Job Abstract

About this role:

Wells Fargo is seeking a Lead Strategy & Planning Consultant within our Strategy Digital and Innovation (SDI) organization supporting Wealth and Investment Management (WIM) Strategy.  This role will report to the head of WIM Client Relationship Group and Independent Strategy and deliver against the following key responsibilities:

• Work closely with senior Client Relationship Group business leaders, including the Head of National Sales and the Head of Branch Infrastructure to define strategic goals and objectives.

• Collaborate with the business to develop and implement action plans to execute against those goals and objectives.

• Conduct competitor intelligence analysis in partnership with our Finance, Analytics and Market and Competitive Intelligence. teams to produce actionable business insights.  Gather and analyze market and competitive data to identify trends, opportunities, and threats.

• Help drive innovation across the wealth management experience for advisors, clients and support functions, making it easier for customers to achieve their financial goals.

In this role, you will:

• Lead complex initiatives with broad impact and act as key participant in large scale planning

• Provide principal level strategic consulting services to client organizations

• Represent Wells Fargo on Industry boards and committees

• Review and analyze complex larger-scale or longer-term challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

• Identify strategic business investments and alliance opportunities

• Make decisions in complex situations that influence and lead the broader work team to meet deliverables and drive new initiatives

• Provide guidance to less experienced staff

• Evaluate and approve process of identified opportunities

• Collaborate strategically and consult with all levels to resolve issues and achieve goals

• Partner with executive management across Wells Fargo to define the business strategy and create then execute corresponding business plans and initiative

• Communicative strategy and related business plans to management

Required Qualifications:

• 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of experience in financial services

• 5+ years of consulting experience with leaders and stakeholders

• 5+ years of Project Management, project development/implementation, strategic planning, process management, change delivery experience, or equivalent

• 5+ years of experience supporting multiple large-scale projects

• Experience effectively assessing stakeholder, partner, or client needs while consulting, building solutions, and developing processes

• Strategic planning experience in translating leadership vision into executable strategies and initiatives enterprise-wide

• Experience building partnerships and consulting effectively with leadership

• Leadership skills including the ability to influence effectively in a matrix environment

• Experience owning program strategy, end-to-end delivery, and communicating results to senior leadership

Job Expectations:

• This role does not offer visa sponsorship

• Ability to travel up to 10% of the time

• Relocation expenses will not be offered with this position

• Candidates must be willing to work on site in either Charlotte, NC or New York City, NY

Pay Range

Posting End Date:

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

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.