Lead Technology Business Services Consultant

Wells Fargo Bank•Charlotte, NC

1d•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 priorities, executable plans, and measurable outcomes, and shapes how investments are evaluated, prioritized, governed, delivered, adopted, and assessed for value. It connects strategy, financial and workforce planning, technology delivery, risk, and business outcomes to support leadership investment and execution decisions. The position leads portfolio operating practices and planning for complex technology products, services, and initiatives across organizations and lines of business. It establishes demand and investment evaluation processes, develops roadmaps and capacity plans, supports governance and investment decisions, and monitors portfolio health and value realization. The role also coordinates dependencies, risk and operational readiness, and partners across Technology, Business, Finance, Operations, Risk, Human Resources, Enterprise Architecture, and other functions. The consultant creates executive decision materials and portfolio reporting, evaluates emerging technologies such as artificial intelligence and automation, and leads and coaches matrixed program managers, business analysts, and vendor partners. The position is hybrid and requires the ability to work in an office. Visa sponsorship and relocation assistance are not available.

Requirements

At least 5 years of information technology experience supporting business services, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
At least 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.
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 existing 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 actual 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 matrixed organizations while partnering with Technology, Finance, Human Resources, Risk, Enterprise Architecture, and business leaders.
Experience improving operational efficiency, simplifying processes, integrating risk and controls, and establishing sustainable governance.
Excellent executive communication, judgment, and decision facilitation; ability to simplify complex issues, constructively challenge assumptions, and manage competing priorities.
Proficiency with Jira, Confluence, Power BI, and Microsoft 365, or comparable portfolio, analytics, and collaboration tools.

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.
Experience with financial services and large-scale technology organizations.
Advanced degree or relevant certifications such as PMP, Agile/Scrum, or Lean Six Sigma.

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 processes that assess proposed investments for problem definition, outcomes, sponsorship, strategic alignment, value, cost, capacity, dependencies, and 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 that align funding, workforce, vendors, technology dependencies, risk appetite, and delivery commitments.
Create scenario analyses and investment trade-off recommendations for accelerating, delaying, funding, resizing, sequencing, or stopping 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; identify issues and recommend action 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 results with business cases, expected benefits, costs, adoption, and performance expectations; recommend corrective action or further investment, consolidation, or termination as appropriate.
Manage cross-portfolio dependencies, pipeline capacity, sequencing, and resource constraints; identify systemic blockers and escalate issues requiring leadership intervention.
Partner with Technology, Business, Finance, Operations, Risk, Human Resources, Enterprise Architecture, and other functions to resolve complex issues and enable integrated portfolio decisions.
Evaluate emerging technologies and capabilities, including artificial intelligence and automation, for potential improvements to productivity, controls, delivery, and business outcomes.
Incorporate risk, regulatory, operational, architecture, and technology requirements 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 framing issues, options, trade-offs, financial and operational 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.