Lead Technology Business Services Consultant

Wells Fargo•Charlotte, NC

3d•Hybrid

About The Position

EFT (Enterprise Functions Technology) is seeking a Lead Business Execution Consultant to architect and drive orchestration of a complex enterprise technology portfolio. The role translates multi-year strategy into clear priorities, executable plans, and measurable business outcomes, and helps shape investment evaluation, prioritization, portfolio decisions, and work from strategy through execution, adoption, and value realization. The position connects strategy, financial and workforce planning, technology delivery, risk, and business outcomes so leaders can make informed investment and intervention decisions and assess trade-offs. It leads the portfolio operating model across EFT and related business and technology portfolios; oversees planning and execution for complex initiatives; establishes demand management, governance, portfolio reporting, and value-realization practices; and develops roadmaps, capacity plans, and investment scenarios. The role monitors portfolio health, manages dependencies and resource constraints, incorporates risk and regulatory requirements into planning, and coordinates readiness, cutovers, stabilization, and hypercare for complex implementations. It partners across Technology, Business, Finance, Operations, Risk, Human Resources, Enterprise Architecture, and other functions, evaluates emerging technologies such as AI and automation, and leads and coaches matrixed program managers, analysts, and vendor partners. The position offers a hybrid work schedule and requires the ability to work in an office. It is not eligible for visa sponsorship, and relocation assistance is not available.

Requirements

5+ years of information technology in support of business services experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
5+ years of experience in business execution, business services, strategy, portfolio management, technology management, or a related function bridging technology execution and business leadership.
Bachelor’s degree or equivalent experience required.
Ability to work in an office under a hybrid work schedule.

Nice To Haves

Experience supporting senior Technology or Business executives in Chief of Staff, Strategy, Business Management, Portfolio Management, Operations, Transformation, or Technology Enablement roles.
Strong expertise in strategic planning, portfolio management, financial and workforce planning, operating models, governance, and multi-horizon roadmaps.
Ability to translate enterprise strategy into prioritized investments, measurable objectives, execution plans, and business outcomes.
Experience leading end-to-end portfolio execution, including demand management, intake, prioritization, capacity planning, dependencies, delivery, adoption, stabilization, and benefits realization.
Experience establishing demand management and investment evaluation practices, including business-case quality, portfolio entry criteria, value assessment, and prioritization frameworks.
Experience developing business cases, investment scenarios, capacity models, and portfolio trade-off recommendations.
Ability to challenge investments and recommend acceleration, modification, consolidation, or termination based on performance, strategic alignment, risk, capacity, and value.
Experience conducting post-investment and benefits-realization reviews using financial, operational, technology, risk, and adoption results.
Strong analytics and executive decision-support capabilities, including KPI and OKR development, dashboards, forecasting, trend analysis, scenario modeling, and data-backed recommendations.
Ability to influence without direct authority and drive outcomes across highly matrixed organizations, partnering with Technology, Finance, Human Resources, Risk, Enterprise Architecture, and business leaders.
Success improving operational efficiency, simplifying processes, integrating risk and controls, and establishing sustainable governance.
Excellent executive communication, judgment, and decision facilitation, including simplifying complex issues, constructively challenging assumptions, and managing competing priorities.
Experience with financial services and large-scale technology organizations preferred.
Proficiency with Jira, Confluence, Power BI, and Microsoft 365, or comparable portfolio, analytics, and collaboration tools.
Advanced degree or relevant certifications such as PMP, Agile/Scrum, or Lean Six Sigma preferred.

Responsibilities

Lead the portfolio operating model across EFT and adjacent business and technology portfolios, translating strategy into objectives and key results, governance routines, decision rights, and execution guardrails.
Lead planning and execution for complex, high-profile technology products, services, and initiatives spanning multiple organizations and lines of business.
Establish demand and intake management, ensuring proposed investments define the problem, outcomes, executive sponsorship, strategic alignment, expected value, estimated cost and capacity, dependencies, and key risks.
Drive portfolio prioritization and inform investment decisions through intake councils, quarterly business reviews, and other governance forums.
Develop multi-horizon roadmaps and integrated capacity plans aligning funding, workforce, vendors, technology dependencies, risk appetite, and delivery commitments.
Create scenario analyses and investment trade-off recommendations for decisions to accelerate, delay, fund, resize, sequence, or stop work.
Identify opportunities to simplify, consolidate, stop, or redirect investments that are duplicative, underperforming, misaligned, or unlikely to deliver sufficient value.
Standardize portfolio management and execution practices from intake and prioritization through implementation, adoption, stabilization, value realization, and continuous improvement.
Monitor portfolio health across schedule, scope, cost, capacity, benefits, risk, quality, adoption, and strategic alignment, recommending actions to senior leaders.
Establish value-realization practices connecting investment decisions and delivery milestones to measurable business, technology, risk, productivity, financial, and customer outcomes.
Conduct post-implementation value reviews comparing actual outcomes with approved business cases and expected benefits, costs, adoption, and performance; recommend corrective action or investment changes as needed.
Manage cross-portfolio dependencies, pipeline capacity, sequencing, and resource constraints; identify systemic blockers and escalate issues requiring leadership intervention.
Partner across Technology, Business, Finance, Operations, Risk, Human Resources, Enterprise Architecture, and other functions to resolve complex issues and support integrated portfolio decisions.
Evaluate emerging technologies and capabilities, including artificial intelligence and automation, for potential improvements to productivity, controls, delivery, and business outcomes.
Ensure risk, regulatory, operational, architecture, and technology requirements are incorporated into portfolio planning and execution.
Coordinate enterprise cutovers, operational readiness, stabilization, and hypercare for complex or high-risk technology implementations.
Establish executive governance routines and prepare decision-quality materials that frame issues, options, trade-offs, impacts, risks, recommendations, and required decisions.
Establish portfolio data standards, reporting practices, and systems of record to improve data quality, transparency, forecasting, accountability, and executive decision-making.
Lead and coach matrixed program managers, business analysts, and vendor partners, strengthening planning, financial discipline, risk management, data storytelling, accountability, and execution rigor.
Continuously improve the portfolio operating model by identifying friction, eliminating unnecessary governance, simplifying processes, and improving speed to decision and value.
Support Wells Fargo's risk and compliance programs by following applicable policies and procedures, fulfilling risk and compliance obligations, escalating and remediating issues, and making sound risk decisions.