Senior Lead Strategy & Planning Consultant

Wells Fargo Bank•Charlotte, NC
•Hybrid

About The Position

Wells Fargo’s Consumer Banking & Lending (CBL) is seeking a Senior Lead Strategy and Planning Consultant to join its Digital Strategy team. This senior individual contributor will shape strategy across a portfolio of highly complex digital priorities and advise senior leadership on product direction, investment choices, and long-term plans. The role partners across product, design, technology, data, risk, and business teams to translate enterprise opportunities into clear strategies, requirements, and scalable solutions that deliver measurable business and customer outcomes. The Senior Lead independently addresses ambiguous, enterprise-level challenges, applies advanced analytical and inductive thinking, and influences decisions across multiple areas. The role provides vision, direction, and expertise to senior leaders while coordinating complex work and guiding professionals across the organization, without direct people-management accountability. The position offers a hybrid work schedule and may require travel up to 10% of the time. It is not eligible for Visa sponsorship. The listed posting locations are Charlotte, North Carolina; San Francisco, California; and Irving, Texas. The base pay range is $159,000 to $305,000. Pay may vary based on factors including performance, skills, experience, and work location; employees may also be eligible for incentive opportunities.

Requirements

  • At least 7 years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • Ability to travel up to 10% of the time.

Nice To Haves

  • Top-tier consulting experience.
  • Deep experience developing digital strategy and requirements for large-scale platforms, products, or portfolios with significant business and customer impact.
  • Expert strategic, analytical, and structured thinking skills, including framing ambiguous problems, evaluating complex tradeoffs, and developing long-term solutions.
  • Demonstrated ability to advise senior leadership, influence enterprise decisions, and build alignment across multiple functions without relying on direct authority.
  • Exceptional written and verbal communication skills, including translating complex business and technical topics into clear, executive-ready recommendations.
  • Experience leading highly complex, cross-organizational initiatives involving product, design, engineering, data, analytics, operations, risk, and control partners.
  • Ability to coordinate complex activities and provide direction, coaching, and subject-matter guidance to professionals and managers.
  • Experience in financial services, banking, or another highly regulated industry.
  • Experience using customer insights, performance data, market trends, and emerging capabilities, including AI or advanced analytics, to inform digital product strategy.

Responsibilities

  • Advise senior leadership on the development and influence of digital, data, and AI products, initiatives, plans, specifications, resources, and long-term goals for complex business and technical needs across the Digital environment.
  • Lead strategy and resolve highly complex, unique challenges requiring in-depth evaluation across multiple functional areas or the enterprise.
  • Develop long-term, large-scale solutions using vision, creativity, innovation, advanced analytical thinking, and sound judgment.
  • Shape priorities by synthesizing customer insights, market trends, business performance, data, and platform considerations into clear strategies and requirements.
  • Provide vision, direction, and expertise to senior leadership on significant business plans, programs, and initiatives with broad organizational impact.
  • Build alignment with professionals and managers across product, design, engineering, data, analytics, operations, risk, and control functions.
  • Coordinate complex cross-functional activities, clarify decision points, guide others, accelerate execution, and resolve obstacles.
  • Create and deliver executive-ready recommendations, decision materials, roadmaps, and success measures for senior leadership, often under tight timelines and with evolving inputs.
  • Serve as an expert advisor and visible thought leader, strengthening digital product management practices and influencing enterprise priorities without direct people-management accountability.
  • Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues and make sound risk decisions.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available
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