Senior Lead Strategy & Planning Consultant, Executive Director

Wells Fargo Bank•New York, NY

2d•Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant, Executive Director, to join the Wealth & Investment Management (WIM) Strategy team. The Senior Lead Consultant will advise and support the Head of WIM Strategy, the Strategy leadership team, and WIM business leaders in shaping business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem. They will be accountable for leading the strategic plans and analyses that advance business transformation and position WIM for sustainable long-term growth in an evolving competitive and regulatory environment. This is the Strategy team’s most senior individual contributor role. The Senior Lead Consultant will take the least-defined and highest-stakes questions on the agenda and carry them from hypothesis through executive decision. They will work directly with, support, and influence members of the WIM Operating Committee and their teams and will coach Vice President and Senior Assistant Vice President colleagues without formal reporting lines. The successful candidate brings a deep understanding of the wealth management and investment industry — client segments, advisor models, platform capabilities, investment products, regulatory considerations, and the competitive landscape — combined with the management consultant’s toolkit: structured problem solving, critical thinking, quantitative rigor, and concise executive communication. Critical success factors include managing effectively in a matrixed organization, building partnerships across business and functional areas, and leading through influence, with a sense of urgency and personal accountability for results.

Requirements

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

Nice To Haves

A strategy leader with 7+ years of progressively increasing responsibility in wealth management, private banking, asset management, retirement, digital wealth, or advisory platform strategy; alternatively, a Principal, Associate Partner, or senior Engagement Manager at a top-tier management consulting firm with a wealth or asset management focus, or a senior corporate strategy role at a peer wealth manager.
Experience leading strategy for a high-growth or transformation-oriented business, and deep understanding of wealth management, including product and platform evolution, client segmentation, and advisor ecosystems.
An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance — evidenced by AI agents or workflows the candidate has built into how strategic work gets done.
Demonstrated expertise in at least one, and working familiarity across several, of: digital and self-directed wealth; partnerships, corporate development, or M&A; workplace wealth including stock plan and retirement; deposit, lending, and trust growth within a wealth channel; digital assets; operational and process improvement.
Experience evaluating and structuring commercial partnership or vendor agreements, including economics, term-sheet alternatives, and risk allocation.
Experience preparing Board of Directors and Investor Day strategy materials, ideally at a best-in-class peer.
Experience operating in a large-scale, complex matrixed organization, and driving change through influence rather than authority.
Demonstrated ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that drive improved performance.
A disciplined operator who can work in a complex risk and regulatory environment, and a record of raising the standard of colleagues without formal reporting lines.
Exceptional problem-solving and analytical skills with a track record of converting insights into actionable plans; demonstrated relationship building, collaboration, influence, and negotiation with executive stakeholders.
Excellent written and verbal communication across audiences and levels.

Responsibilities

Lead the development of strategic plans that position WIM for sustainable long-term growth and lead major sections of the WIM annual strategic plan and strategy presentations for the Board of Directors and Investor Day.
Update, challenge, and refine the long-term strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.
Develop the strategy for digital and self-directed wealth products, including client segmentation, the self-directed-to-advised funnel, pricing and digital engagement economics, and build, buy, or partner recommendations.
Develop the workplace wealth strategy across stock plan, equity compensation, and retirement offerings, and evaluate and structure partnership agreements, commercial terms, economics, and risk allocation, supporting negotiation with Legal, Risk, Finance, Product, and Corporate Development partners.
Build the growth case for deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including cash and sweep economics, client primacy, and channel-level opportunity sizing.
Develop WIM’s point of view on emerging areas including digital assets, converting regulatory developments, competitor moves, and client demand into a recommended sequence of offer and investment decisions.
Identify, size, and quantify AI-enabled organizational efficiency opportunities across WIM, and build the business case with Finance, Human Resources, and Technology.
Advance WIM’s understanding of evolving client expectations, advisor needs, competitive trends, regulatory developments, and technology innovations, and continually benchmark across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
Drive alignment and coordination with firmwide and cross-LOB objectives, including with Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Corporate Strategy.
Provide guidance and coaching to less experienced Strategy professionals and contribute to Wells Fargo’s firmwide Strategy capabilities.
Advance the team’s internal consulting and analytics capabilities, and work within an AI-enabled operating model in which agents and AI tooling carry the research, modeling, and material production traditionally performed at the analyst level.
Ensure insights, strategic recommendations, and execution roadmaps are well communicated and understood by senior leaders and stakeholders across WIM and the enterprise.
Deliver solutions that are long-term and large-scale and require vision, creativity, advanced analytical and inductive thinking, and coordination of highly complex activities, in support of responsible growth, risk excellence, and differentiated client and advisor experiences.