📌 Core Information
🔹 Job Title: Lead Small Business Growth Philanthropy Specialist
🔹 Company: Wells Fargo
🔹 Location: Charlotte, North Carolina, United States
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 30, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (Charlotte, NC)
🚀 Job Overview
Key aspects of this role include:
- Strategic leadership and operational support for a national Small Business Growth (SBG) grant portfolio
- Collaboration with key stakeholders to advance small business growth initiatives
- Hybrid work schedule with travel up to 30% of the time
- Positioning at 401 South Tryon Street, Charlotte, NC
ASSUMPTION: This role requires a balance of strategic thinking, operational execution, and stakeholder collaboration to drive impact in the SBG grant portfolio.
📋 Key Responsibilities
✅ Manage day-to-day activities of the Small Business Philanthropy grant program and grantees
✅ Develop Request for Proposal (RFP) processes and tools to hold grantees accountable for their deliverables
✅ Establish metrics, measure impact and effectiveness of the grant program
✅ Conduct due diligence necessary to evaluate proposals and manage risk
✅ Work with grantees to anticipate challenges in meeting deliverables and escalate as needed
✅ Partner with leadership to calibrate the grant portfolio and align with business objectives
✅ Develop monthly reports and data visualizations, highlighting performance and inefficiencies
✅ Serve as a SME and provide updates on grantee progress, best practices and community priorities
✅ Drive market activations and amplify storytelling opportunities along with the mission of SBG
✅ Develop relationships with key government, philanthropic, nonprofit and community leaders
ASSUMPTION: This role involves a mix of strategic planning, operational management, and stakeholder engagement to ensure the success of the SBG grant portfolio.
🎯 Required Qualifications
Education: Not specified
Experience: 5+ years of Community Impact or Sustainability experience
Required Skills:
- Proven experience in grant management or related field
- Strong analytical and data visualization skills
- Excellent communication and presentation skills
- Ability to build and maintain strong relationships with stakeholders
- Proven ability to manage risk and conduct due diligence
- Experience working with government, philanthropic, nonprofit, and community leaders
Preferred Skills:
- Experience managing a grant program at the national level
- Experience developing financial projections and analyzing variances for community impact initiatives
- Experience assessing small business challenges and identifying efficiencies or program improvements
- Experience developing executive-level presentations and data visualizations
- Experience presenting information that enhances understanding at all levels
- Experience building strong relationships and collaborating across large organizations
ASSUMPTION: While a specific degree is not mentioned, a bachelor's degree in a relevant field (e.g., Nonprofit Management, Public Administration, or a related discipline) would be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $85,000 - $120,000 per year (Estimated based on industry standards for similar roles and experience levels)
Benefits:
- Medical, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee stock purchase plan
- Tuition assistance and student loan assistance
- Adoption and surrogacy assistance
Working Hours: Full-time, with a hybrid work schedule and up to 30% travel
ASSUMPTION: The salary range is estimated based on industry standards for similar roles and experience levels. Actual compensation may vary based on factors such as skills, experience, and internal equity.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, with a focus on small business growth and philanthropy
Company Size: 10,001+ employees, providing a large and diverse work environment
Founded: 1852, with a rich history and established reputation in the financial industry
Company Description:
- Wells Fargo is a diversified, community-based financial services company with approximately $1.9 trillion in assets.
- The company provides banking, investment, and mortgage products and services, as well as consumer and commercial finance.
- Wells Fargo 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: Wells Fargo
ASSUMPTION: Wells Fargo's extensive experience and resources in the financial industry provide a strong foundation for the SBG grant portfolio.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and advancement within the organization
Reporting Structure: This role reports directly to the head of Small Business Growth Philanthropy
Work Arrangement: Hybrid, with a flexible work schedule and up to 30% travel
Growth Opportunities:
- Potential advancement within the Small Business Growth Philanthropy team or related departments
- Opportunities to expand skills and expertise in grant management, stakeholder engagement, and data analysis
- Possibility to take on additional responsibilities or lead projects as the role evolves
ASSUMPTION: This role offers opportunities for professional growth and development within the organization.
🌍 Location & Work Environment
Office Type: Hybrid, with a primary office location at 401 South Tryon Street, Charlotte, NC
Office Location(s): Charlotte, NC
Geographic Context:
- Charlotte, NC is the largest city in North Carolina and the 17th-most populous city in the United States.
- The city is known for its urban development, financial services, and transportation infrastructure.
- Charlotte offers a diverse range of cultural attractions, including museums, theaters, and sports teams.
Work Schedule: Full-time, with a hybrid work schedule and up to 30% travel
ASSUMPTION: The hybrid work arrangement provides flexibility and a balance between on-site collaboration and remote work.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- In-person or virtual interview with the hiring manager and team members
- Final interview with the head of Small Business Growth Philanthropy
Key Assessment Areas:
- Grant management experience and skills
- Analytical and data visualization abilities
- Communication and presentation skills
- Stakeholder engagement and relationship-building capabilities
- Risk management and due diligence experience
Application Tips:
- Highlight relevant grant management experience and achievements in your resume
- Tailor your cover letter to demonstrate your understanding of the SBG grant portfolio and its impact on small business growth
- Prepare examples of data visualizations and reports that showcase your analytical skills
- Research Wells Fargo's commitment to small business growth and philanthropy to show your enthusiasm for the role
ATS Keywords: Small Business Growth, Philanthropy, Grant Management, Data Analysis, Stakeholder Engagement, Risk Management
ASSUMPTION: The interview process will focus on assessing the candidate's grant management experience, analytical skills, and cultural fit within the organization.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Data visualization tools (e.g., Tableau, Power BI)
- Project management software (e.g., Asana, Trello)
- Grant management software (e.g., Fluxx, Foundant)
ASSUMPTION: Proficiency in relevant software and tools is essential for success in this role.
👔 Cultural Fit Considerations
Company Values:
- Putting our customers first
- Acting with integrity
- Fostering an inclusive environment
- Delivering results with excellence
- Building strong relationships
Work Style:
- Collaborative and team-oriented
- Adaptable and responsive to change
- Data-driven and analytical
- Strong communication and presentation skills
- Ability to build and maintain strong relationships with stakeholders
Self-Assessment Questions:
- How have you demonstrated your ability to manage a grant portfolio and drive impact in previous roles?
- Can you provide an example of a time when you had to anticipate challenges and escalate issues with grantees?
- How do you approach building and maintaining strong relationships with stakeholders, including government, philanthropic, nonprofit, and community leaders?
ASSUMPTION: Candidates who align with Wells Fargo's values and work style will be more likely to succeed in this role.
⚠️ Potential Challenges
- Managing a national grant portfolio may require extensive travel and coordination with grantees across different time zones
- Balancing strategic planning and operational execution can be challenging, requiring strong organizational skills and prioritization
- Working with a diverse range of stakeholders may present unique communication and engagement challenges
- Ensuring the effective use of resources and maximizing impact may require continuous evaluation and adjustment of grant portfolio strategies
ASSUMPTION: These challenges can be mitigated through strong project management, effective communication, and a commitment to continuous learning and improvement.
📈 Similar Roles Comparison
- This role differs from other grant management positions in its focus on small business growth and philanthropy, requiring a unique blend of skills and expertise
- Industry-specific context: The financial services industry provides a unique perspective on small business growth and economic development
- Career path comparison: This role offers opportunities for growth and advancement within the organization, with potential paths into related departments or leadership positions
ASSUMPTION: Understanding the unique aspects of this role and its industry context will help candidates tailor their applications and prepare for interviews.
📝 Sample Projects
- Developing and implementing a new RFP process for the SBG grant portfolio, including tools to track grantee progress and hold them accountable for deliverables
- Conducting a comprehensive review of the SBG grant portfolio to identify inefficiencies and opportunities for improvement, and presenting findings to leadership
- Collaborating with key stakeholders to develop and execute a market activation strategy that amplifies the mission of SBG and drives small business growth
ASSUMPTION: These sample projects illustrate the strategic and operational aspects of the role, as well as the importance of stakeholder engagement and collaboration.
❓ Key Questions to Ask During Interview
- Can you describe the current state of the SBG grant portfolio and its impact on small business growth?
- How does this role fit into the broader organizational structure, and what are the key priorities for the first 90 days?
- What are the most significant challenges facing the SBG grant portfolio, and how can this role address them?
- How does Wells Fargo support the professional growth and development of its employees in this role?
- What are the key performance indicators (KPIs) for this role, and how will success be measured?
ASSUMPTION: Asking thoughtful and informed questions demonstrates the candidate's interest in the role and commitment to driving impact in the SBG grant portfolio.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant grant management experience, skills, and achievements
- Write a cover letter that demonstrates your understanding of the SBG grant portfolio and its impact on small business growth
- Prepare examples of data visualizations and reports that showcase your analytical skills
- Follow up with the hiring manager one week after submitting your application to express your interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
