📌 Core Information
🔹 Job Title: Senior Business Growth Strategy Consultant
🔹 Company: Wells Fargo
🔹 Location: Charlotte, NC (Hybrid: 3 days in office/2 days remote)
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: April 29, 2025
🔹 Experience Level: Mid-Senior level (4+ years of experience)
🔹 Remote Status: Hybrid
🚀 Job Overview
Key aspects of this role include:
- Proactively driving new sales and managing pipeline opportunities
- Strategizing with clients to create customized plans for digital payment conversion success
- Educating customers on various payment processes and fraud prevention
- Collaborating with internal teams to optimize growth opportunities
- Working in a dynamic and complex environment, with a focus on risk management and compliance
ASSUMPTION: This role requires a balance of sales, strategy, and customer education skills, with a strong focus on digital payment initiatives and risk management.
📋 Key Responsibilities
✅ Proactively identify and manage pipeline opportunities to drive new sales
✅ Strategize with clients to create customized baseline plans for digital payment conversion success
✅ Maintain baseline accuracy and communicate adjusted baselines to customers and internal partners
✅ Launch supplier onboarding campaigns for new and existing clients
✅ Use tools available to provide industry knowledge, insights, and other information to help customers define objectives for their specific DPI
✅ Deliver effective written and verbal communications for internal and external audiences
✅ Educate customers on Wells Fargo Virtual Card adoption, third-party network supplier opportunities, ACH processes, and imposter fraud
✅ Work directly with dedicated supplier enrollment consultants for digital payment initiative problem resolution
✅ Contribute to the success of the team's annual targets and participate in planning and execution of tactical activities
✅ Ensure adherence to compliance regulations and policies
✅ Research, identify, and select best channels and product combinations to improve effectiveness and efficiency of coverage in the marketplace
✅ Present recommendations for developing strategies to enhance sales in a designated market
✅ Collaborate and consult with managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders
ASSUMPTION: This role involves a mix of sales, strategy, customer education, and project management responsibilities, with a focus on driving growth through digital payment initiatives.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Finance, Marketing, or a related field
Experience: 4+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
Required Skills:
- Proven sales or client support experience
- Strong communication, presentation, and interpersonal skills
- Advanced Microsoft Excel skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure
- Knowledge of treasury management industry, products, and services
- Understanding of risk management and compliance requirements
Preferred Skills:
- Credit card industry experience
- Treasury Management Commercial Card experience
- Payables experience
- Knowledge of Wells Fargo products and services
ASSUMPTION: While a Bachelor's degree is preferred, relevant experience and a strong track record in sales or strategy roles may be considered equivalent.
💰 Compensation & Benefits
Salary Range: $73,100 - $129,900 (Reflected is the base pay range offered for this position. Pay may vary depending on achievements, skills, experience, or work location.)
Benefits:
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Working Hours: Full-time (40 hours per week)
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles at Wells Fargo. The actual salary may vary based on the candidate's skills, experience, and location.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 10,001+ employees (Large enterprise)
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: www.wellsfargo.com
ASSUMPTION: Wells Fargo is a large, established financial services company with a wide range of products and services, offering extensive benefits and growth opportunities for employees.
📊 Role Analysis
Career Level: Mid-Senior level
Reporting Structure: This role reports to the Global Payments & Liquidity team within Enterprise Functions.
Work Arrangement: Hybrid (3 days in office/2 days remote)
Growth Opportunities:
- Potential career progression within the Global Payments & Liquidity team or related functions
- Broad exposure to various aspects of the business, including sales, strategy, customer education, and project management
- Opportunities to work with diverse teams and stakeholders across the organization
ASSUMPTION: This role offers significant growth potential within a large, established organization, with opportunities to develop skills in various aspects of the business.
🌍 Location & Work Environment
Office Type: Hybrid (3 days in office/2 days remote)
Office Location(s): Charlotte, NC
Geographic Context:
- Charlotte is the largest city in North Carolina and the 33rd-most populous city in the United States
- The city is known for its urban development, cultural attractions, and sports teams
- Charlotte has a humid subtropical climate, with mild winters and hot, humid summers
Work Schedule: Full-time (40 hours per week), with flexible remote work arrangements
ASSUMPTION: Charlotte offers a vibrant urban environment with a mix of cultural attractions, sports, and outdoor activities, with a humid subtropical climate.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening
- In-person or virtual interviews with hiring managers and team members
- Background check and reference check (if applicable)
- Job offer and onboarding
Key Assessment Areas:
- Sales and client support skills
- Strategic thinking and planning abilities
- Communication and presentation skills
- Risk management and compliance knowledge
- Industry-specific knowledge and experience
Application Tips:
- Tailor your resume and cover letter to highlight relevant sales, strategy, and customer education experience
- Demonstrate your understanding of the role's focus on digital payment initiatives and risk management
- Prepare examples of your sales achievements, strategic plans, and customer education efforts
- Research Wells Fargo's products, services, and company culture to show your fit for the role
ATS Keywords: Business Growth Strategy, Sales, Client Support, Treasury Management, Risk Management, Compliance, Digital Payments, Customer Education, Strategic Planning
ASSUMPTION: The interview process for this role will focus on assessing the candidate's sales, strategy, and customer education skills, as well as their understanding of digital payment initiatives and risk management.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Salesforce or similar CRM platforms
- Project management tools (e.g., Asana, Trello, Jira)
- Data analysis and visualization tools (e.g., Tableau, Power BI)
ASSUMPTION: This role requires proficiency in Microsoft Office Suite, with a strong focus on Excel. Familiarity with salesforce or similar CRM platforms, project management tools, and data analysis tools is also beneficial.
👔 Cultural Fit Considerations
Company Values:
- Putting our customers first
- Acting with integrity
- Fostering an inclusive environment
- Delivering results through excellence and innovation
- Respecting and valuing each other
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on achieving goals
- Adaptable and open to change
- Strong communication and presentation skills
- Ability to work under pressure in a dynamic and complex environment
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 in your team or workplace?
- Can you describe a situation where you delivered results through excellence and innovation?
- How do you respect and value others, especially when working with diverse teams?
ASSUMPTION: Wells Fargo values candidates who demonstrate strong customer focus, integrity, inclusivity, and a results-driven work style, with the ability to work collaboratively and adapt to change.
⚠️ Potential Challenges
- Working in a dynamic and complex environment, with a focus on risk management and compliance
- Managing multiple priorities and deadlines in a fast-paced sales role
- Educating customers on various payment processes and fraud prevention
- Collaborating with diverse teams and stakeholders across the organization
- Adapting to changes in the market and regulatory environment
ASSUMPTION: This role presents unique challenges related to its focus on sales, strategy, customer education, and risk management, requiring candidates to be adaptable, resilient, and results-driven.
📈 Similar Roles Comparison
- Compared to related roles, this position places a stronger emphasis on digital payment initiatives and risk management
- Industry-specific context: The financial services industry is highly regulated and competitive, with a strong focus on risk management and compliance
- Career path comparison: This role offers significant growth potential within a large, established organization, with opportunities to develop skills in various aspects of the business
ASSUMPTION: While this role shares similarities with other sales and strategy positions, its focus on digital payment initiatives and risk management sets it apart, with unique opportunities for growth and development within the financial services industry.
📝 Sample Projects
- Developing a customized baseline plan for a client's digital payment conversion initiative
- Educating customers on Wells Fargo Virtual Card adoption, third-party network supplier opportunities, ACH processes, and imposter fraud prevention
- Launching a supplier onboarding campaign for a new client, with a focus on optimizing growth opportunities
ASSUMPTION: These sample projects illustrate the role's focus on sales, strategy, customer education, and project management, with a strong emphasis on digital payment initiatives and risk management.
❓ Key Questions to Ask During Interview
- Can you describe the team's priorities and goals for the first 90 days in this role?
- How does this role collaborate with other teams and stakeholders within the organization?
- What are the key challenges facing the team or department, and how can this role help address them?
- How does Wells Fargo support the professional development and growth of its employees?
- What are the key performance indicators (KPIs) for this role, and how will success be measured?
ASSUMPTION: These key questions help candidates understand the role's priorities, team dynamics, challenges, and growth opportunities, as well as Wells Fargo's commitment to employee development and success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant sales, strategy, and customer education experience
- Prepare examples of your sales achievements, strategic plans, and customer education efforts
- Research Wells Fargo's products, services, and company culture to show your fit for the role
- Follow up with the hiring manager one week after submitting your application, inquiring about the status of your application and expressing your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
