Portfolio Operations & Planning Director

Wells Fargo Bank•Charlotte, NC

23h•Hybrid

About The Position

Wells Fargo’s Consumer Banking & Lending Digital Organization is seeking a Portfolio Operations & Planning Director to lead a team responsible for portfolio governance and business support across Enterprise Digital Platforms & Experiences. The role connects strategy to execution across a broad portfolio of digital products and initiatives, partnering with Product, Design, Technology, Finance, Risk, and other functions to align priorities, surface dependencies and risks, and provide leaders with accurate, actionable information. The director will lead portfolio and investment planning, roadmap governance, execution reporting, operational health monitoring, design and planning governance, and organizational planning. The role also drives continuous improvement and automation, including AI adoption, to reduce manual reporting and improve portfolio information’s accuracy, accessibility, and timeliness. The position follows a hybrid work schedule and may require travel up to 10% of the time. It is not eligible for visa sponsorship. Required locations are Charlotte, North Carolina; Concord, California; and San Francisco, California. The listed base pay range is $185,000 to $300,000, with possible incentive opportunities. The posting end date is October 28, 2026.

Requirements

10+ years of digital product management or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
4+ years of management or leadership experience.
Ability to travel up to 10% of the time.

Nice To Haves

Experience leading portfolio governance within financial services or another complex regulated environment.
Strong executive communication, strategic thinking, analytical judgment, innovation leadership, organizational-change, talent-management, and resource-planning capabilities.
Demonstrated success establishing KPI frameworks, executive reporting, portfolio governance, intake routines, and standardized performance management.
Ability to influence across organizational boundaries, establish clear accountability, and resolve highly complex issues involving multiple priorities, data sources, platforms, and stakeholders.
Experience partnering across Digital, Technology, Data & Analytics, Operations, Risk, Compliance, Legal, Fraud, Cybersecurity, Design, Marketing, and line-of-business product teams.
Ability to lead through ambiguity while balancing client value, business priorities, data quality, operational feasibility, control requirements, scalability, and speed to market.
Experience communicating actionable insights to senior leaders and cross-functional teams.
Demonstrated success translating data, research, client feedback, and market intelligence into strategic plans, prioritized opportunities, executable initiatives, and measurable business outcomes.

Responsibilities

Lead and develop a team responsible for portfolio governance, strategic planning, process improvement, horizontal risk and controls, and other business support functions across Enterprise Digital Platforms & Experiences.
Drive roadmap discipline so product roadmaps accurately reflect approved work, expected delivery timing, rollout information, business benefits, and current status.
Provide early visibility into delivery and operational risks, ensuring issues have clear root causes, owners, next actions, and target dates.
Translate complex information into clear insights, recommendations, and actions to enable executive decision-making.
Partner with Design, Technology, and Product teams to align priorities, resources, and dependencies; identify solutions to emerging risks or gaps and ensure appropriate leader attention.
Lead portfolio and investment planning, including centralized views of initiatives, estimated costs, organizational capacity, and staffing plans.
Oversee design and planning governance, providing forward-looking visibility into design approvals and alignment across impacted products.
Support organizational planning, including workforce views, staffing ratios, organizational structures, business routines, and leadership reporting.
Drive continuous improvement and automation, including AI adoption, to reduce manual reporting and improve portfolio information accuracy, accessibility, and timeliness.
Travel up to 10% of the time.