Automation, Banking Operations, Banking Services, Capital Markets, Communication Skills, Consulting, Establish Priorities, Funding, Home Automation, Investment Services, Operational Improvement, Operational Strategy, Operations Processes, Problem Solving Skills, Process Improvement, Reconciliation, Sales Pipeline, Tableau, Team Lead/Manager
Position: operations automation consultant
Location: charlotte, NC
Onsite: 3 days a week
Contract: 6 months-18 months to perm
Interview process: 1 and done video with manager (might need to include the director if they aren't sure)
Must have: Automation experience and either Alteryx or power Apps and workflow automation and process improvements.
Top Requirements- Hands-on experience building automation solutions
- Experience with Alteryx, Power Apps, or Xceptor
- Ability to develop workflow automation and process improvements
- Strong problem-solving and technical mindset
- Experience delivering solutions independently
- Strong communication skills
Plusses- Xceptor experience
- Tableau experience
- Capital Markets or Investment Banking Operations background
- Reconciliations, settlements, funding, custody, or operations experience
- Process improvement experience
Job Summary Wells Fargo is building a Citizen Developer capability within Institutional Investment Banking Operations and is seeking an Operations Automation Consultant to support a growing automation pipeline. This role is focused on designing and building automation solutions that improve operational efficiency, streamline workflows, and reduce manual effort across operational processes. Candidates should have hands-on experience developing solutions using tools such as Alteryx, Power Apps, or Xceptor and be able to discuss specific automation projects they have personally built. The team is prioritizing technical problem-solvers who can quickly learn the business and begin delivering solutions immediately.
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