Senior Lead Strategy & Planning Consultant

Wells Fargo•Wilmington, DE

3d•Hybrid

About The Position

Wells Fargo is seeking a Senior Lead Strategy and Planning Consultant (Executive Director level role) to support the Business Credit Card leadership team in shaping and delivering the strategic growth agenda for the Card & Personal Loans (CPL) line of business. This role serves as a strategic partner to senior leaders, focused on enterprise planning, organizational effectiveness, execution of complex initiatives, and clear, aligned communication across a highly matrixed organization. Card & Personal Loans (CPL) provides customers with a broad range of credit solutions, delivering industry‑leading products, rewards, and benefits that help business customers start, run, and grow their businesses. The Senior Lead Strategy and Planning Consultant will play a critical role in advancing the business credit card growth strategy. This individual will work closely with business credit card leadership, functional partners, and subject matter experts to develop and execute strategies that enable responsible, profitable growth. Through structured analysis, strategic planning, and disciplined execution, this role will help leadership identify growth opportunities, resolve constraints, align priorities, and drive measurable outcomes across the business credit card portfolio. The role will require a blend of strategic planning, business transformation, consulting, partner management, risk awareness, and executive communications.

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

Financial services experience, with strong knowledge of Credit Cards and/or Retail Banking
Experience leading large, cross‑functional initiatives in a matrixed environment
Management consulting experience or consulting on complex strategic initiatives
Strong understanding of project and program management principles
Extensive experience utilizing PowerPoint to create executive‑level presentations that inform and influence senior leaders.
Demonstrated ability to operate effectively amid ambiguity, change, and competing priorities
Advanced analytical capabilities with a track record of delivering actionable, data‑driven insights
Structured problem solver with excellent written, verbal, and interpersonal communication skills
Experience using data and narrative to drive alignment and decision‑making
Ability to perform in a fast‑paced, high‑pressure environment

Responsibilities

Lead the design, maintenance, and delivery of the business credit card strategic growth plan, ensuring alignment to enterprise priorities
Provide data‑driven insights and recommendations to improve business performance, execution rigor, and organizational efficiency
Manage a portfolio of large‑scale, cross‑functional initiatives, driving accountability, dependency management, and on‑time delivery
Develop and execute a comprehensive communications strategy that drives alignment across all levels of the organization, including strategic updates for senior executives
Serve as a trusted advisor to senior leadership, translating complex data and analysis into clear, actionable guidance
Develop executive materials for Business Card business reviews and forums
Lead and influence subject matter experts and partners to produce fact‑based recommendations that support strategic decision‑making
Establish and monitor OKRs and KPIs to measure progress, identify risks, and course‑correct as needed, including supporting annual target setting
Lead the development and execution of the AI learning and enablement strategy for Business Credit Card, in partnership with the Card & Personal Loans (CPL) organization, to build capability, accelerate adoption, and support strategic decision‑making
Deliver Chief of Staff–style support for the Business Credit Card leadership team, including leadership alignment, agenda setting, prioritization, decision framing, and follow‑through on strategic commitments