WIM Partnerships Lead Business Growth Strategy Consultant

Job description

About this role: Wells Fargo is seeking a Lead Business Growth Strategy Consultant to join the Wealth & Investment Management (WIM) Partnerships group, part of the WIM National Sales organization The WIM Partnerships team connects Wealth & Investment Management (WIM) with the Commercial Bank (CB) and Corporate & Investment Bank (CIB) to accelerate two-way referrals, uncover cross-LOB growth, and deepen enterprise relationships with shared clients and prospects. The team enables a seamless, compliant, and measurable cross-line-of-business (LOB) collaboration engine that: - strengthens client coverage, - increases share of wallet, - expands product penetration across the enterprise, - and improves client experience through coordinated solutions. In this role, you will: - Support referral flow between WIM and CIB/CB: - Assist in referral flow improvements - Enhance reporting - Identify, track and resolve escalations - Manage pipeline reviews - Identify growth opportunities for cross-LOB referrals - Build strategic initiatives to drive deeper enterprise relationships - Help build educational content for Bankers to educate them on WIM capabilities, products & services - Assist advisors...