Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Lead Business Execution Consultant for Home Lending High Net Worth

$139k - $260k
Full-time

Wells Fargo

About this role:

Wells Fargo is seeking a Senior Lead Business Execution Consultant within Wealth Investment Management (WIM) in Home Lending , with a strong focus on innovation and transformation to deliver seamless customer experiences across a broad range of financial products and services.

In this role, you will partner with senior leaders to drive strategic initiatives, business performance, and operational excellence across complex, cross-functional programs. You will help shape and implement solutions that support key business priorities, influence enterprise decision-making, and deliver measurable business outcomes. This is an opportunity to work on high-impact initiatives, collaborate with leaders across multiple lines of business, and play a critical role in advancing WIM Home Loan’s transformation efforts while improving how customers engage with Wells Fargo.

In this role, you will:

  • Act as a senior Business Execution advisor to leadership across the High Net Worth (HNW) segment, driving performance and strategic initiatives supporting HNW Credit Policy, Client Experience, Transformation, HNW Servicing, Vesting & Title, and/or Strategy Planning & Governance (SPG)
  • Lead the strategy and resolution of highly complex and unique Business Execution challenges that require expert knowledge, advanced analytical thinking, and an in-depth understanding of business priorities, risks, and operating environments
  • Translate complex business needs into objectives, strategies, implementation plans, executive communications, and longer-term solutions that support HNW priorities
  • Provide vision, direction, and expertise to senior leadership in developing and implementing innovative, large-scale business solutions with broad impact across HNW functions
  • Lead complex transformation initiatives and cross-functional workstreams, coordinating activities, dependencies, resources, and stakeholders to deliver strategic outcomes
  • Develop executive-level presentations, reporting, and actionable insights that enable senior leaders and key stakeholders to evaluate business performance, risks, opportunities, and strategic priorities
  • Lead governance routines, team meetings, working groups, and steering committees to facilitate decision-making, establish alignment, and support implementation of recommendations and plans
  • Strategically engage with professionals and managers across HNW and partner organizations, serving as an experienced advisor to leadership on highly complex and strategic business matters
  • Provide direction, expertise, and mentorship to cross-functional teams and professionals responsible for executing business initiatives and delivering shared outcomes

Required Qualifications:

  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+years of experience in High Net Worth Home Lending, Sales, Underwriting, Risk.
  • 5+ years of experience leading large-scale, cross-functional initiatives that require coordination across multiple business groups, stakeholders, and operational teams
  • 4+ years of experience developing executive-level presentations, business reviews, governance materials, and decision-support communications for senior management
  • 4+ years of experience analyzing complex business, operational, customer, or risk-related challenges and developing recommendations to improve performance, efficiency, or effectiveness
  • 4+ years of experience supporting business execution, transformation, servicing, credit policy, client experience, or operational functions within a highly regulated financial services environment

Desired Qualifications:

  • Experience supporting high-net-worth client servicing, lending, credit policy, title, vesting, or client experience organizations.
  • Knowledge of mortgage origination, servicing, operational risk, regulatory requirements, and customer journey optimization within Home Lending.
  • Experience supporting strategic planning, business execution, or transformation initiatives within the Home Lending HNW segment
  • Experience supporting Home Lending, Wealth and Investment Management, Mortgage Servicing, Consumer Lending, or other financial services organizations in a strategic execution, transformation, or business management capacity.
  • Demonstrated experience leading complex transformation initiatives, operating model changes, or enterprise process improvement efforts that improved business performance, customer experience, or operational effectiveness.
  • Experience partnering with senior leaders to translate business priorities into actionable strategies, roadmaps, governance routines, and execution plans.
  • Proven ability to influence cross-functional stakeholders and drive alignment across multiple organizations while managing competing priorities and organizational change.
  • Experience developing and delivering executive-level presentations, business reviews, and decision-support materials for senior management and leadership forums.
  • Knowledge of Home Lending products, servicing operations, credit risk management, client experience, or mortgage fulfillment processes.
  • Experience establishing governance frameworks, performance reporting, metrics, and business routines that support strategic decision-making and accountability.
  • Demonstrated ability to analyze complex operational, customer, and business performance data to identify trends, risks, opportunities, and recommendations for improvement.
  • Experience leading large-scale programs or initiatives in a highly regulated environment with multiple stakeholder groups and competing priorities.

Job Expectations:

  • This position requires compliance with all mortgages regulatory requirements and Wells Fargo’s compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
  • This position is not eligible for Visa sponsorship.
  • This position offers a hybrid work schedule. Telework or remote work settings are not available. Preferred location(s) listed below. Other locations within the Wells Fargo footprint may be considered
  • Relocation assistance is not available for this position.

Posting Locations :

  • Charlotte, NC -1525 W WT Harris Blvd
  • Charlotte, NC- 550 S Tryon St
  • Des Moines, IA-800 S Jordan Creek Pkwy
  • Minneapolis, MN- 600 Wells Fargo
  • Irving, TX-401 Los Colinas Blvd
  • Tempe, AZ -1150 W. Washington
  • Columbus, OH- 3075 Loyalty Circle.
  • Wilmington, DE- 2200 Concord Pike
  • Chicago, IL 10 S Wacker St

Posted Range:

  • Other Locations: $139,000 to $217,000
  • MN and DE: $153,000 to $239,000
  • Chicago, IL: $167,000 to $260,000

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $139,000.00 - $260,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

18 Oct 2026

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

#DNP-IND
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Lead Business Execution Consultant for Home Lending High Net Worth in Minneapolis, MN vacancy
  • $139k - $260k

     ...Wells Fargo is seeking a Senior Lead Business Execution Consultant within Wealth Investment Management (WIM) in Home Lending , with a strong focus on...  ...opportunity to work on high-impact initiatives, collaborate...  ...across the High Net Worth (HNW) segment, driving performance... 
    Senior
    High net worth
    Full time
    Work experience placement
    Remote work
    Relocation package

    Wells Fargo

    Wilmington, DE
    1 day ago
  •  ...Lines Insurance Coverage Senior Account Executive opening in Nassau County...  ..., three day’s work from home) Provide professional...  ...growth of designated book of business, includes High Net Worth Clients; mentors the...  ...managing co-workers or leading projects; NYS Insurance... 
    Work from home
    Senior
    High net worth
    Work at office

    Pryor Associates Executive Search

    New York, NY
    3 days ago
  •  ...Systems team is looking for an ADAS Sensor Execution Lead to drive end-to-end planning,...  ...requiring coordination across multiple teams, senior executives, and front-line engineersBachelor...  ...out for your well-being-at work and at home-so you can focus on realizing your... 
    Work from home
    Senior
    Full time
    Local area

    General Motors

    Warren, MI
    6 days ago
  • JPMorgan Chase & Co. seeks an Executive Assistant for the Home Lending Product and Transformation team in Plano, TX. You will support three Product Managers (two MDs and one ED) with calendar management, meeting logistics, and professional correspondence, ensuring discreet... 
    Senior
    Work at office

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  • We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position...  ...High-Net-Worth clientele• Luxury homes, automobiles, watercraft, fine arts...  ...related exposures• New and renewal business responsibilities• Access to premier... 
    Senior
    High net worth

    Hollinger

    New York, NY
    7 days ago
  •  ...experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients, coordinating with advisors, CPAs, attorneys, and staff to ensure seamless execution and exceptional service. The role requires strong financial proficiency,... 
    Senior
    High net worth

    Mariner Wealth Advisors

    Los Angeles, CA
    3 days ago
  • About this role:Wells Fargo is seeking a Lead Business Execution Consultant to lead complex branch distribution...  ..., and other teams to deliver high-quality recommendations under tight deadlines...  ...actions.Experience advising senior business leaders on retail strategy,... 
    Full time
    Work experience placement
    3 days per week

    Wells Fargo

    Charlotte, NC
    4 days ago
  •  ...principal is seeking an exceptional Executive Personal Assistant to provide high-level administrative, personal,...  ...discretion, and calm execution to a busy and dynamic personal and professional...  ...principal, family office, or high-net-worth household. Strong writing skills, sound... 
    Senior
    High net worth
    Full time
    Work at office
    Local area
    Remote work

    Family Office

    Montecito, CA
    17 hours ago
  •  ...Can you discuss investment goals with high-net-worth individuals? Then we have the role...  ...investment firm and they are looking for a Senior Account Executive. As a Senior Account Executive, you...  ...for calling between 200-300 leads provided by our client daily. On average... 
    Senior
    High net worth
    Base plus commission

    CNI Consulting

    Dallas, TX
    5 days ago
  •  ...aviation relationships within the business aviation industry. This role...  ...financing transactions for high-net-worth individuals, partnerships,...  ...brokering, aircraft lending, or aircraft leasing origination...  ...Officer, Aviation Leasing Sales Executive, successful corporate jet... 
    Senior
    High net worth
    Full time
    Bank staff
    Remote work

    Northwest Bank

    Columbus, OH
    4 days ago
  • About this role: Wells Fargo is seeking a Senior Business Execution Consultant in Business Banking. This individual will be responsible for implementation...  ...at wellsfargojobs.com. In this role, you will: Lead support functions or operations for multiple business groups... 
    Senior
    Work experience placement
    Relocation package

    Wells Fargo

    Chandler, AZ
    6 hours ago
  •  ...origination in the US lending portfolio, by developing and executing on the strategic vision...  ...of needs to a range of high net worth individuals, their family...  ...approval process, business and financial analysis,...  ...Management delivers industry-leading investment management... 
    High net worth

    JP Morgan Chase

    New York, NY
    3 days ago
  • Deland, Gibson Insurance Associates is seeking a Senior Account Executive for the Private Client 1900 team to serve as trusted advisor for high-net-worth clients. You will design and evolve sophisticated personal insurance programs that cover homeowners, auto, umbrella... 
    Senior
    High net worth

    Deland, Gibson Insurance Associates

    Wellesley, MA
    17 hours ago
  • SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service... 
    Senior
    High net worth

    SouthState Bank

    Dallas, TX
    2 days ago
  • Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call on active clients...  ..., and a strong history of new business development within the region; JD/... 
    Senior
    High net worth

    The Whittier Trust Company

    Austin, TX
    2 days ago
  • $150k - $250k

     ...conducts its business through...  ..., credit & lending, deposits &...  ...seeking a high potential candidate...  ...Ultra High Net Worth team...  ...UHNW). The Senior Ultra High...  ...reputation of execution and excellence...  ...revenue. Lead advisor...  ...strategic consultation to advisors...  ...products, home equity lines... 
    Senior
    High net worth
    Temporary work

    Morgan Stanley

    San Francisco, CA
    3 days ago
  •  ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio...  ...sophisticated investment solutions to High Net Worth and Ultra High Net Worth...  ...practices, and support business growth initiatives. The role...  ...divisional Private Wealth Management Executive, including investment and... 
    Senior
    High net worth
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Minneapolis, MN
    7 days ago
  • Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executive relationships, coordinating holistic wealth, tax, estate...  ...to deliver tailored solutions while managing high-net-worth relationships and complex planning scenarios.... 
    Senior
    High net worth

    Bank of America

    Miami, FL
    1 day ago
  •  ...Lead the digital transformation and platform strategy for lending journeys, driving product innovation, customer experience enhancements...  ...while ensuring alignment with business objectives, regulatory...  ...to ensure successful project execution and delivery. Analyse... 
    Senior
    Full time
    Work at office

    DBS Bank Ltd

    India
    9 days ago
  • A financial services firm in Dallas seeks a Senior Loan Officer / Account Executive to manage relationships in real estate financing. You'll oversee loan...  ...bring a minimum of 4 years of experience in private lending, coupled with strong negotiation and communication skills... 
    Senior
    Remote job

    RBI Private Lending

    Dallas, TX
    17 hours ago
  •  ...Giving team and play a leading role in growing...  ..., working with senior stakeholders and funders...  ...a wide range of high-net-worth individuals,...  ...alongside the CEO, Executive Leadership Team, Trustees...  ...priorities. New Business Development Work...  ...of staff having a home or office‑based... 
    Work from home
    Senior
    High net worth
    Work at office
    Remote work

    Remote Worker LTD.

    New York, NY
    1 day ago
  • $50k

     ...professional to serve as a senior member and potential...  ...delivering proactive, high-touch support to Gold and...  ...an individual book of business. In addition to...  ...follow-through • Support or execute trading and account activity...  ...and affluent or high-net-worth client relationships •... 
    Senior
    High net worth
    Full time
    Temporary work
    Private practice
    Local area
    Remote work
    Flexible hours

    Jambalaya Group

    Dayton, OH
    5 days ago
  •  ...solutions and a high-touch client...  ...serving high-net-worth individuals...  ...experienced Senior Account Executive to join our Personal...  ...who brings a consultative mindset,...  ...high-value homes, multi-property...  ...Access to leading carriers and...  ...individuals and businesses across Massachusetts... 
    Senior
    High net worth
    Flexible hours

    Deland, Gibson Insurance Associates

    Wellesley, MA
    17 hours ago
  •  ...delivering, and managing a high-net-worth client’s Wealth Plan....  .... Self-acquires new business by being active and...  ...Originator under the Truth in Lending Act. If applicable,...  ...-office and work from home. Our approach enables...  ..., written and fully executed Master Service... 
    Work from home
    Senior
    High net worth
    Work at office
    Remote work
    Flexible hours

    Huntington National Bank

    Beachwood, OH
    4 hours ago
  •  ...individuals. The Regional Team Lead is responsible for...  ...for overseeing a senior team of trust professionals...  ...UHNW client-focused business. Client Relationship...  ..., including C level executives (CEO, CFO, CTO, etc.)Risk...  ...within the Ultra High Net Worth spaceProven track record... 
    High net worth

    JP Morgan Chase

    New York, NY
    5 days ago
  •  ...amplify impact. We are 100% virtual; colleagues work from home with a private space provided by the firm, and we emphasize client success and collaboration. As an Executive Business Partner you will support 2-3 senior leaders with complex project #J-18808-Ljbffr G. H.... 
    Work from home
    Senior
    Remote job

    G. H. Smart & Company, LLC

    New York, NY
    2 days ago
  • $200k - $300k

     ...of alternatives, high-conviction active...  ...institutional and high net-worth clients through...  ...layer portfolio. The Senior Equity Risk...  ...Chief Risk Officer, Business Development team,...  ...optimization and execution details required to...  ...the right thing, leading with exceptional ideas... 
    Senior
    High net worth
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    4 days ago
  • $114.5k - $194.7k

     ...cornerstones of business conduct which...  ...clients using leading technology and...  ...service. SENIOR PORTFOLIO ADVISOR...  ...needs requiring a high level of...  ...and appropriate execution of our Goals Driven...  ...high net worth personal trusts...  ...co-trustees, consultants, the bank's legal... 
    Senior
    High net worth
    Full time
    Work experience placement
    H1b
    Local area
    Worldwide
    Flexible hours

    Northern Trust

    Lake Forest, IL
    6 days ago
  •  ...goals.EisnerAmper is seeking a Senior Consultant - Grants Management in our...  ...concepts from 2 CFR 200, executive orders (EO’s), OMB...  ...Qualifications:Bachelor’s degree in Business, Accounting, Finance,...  ...market companies, as well as high net worth individuals, family offices... 
    Senior
    High net worth
    Full time
    Work at office
    Local area
    2 days per week

    EisnerAmper

    Dallas, TX
    4 days ago
  • $185k - $300k

     ...Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments and...  ...areas and lines of business at wellsfargojobs.comIn this...  ...and long-term goals for highly complex business and technical...  ...They are accountable for execution of all applicable risk... 
    Senior
    Full time
    Work experience placement

    Wells Fargo

    Charlotte, NC
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Lead Business Execution Consultant for Home Lending High Net Worth. Be the first to apply!