2,280 Strategic Consultant jobs in the United States
Strategic Consultant - Core Evaluations
Posted 7 days ago
Job Viewed
Job Description
Job Type
Full-time
Description
As an Engage Fi employee, you can expect:
- To work with an amazing and collaborative team
- To create and innovate in your role and see the impact you make on the business and client experience
- To be a part of an award-winning team - Inc. 500 (2018), Inc. 5000 (2019, 2021, 2022, 2024), Tampa Bay Business Journal Fast 50 (2021, 2023, 2024), Great Place to Work (2023, 2024)
- All employees to cultivate and encourage new ideas and thrive on a fun and productive work environment
- To join a highly engaged workforce that supports personal and professional growth, empowerment, and lives by servant leadership
- Competitive pay, incentive programs, 401k matching
- Unlimited time off plus 11 paid holidays
- Medical, dental, and vision health plans with FSA or HSA options
- Opportunities to volunteer and give back to the communities we serve
- Paid remote work expenses
- Career development, trainings, continuous learning, and employee recognition
- Team engagement events and activities
- Culture of growth and continuous improvement
- A great place to work!
Engage fi was founded on the principle of putting ourselves in our clients' shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs.
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let's Engage!
Position Summary:
The Strategic Consultant provides guidance, expertise, and support to Engage fi clients by engaging as a strategic partner and acting as a subject matter expert (SME) in the evaluation, selection, and negotiation of critical bank and credit union solutions, including but not limited to core banking and related systems, vendors, and solutions.
Essential Functions:
Client Relationship Management -
- Builds and maintains strong relationships with clients by uncovering and analyzing client needs, providing and recommending solutions, and guiding the process with internal key stakeholders to achieve clients' goals and objectives.
- Oversees complex client projects and applies Engage fi and industry best practices to execute on client strategies and implement project tactics to mitigate risk and ensure success.
- Works with the project team and other EFI team members as needed to develop, customize, and maintain key project artifacts, such as RFPs and project timelines.
- Maintains scope, schedule, and budget of projects, ensuring work is completed according the to the plan/statement of work (SOW).
- Facilitates project workshops, vendor sessions, and other critical project events and communications, chairs project meetings, and provides SME guidance to ensure project tasks are completed in a suitable and timely manner and risks, gaps, and issues are appropriately tracked, addressed, and escalated.
- Develops and sustains relationships with key strategic vendors, studies and evaluates financial industry market trends, participates in solution demos, and remains abreast of vendor changes, key competitors, and key system updates and overall functionality in order to effectively and appropriately apply knowledge and insight to client projects.
- Represents client's and Engage fi's best interests in all vendor interactions.
- Evaluates client's current invoices and existing contracts to capture relevant business terms, dates, and pricing. Requests and evaluates new vendor pricing and contract terms based on client's strategies for vendor selection and unique business needs and presents an initial pricing and contract baseline analysis to client.
- Works with client, client's legal representative, vendors, and EFI team members to negotiate suitable pricing and contract terms, devising strategies to increase revenue, cut costs, and promote growth for the client while also ensuring alignment with the client's goals and objectives and monitoring the long-term effects of vendor and pricing changes.
- Acts as subject matter expert to assist in process review, improvement, and implementation in all areas of the company, including assisting in the ongoing development and enhancement of EFI best practice project artifacts/tools and integrating the use of technology into processes to gain efficiencies and add value for internal and external stakeholders.
- Accurately tracks and records project billing hours and budgets as directed in the appropriate technology/tool.
- Mentors and trains other Engage fi team members as assigned to assist with learning best practices and processes.
Required Skills & Competencies:
- Strong skills in intrapersonal and professional verbal communication with the ability to take in information, listen, develop persuasive arguments, and present solutions and recommendations effectively.
- The ability to put together and deliver presentations and training to clients and effectively facilitate discussions with clients, vendors, and other key third parties.
- Excellent communication skills (written/verbal); ability to compose business correspondence that is clear and concise.
- Technical knowledge - Smartsheet, Microsoft Office, PowerPoint, ability to learn other software programs.
- Evolved problem-solving skills with a natural curiosity for solving problems and enjoys the challenge. Looks for root causes before acting.
- Advanced critical thinking skills - e.g., asks questions, looks at the broader picture, capable of conducting a what-if analysis and understanding and articulating all options and consequences, does not settle for the easy answer.
- Ability to manage multiple priorities; strong time-management skills.
- Self-motivated and capable of organizing and prioritizing work to achieve required results and takes personal pride in doing things right and delivering a quality work product.
- Team player; leverages available resources to get the job done; able to work in a highly collaborative environment with empathy and consideration for the viewpoints of all parties.
- Bachelor's degree in business administration or related field or related experience
- 10+ years of experience in the credit union, banking, payments, or related vendor industry with preference for previous leadership positions, project oversight/management proficiency, and core banking conversion familiarity
- Deep industry knowledge of core banking and related vendors, solutions, tools, and processes
- Experience in successfully completing vendor selection technology projects involving both product and custom solutions
- Strong knowledge about vendor technology contracts, general contract business terms, and vendor proposal pricing analysis and comparisons
- Demonstrated ability to manage external, third-party vendors and clients/customers, including their employees, consultants, and designated subcontractors
- Facilitation of creative problem-solving sessions with all levels of leadership teams across different line of business disciplines
- Ability to present complex solutions to senior leadership teams
- Exposure to contract negotiations and vendor management
- Proficient in Microsoft Office Suite of Products, Smartsheet, and CRM platforms
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Full Time/ 40 hours per week
Location:
- Remote
- 30% Travel required
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Activities, duties, or responsibilities may change at any time with or without notice.
EEO Statement:
Engage fi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Advice & Planning Strategic Consultant
Posted today
Job Viewed
Job Description
Join to apply for the Advice & Planning Strategic Consultant role at Truist . 50 minutes ago Be among the first 25 applicants. The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Carry out Advice & Planning strategy and support Truist by increasing the capability, confidence, and capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning. Essential Duties And Responsibilities Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group. Provide thought leadership and innovation related to advice delivery and resources through content creation and editing. Proactively coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients. Support the advice & planning business through consistent oversight, high quality and effective management of business processes. Collaborate with business leaders and partners across Truist Financial Corporation. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations. Required Qualifications Bachelor's Degree Expert and innovative with written, oral, and presentation communication skills Ability to coach Wealth leaders and teammates in one on one and group settings Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities Preferred Qualifications At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development Truist stands for better Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better. Touch. Technology. Trust Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients. Benefits for Eligible Employees All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, including medical, dental, vision, life insurance, disability, tax-preferred savings accounts, and a 401k plan. Teammates also receive at least 10 days of vacation, 10 sick days, and paid holidays. For more details, visit our Benefits site. Some positions may also be eligible for pension plans, restricted stock units, and deferred compensation plans. Equal Opportunity Statement Truist is an Equal Opportunity Employer that does not discriminate on any protected basis. It is a Drug Free Workplace. #J-18808-Ljbffr
Lead Pricing and Capital Strategic Consultant
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Vice President of Capital and Pricing Advisory (Lead Business Execution Consultant) to support the Capital Management and Pricing Strategy team within the Commercial Bank (CB). This is a dynamic, cross-functional role that will partner with key stakeholders and leaders to drive improved capital returns across the CB portfolio.
**In this role, you will:**
+ Act as a business execution advisor to leadership in order to drive improved capital returns and profitability initiatives, develop and execute project plans and deliver presentations to key stakeholders and senior management
+ Lead the analysis, strategy and resolution of moderately complex issues related to capital return, pricing and profitability
+ Drive the execution of a variety of initiatives that may include analyzing product and business returns, streamlining processes and developing and supporting business strategy
+ Build relationships and partnerships across the enterprise to facilitate decision making and influence outcomes
+ Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the business
+ Influence, guide and lead less experienced staff within the group
**Required Qualifications:**
+ 5+ 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
**Desired Qualifications:**
+ Banking or lending experience, with an understanding of banking products, pricing strategy and considerations, and return on capital concepts to evaluate relationship and product profitability
+ Experience in floorplan financing, supply chain finance, equipment leasing, or other asset-based lending products
+ Advanced Microsoft Office skills including: Word, and PowerPoint, and PowerBI
+ Advanced Excel skills with ability to work with large data sets and perform data analysis
+ Experience leading cross platform projects or initiatives including developing scope and strategy, driving diligence phase and actively leading and being a part of execution.
+ Ability to summarize Information findings and create different styles of presentations tailored to the intended audience and partner closely with business to influence outcomes
+ Strong partnership and influencing skills, proactive and operates with a sense of urgency
**Job expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Location:**
+ 150 East 42nd Street - New York, New York 10001
+ 550 South Tryon Street - Charlotte, North Carolina 28202
+ 600 S 4th Street Minneapolis, Minnesota 55415
+ 1445 Ross Avenue Dallas, Texas 75202
**U.S. only - Pay Range:**
+ New York, New York Pay Range: $115,900 - $06,100 USD annual
+ Charlotte, North Carolina Pay Range: 96,600-171,800 USD annual
+ Minneapolis, Minnesota Pay Range: 96,600-171,800 USD annual
+ Dallas, Texas Pay Range: 96,600-171,800 USD annual
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
96,600.00 - 206,100.00
**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:**
27 Jul 2025
*** **_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.
**Req Number:** R-460703
Lead Pricing and Capital Strategic Consultant
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Vice President of Capital and Pricing Advisory (Lead Business Execution Consultant) to support the Capital Management and Pricing Strategy team within the Commercial Bank (CB). This is a dynamic, cross-functional role that will partner with key stakeholders and leaders to drive improved capital returns across the CB portfolio.
**In this role, you will:**
+ Act as a business execution advisor to leadership in order to drive improved capital returns and profitability initiatives, develop and execute project plans and deliver presentations to key stakeholders and senior management
+ Lead the analysis, strategy and resolution of moderately complex issues related to capital return, pricing and profitability
+ Drive the execution of a variety of initiatives that may include analyzing product and business returns, streamlining processes and developing and supporting business strategy
+ Build relationships and partnerships across the enterprise to facilitate decision making and influence outcomes
+ Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the business
+ Influence, guide and lead less experienced staff within the group
**Required Qualifications:**
+ 5+ 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
**Desired Qualifications:**
+ Banking or lending experience, with an understanding of banking products, pricing strategy and considerations, and return on capital concepts to evaluate relationship and product profitability
+ Experience in floorplan financing, supply chain finance, equipment leasing, or other asset-based lending products
+ Advanced Microsoft Office skills including: Word, and PowerPoint, and PowerBI
+ Advanced Excel skills with ability to work with large data sets and perform data analysis
+ Experience leading cross platform projects or initiatives including developing scope and strategy, driving diligence phase and actively leading and being a part of execution.
+ Ability to summarize Information findings and create different styles of presentations tailored to the intended audience and partner closely with business to influence outcomes
+ Strong partnership and influencing skills, proactive and operates with a sense of urgency
**Job expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Location:**
+ 150 East 42nd Street - New York, New York 10001
+ 550 South Tryon Street - Charlotte, North Carolina 28202
+ 600 S 4th Street Minneapolis, Minnesota 55415
+ 1445 Ross Avenue Dallas, Texas 75202
**U.S. only - Pay Range:**
+ New York, New York Pay Range: $115,900 - $06,100 USD annual
+ Charlotte, North Carolina Pay Range: 96,600-171,800 USD annual
+ Minneapolis, Minnesota Pay Range: 96,600-171,800 USD annual
+ Dallas, Texas Pay Range: 96,600-171,800 USD annual
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
96,600.00 - 206,100.00
**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:**
27 Jul 2025
*** **_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.
**Req Number:** R-460703
Lead Pricing and Capital Strategic Consultant
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Vice President of Capital and Pricing Advisory (Lead Business Execution Consultant) to support the Capital Management and Pricing Strategy team within the Commercial Bank (CB). This is a dynamic, cross-functional role that will partner with key stakeholders and leaders to drive improved capital returns across the CB portfolio.
**In this role, you will:**
+ Act as a business execution advisor to leadership in order to drive improved capital returns and profitability initiatives, develop and execute project plans and deliver presentations to key stakeholders and senior management
+ Lead the analysis, strategy and resolution of moderately complex issues related to capital return, pricing and profitability
+ Drive the execution of a variety of initiatives that may include analyzing product and business returns, streamlining processes and developing and supporting business strategy
+ Build relationships and partnerships across the enterprise to facilitate decision making and influence outcomes
+ Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the business
+ Influence, guide and lead less experienced staff within the group
**Required Qualifications:**
+ 5+ 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
**Desired Qualifications:**
+ Banking or lending experience, with an understanding of banking products, pricing strategy and considerations, and return on capital concepts to evaluate relationship and product profitability
+ Experience in floorplan financing, supply chain finance, equipment leasing, or other asset-based lending products
+ Advanced Microsoft Office skills including: Word, and PowerPoint, and PowerBI
+ Advanced Excel skills with ability to work with large data sets and perform data analysis
+ Experience leading cross platform projects or initiatives including developing scope and strategy, driving diligence phase and actively leading and being a part of execution.
+ Ability to summarize Information findings and create different styles of presentations tailored to the intended audience and partner closely with business to influence outcomes
+ Strong partnership and influencing skills, proactive and operates with a sense of urgency
**Job expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Location:**
+ 150 East 42nd Street - New York, New York 10001
+ 550 South Tryon Street - Charlotte, North Carolina 28202
+ 600 S 4th Street Minneapolis, Minnesota 55415
+ 1445 Ross Avenue Dallas, Texas 75202
**U.S. only - Pay Range:**
+ New York, New York Pay Range: $115,900 - $06,100 USD annual
+ Charlotte, North Carolina Pay Range: 96,600-171,800 USD annual
+ Minneapolis, Minnesota Pay Range: 96,600-171,800 USD annual
+ Dallas, Texas Pay Range: 96,600-171,800 USD annual
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
96,600.00 - 206,100.00
**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:**
27 Jul 2025
*** **_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.
**Req Number:** R-460703
Lead Pricing and Capital Strategic Consultant
Posted today
Job Viewed
Job Description
Wells Fargo is seeking a Vice President of Capital and Pricing Advisory (Lead Business Execution Consultant) to support the Capital Management and Pricing Strategy team within the Commercial Bank (CB). This is a dynamic, cross-functional role that will partner with key stakeholders and leaders to drive improved capital returns across the CB portfolio.
**In this role, you will:**
+ Act as a business execution advisor to leadership in order to drive improved capital returns and profitability initiatives, develop and execute project plans and deliver presentations to key stakeholders and senior management
+ Lead the analysis, strategy and resolution of moderately complex issues related to capital return, pricing and profitability
+ Drive the execution of a variety of initiatives that may include analyzing product and business returns, streamlining processes and developing and supporting business strategy
+ Build relationships and partnerships across the enterprise to facilitate decision making and influence outcomes
+ Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the business
+ Influence, guide and lead less experienced staff within the group
**Required Qualifications:**
+ 5+ 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
**Desired Qualifications:**
+ Banking or lending experience, with an understanding of banking products, pricing strategy and considerations, and return on capital concepts to evaluate relationship and product profitability
+ Experience in floorplan financing, supply chain finance, equipment leasing, or other asset-based lending products
+ Advanced Microsoft Office skills including: Word, and PowerPoint, and PowerBI
+ Advanced Excel skills with ability to work with large data sets and perform data analysis
+ Experience leading cross platform projects or initiatives including developing scope and strategy, driving diligence phase and actively leading and being a part of execution.
+ Ability to summarize Information findings and create different styles of presentations tailored to the intended audience and partner closely with business to influence outcomes
+ Strong partnership and influencing skills, proactive and operates with a sense of urgency
**Job expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
**Location:**
+ 150 East 42nd Street - New York, New York 10001
+ 550 South Tryon Street - Charlotte, North Carolina 28202
+ 600 S 4th Street Minneapolis, Minnesota 55415
+ 1445 Ross Avenue Dallas, Texas 75202
**U.S. only - Pay Range:**
+ New York, New York Pay Range: $115,900 - $06,100 USD annual
+ Charlotte, North Carolina Pay Range: 96,600-171,800 USD annual
+ Minneapolis, Minnesota Pay Range: 96,600-171,800 USD annual
+ Dallas, Texas Pay Range: 96,600-171,800 USD annual
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
96,600.00 - 206,100.00
**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:**
27 Jul 2025
*** **_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.
**Req Number:** R-460703
Strategic Sourcing Consultant
Posted 24 days ago
Job Viewed
Job Description
Join to apply for the Strategic Sourcing Consultant role at Aquent Continue with Google Continue with Google 3 days ago Be among the first 25 applicants Join to apply for the Strategic Sourcing Consultant role at Aquent Direct message the job poster from Aquent Creative Recruiter Specializing In Matching Top Talent With Creative Opportunities. Let's Connect! Our leading financial services client is seeking a Strategic Sourcing Consultant - Enterprise Applications to join their team! The Strategic Sourcing Consultant - Enterprise Applications is a highly experienced professional within Sourcing who leads the development and execution of strategic sourcing strategies for complex goods and services. This role focuses on sourcing Enterprise SasS based applications for complex Investment Systems, Global Business Services, Client Services, Enterprise Data, and Enterprise Architecture. They collaborate with internal stakeholders to identify cost-saving opportunities, manage supplier relationships, and negotiate favorable contract terms while ensuring compliance with company policies and best practices. Responsibilities: Conduct in-depth market research to identify potential suppliers and assess market trends. Develop comprehensive sourcing strategies for assigned categories, including cost reduction targets, supplier selection criteria, and risk mitigation plans. Collaborate with internal stakeholders to understand business needs and translate them into clear sourcing requirements. RFx Management: Lead the design and execution of Request for Information (RFI), Request for Quotation (RFQ), and Request for Proposal (RFP) processes. Analyze supplier responses, evaluate proposals based on price, quality, delivery, and other relevant factors. Develops negotiation strategies and leads negotiations of complex contract provisions Conduct complex contract negotiations with suppliers, ensuring optimal pricing and terms while balancing risk and value. Develop and manage master agreements, including legal terms and conditions. Build and maintain strong relationships with key suppliers, addressing performance issues and driving continuous improvement. Monitor supplier performance against contractual obligations and KPIs. Cost Optimization: Analyze spend data to identify cost-saving opportunities and implement strategic sourcing initiatives. Utilize cost modeling and total cost of ownership (TCO) analysis to evaluate sourcing options. Stakeholder Management: Communicate sourcing strategies and progress to internal stakeholders, including senior management. Proactively manage expectations and address concerns related to sourcing activities. Required Skills: Sourcing Expertise: 7+ years of advanced strategic sourcing experience with mastery of strategic and tactical procurement principles, practices, and models. Deep understanding of sourcing principles, sourcing methodologies, and contract law. Proven track record with clearly articulated examples of negotiating SaaS based enterprise business applications at scale in a global environment Ability to concisely convey contracting options and recommended path forward in summary fashion Analytical Skills: Proficiency in data analysis, spend analytics, and financial modeling to identify cost savings opportunities. Market Knowledge: Extensive knowledge of relevant supplier markets, industry trends, and competitive landscape. Communication Skills: Excellent written and verbal communication to effectively interact with stakeholders at all levels. Project Management Skills: Ability to lead and manage complex sourcing projects from initiation to completion. bility to manage individual project timelines and drive completion of projects under limited supervision. Education: Bachelor's degree, preferably in a business, supply chain or economics or equivalent experience. #LI-MH1 Seniority level Seniority level Mid-Senior level Employment type Employment type Temporary Job function Job function Supply Chain and Purchasing Referrals increase your chances of interviewing at Aquent by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified about new Strategic Sourcing Consultant jobs in Irvine, CA . Tustin, CA $120,000 - $70,000 4 weeks ago Procurement Manager - Custom Formulations San Clemente, CA 110,000 - 140,000 5 days ago City of Industry, CA 115,000.00 - 130,000.00 2 weeks ago Division Sourcing & Procurement Manager - FSD Irvine San Clemente, CA 130,000.00 - 155,000.00 2 days ago Irvine, CA 125,000.00 - 140,000.00 1 week ago San Clemente, CA 100,000 - 140,000 2 weeks ago Senior Supply Chain Systems Program Manager (Oracle ERP + Procurement) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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Strategic Account Consultant
Posted today
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Job Description
**Location:** **This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered.**
*** **Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.**
**Compensation: Base Salary + Sales Incentive Plan**
The **Strategic Account Consultant** is responsible for the growth and retention of existing accounts to include upsells to a higher level of products and/or services based on business size and scope.
**How you will make an impact:**
+ Achieves retention and growth targets through advanced execution of sales process.
+ Cultivates deep trust-based relationships and develops comprehensive understandings of client needs and priorities.
+ Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
+ Develops strategic business plans to address broker and/or client needs.
+ Conducts broker/agency education on pertinent topics. Acts as primary customer contact.
+ Coordinates with internal partners to meet and exceed client expectations and drives opportunities for additional growth and product sales.
+ Ability to learn and have a solid understanding of the industry and products at the local, state, and federal level; continuously updates knowledge in a rapidly changing environment.
+ With limited supervision and guidance, provides a consultative sales approach to Large Groups which is in line with client and company objectives.
**Minimum Requirements:**
+ Requires a BA/BS and a minimum of 4 years of sales experience; or any combination of education and experience which would provide an equivalent background.
+ Sales license required where necessary or the ability to obtain within 60 days of hire.
**Preferred Skills, Capabilities and Experiences:**
+ Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
+ Insurance background preferred.
+ Ability to travel throughout the state of WI preferred
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Strategic Account Consultant
Posted today
Job Viewed
Job Description
**Location:** **This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered.**
*** **Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.**
**Compensation: Base Salary + Sales Incentive Plan**
The **Strategic Account Consultant** is responsible for the growth and retention of existing accounts to include upsells to a higher level of products and/or services based on business size and scope.
**How you will make an impact:**
+ Achieves retention and growth targets through advanced execution of sales process.
+ Cultivates deep trust-based relationships and develops comprehensive understandings of client needs and priorities.
+ Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
+ Develops strategic business plans to address broker and/or client needs.
+ Conducts broker/agency education on pertinent topics. Acts as primary customer contact.
+ Coordinates with internal partners to meet and exceed client expectations and drives opportunities for additional growth and product sales.
+ Ability to learn and have a solid understanding of the industry and products at the local, state, and federal level; continuously updates knowledge in a rapidly changing environment.
+ With limited supervision and guidance, provides a consultative sales approach to Large Groups which is in line with client and company objectives.
**Minimum Requirements:**
+ Requires a BA/BS and a minimum of 4 years of sales experience; or any combination of education and experience which would provide an equivalent background.
+ Sales license required where necessary or the ability to obtain within 60 days of hire.
**Preferred Skills, Capabilities and Experiences:**
+ Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
+ Insurance background preferred.
+ Ability to travel throughout the state of WI preferred
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Strategic Management Consultant
Posted today
Job Viewed