.
📌 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, with a focus on your understanding of the Wealth & Investment Management business and industry trends.
- Prepare examples of your ability to lead complex initiatives, analyze business challenges, and drive growth strategies.
- Follow up with the hiring manager one week after submitting your application to express your interest and reiterate your qualifications for the role.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
