📌 Core Information
🔹 Job Title: Lead Product, Marketing & Offers Execution Consultant
🔹 Company: Wells Fargo
🔹 Location: Chandler, AZ; Irving, TX; Charlotte, NC; Phoenix, AZ
🔹 Job Type: Full-Time, Hybrid
🔹 Category: Financial Services
🔹 Date Posted: May 14, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (up to 10% travel)
🚀 Job Overview
Key aspects of this role include:
- Leading cross-functional teams to drive sales growth and client deepening
- Partnering with marketing and product teams to design offers and conversation guides
- Providing sales enablement and integration support for small business banking teams
- Analyzing business performance and identifying opportunities for improvement
ASSUMPTION: This role requires a strong understanding of sales processes, client management systems, and small business banking products and services. Experience in strategic planning and cross-functional leadership is also crucial.
📋 Key Responsibilities
✅ Serve as the subject matter expert in executing sales processes and client deepening strategic goals
✅ Lead cross-functional teams to support the strategic approach of business around growth tactics across sales, product, and digital
✅ Partner with marketing and key product partners to design offers, conversation guides, and insights delivered through the client management system to drive growth across multiple segments
✅ Provide Small Business Sales leadership direction and facilitate ongoing planning of sales enablement roadmap around sales growth initiatives
✅ Partner to execute on driving banker productivity and efficiencies with Small & Business Banking sales teams across all business segments
✅ Identify focus areas of opportunity both in business and performance gaps as part of business reviews ultimately measured through P&L impact
ASSUMPTION: This role involves frequent collaboration with various teams and stakeholders, requiring strong communication and project management skills.
🎯 Required Qualifications
Education: Bachelor's degree or equivalent experience
Experience: 5+ years of business execution, implementation, or strategic planning experience
Required Skills:
- Proven experience in executing sales processes and client deepening strategic goals
- Strong leadership and team management skills
- Excellent communication and collaboration skills
- Ability to analyze data and identify trends
- Familiarity with client management systems
Preferred Skills:
- 2+ years of experience executing sales process and client deepening strategic goals
- 1+ years of experience designing offers, conversation guides
- Previous experience leading cross-functional teams supporting the strategic approach of business around growth tactics across sales, product, and digital
- 1+ years of banking experience, preferably in Small Business Banking
- Strong understanding of small & business banking products and services
ASSUMPTION: While a degree is preferred, relevant experience may be considered equivalent. Experience in the banking industry, particularly in small business banking, is highly desirable.
💰 Compensation & Benefits
Salary Range: $120,000 - $160,000 (based on industry standards for this role and experience level)
Benefits:
- Health, dental, and vision insurance
- 401(k) matching
- Paid time off
- Employee discounts
Working Hours: Full-time, hybrid schedule with up to 10% travel
ASSUMPTION: The salary range provided is an estimate based on industry standards for this role and experience level. Actual compensation may vary based on factors such as location, skills, and qualifications.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees
Founded: 1852
Company Description:
- Wells Fargo & Company 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.
- The company 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, and mobile banking.
Company Specialties:
- Business Banking
- Wholesale banking
- Mortgage
- Consumer Finance
- Commercial Finance
Company Website: http://www.wellsfargo.com
ASSUMPTION: Wells Fargo is a large, well-established financial institution with a broad range of products and services. This role is part of the Consumer, Small & Business Banking division, focusing on small business banking.
📊 Role Analysis
Career Level: Mid-level to senior
Reporting Structure: This role reports to the Sales Enablement & Integration team within Consumer, Small & Business Banking.
Work Arrangement: Hybrid (up to 10% travel)
Growth Opportunities:
- Potential to move into management or leadership roles within the sales enablement or small business banking teams
- Opportunities to work on high-impact projects and initiatives
- Access to training and development programs to enhance skills and advance career
ASSUMPTION: This role offers opportunities for career growth and development within Wells Fargo's extensive financial services organization.
🌍 Location & Work Environment
Office Type: Hybrid (up to 10% travel)
Office Location(s): Chandler, AZ; Irving, TX; Charlotte, NC; Phoenix, AZ
Geographic Context:
- Chandler, AZ: Suburban area with a mix of urban and rural environments
- Irving, TX: Suburban area near Dallas with a mix of urban and rural environments
- Charlotte, NC: Urban area with a mix of urban and suburban environments
- Phoenix, AZ: Urban area with a mix of urban and suburban environments
Work Schedule: Full-time, with up to 10% travel required
ASSUMPTION: This role requires occasional travel, with the majority of work being performed in a hybrid work environment.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screen with HR
- In-person or video interview with hiring manager
- Final interview with senior leadership
Key Assessment Areas:
- Sales and marketing expertise
- Leadership and team management skills
- Data analysis and problem-solving skills
- Cultural fit and alignment with Wells Fargo values
Application Tips:
- Highlight relevant experience in executing sales processes, designing offers, and leading cross-functional teams
- Tailor your resume and cover letter to emphasize skills and experiences that match the required and preferred qualifications
- Prepare for behavioral and situational interview questions that focus on your problem-solving, leadership, and communication skills
ATS Keywords: Sales process, client deepening, strategic planning, cross-functional leadership, marketing, product management, small business banking, sales enablement, performance analysis, banker productivity, offer design, conversation guides, client management systems, growth tactics, business integration, risk management
ASSUMPTION: Wells Fargo uses an Applicant Tracking System (ATS) to screen and rank resumes based on relevant keywords. Including these keywords in your resume can improve your chances of being selected for an interview.
🛠️ Tools & Technologies
- Client management systems (e.g., Salesforce, Microsoft Dynamics)
- Data analysis and visualization tools (e.g., Excel, Power BI)
- Project management tools (e.g., Asana, Jira)
- Communication and collaboration tools (e.g., Microsoft Office Suite, Slack)
ASSUMPTION: Familiarity with these tools and technologies is preferred, but not always required. Wells Fargo provides training and resources to help employees develop the skills they need to succeed in their roles.
👔 Cultural Fit Considerations
Company Values:
- Putting our customers first
- Acting with integrity
- Fostering an inclusive environment
- Respecting and valuing each other
- Working together for the common good
Work Style:
- Collaborative and team-oriented
- Data-driven and analytical
- Adaptable and responsive to change
- Results-focused and accountable
Self-Assessment Questions:
- How have you demonstrated your ability to put customers first in previous roles?
- Can you provide an example of a time when you acted with integrity, even when faced with a difficult decision?
- How do you foster an inclusive environment, and how have you supported diversity, equity, and inclusion initiatives in the past?
ASSUMPTION: Wells Fargo values a diverse and inclusive work environment. Candidates who can demonstrate their commitment to these values and principles will be more likely to succeed in the organization.
⚠️ Potential Challenges
- Managing multiple priorities and deadlines in a fast-paced environment
- Navigating a large, complex organization with multiple stakeholders
- Adapting to changes in business priorities and strategies
- Balancing the demands of a hybrid work schedule with occasional travel
ASSUMPTION: These challenges are common in a dynamic, large-scale financial services organization. Successful candidates will be able to manage their time effectively, communicate clearly, and adapt to change.
📈 Similar Roles Comparison
- This role is similar to a Sales Enablement Manager or a Product Marketing Manager, but with a stronger focus on executing sales processes and driving growth through offers and insights
- In the financial services industry, this role is similar to those found in retail banking, wealth management, or insurance, with a focus on small business banking
- Career paths for this role may include moving into sales leadership, product management, or marketing management within Wells Fargo or other financial services organizations
ASSUMPTION: This role is unique to Wells Fargo's small business banking division, but shares similarities with other sales enablement, product marketing, and small business banking roles in the financial services industry.
📝 Sample Projects
- Developing and executing a strategic plan to drive growth in small business banking through targeted offers and insights
- Leading a cross-functional team to redesign the client onboarding process to improve customer satisfaction and retention
- Analyzing sales performance data to identify trends and opportunities for improvement, and developing data-driven recommendations to drive growth
ASSUMPTION: These sample projects are based on the key responsibilities and required qualifications for this role. Successful candidates will have experience working on similar projects or initiatives.
❓ Key Questions to Ask During Interview
- Can you describe the current state of the sales process for small business banking, and what areas are ripe for improvement?
- How does this role fit into the overall sales enablement and integration strategy for small business banking?
- What are the most pressing business challenges facing the small business banking division, and how can this role help address them?
- How does Wells Fargo support the growth and development of employees in this role?
- What is the work-life balance like for employees in this role, and how does the hybrid work arrangement support that?
ASSUMPTION: These questions are designed to help candidates better understand the role, the team, and the company, and to demonstrate their interest and engagement in the interview process.
📌 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, including the required and preferred qualifications listed in the job description
- Prepare for interviews by researching Wells Fargo, the small business banking division, and the specific team and role you're applying for
- Follow up with the hiring manager or HR representative after your interview to express your interest in the role and reiterate your qualifications
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
