Senior Strategy and Planning Consultant

Wells Fargo•Charlotte, NC

18h•$100,000 - $196,000•Hybrid

About The Position

About this role: Consumer Banking & Lending’s Payment Strategy team is seeking a Senior Strategy and Planning Consultant to help shape the future of Wells Fargo’s payment products, including debit, wires, and Zelle. In this role, you’ll lead strategic initiatives across pricing, customer segmentation, product development, and competitive intelligence. You’ll work as a trusted partner embedded within the CSBB organization, guiding business decisions and influencing how we deliver best‑in‑class payment experiences for our customers. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Lead or participate in moderately complex initiatives and deliverables within Payments Strategy & Planning Contribute to large scale planning related to Payments Strategy & Planning Assist in the identification of strategic business, investment opportunities, evaluation, and approval process of identified opportunities Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Resolve moderately complex issues Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Help with competitive analysis and track Payments industry trends

Requirements

4 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

Experience in market strategy, business development, or related roles within the financial services industry
Deep understanding of market trends, customer behavior, and competitive dynamics
Strong analytical skills with the ability to use data and insights to drive strategic decisions
Excellent verbal and written communications and presentation skills, with the ability to articulate complex strategies and ideas to diverse audiences
Experience in project management, strategic planning, and execution of cross-functional initiatives
A collaborative mindset, with a proven track record of working effectively across teams and functions
Strong understanding of banking products and services, customer behavior, and market dynamics; understanding of the Payments industry (e.g., debit, credit, networks, stablecoins) is very beneficial
Ability to influence, partner, and negotiate with senior business leaders to gain commitment
Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Responsibilities

Lead or participate in moderately complex initiatives and deliverables within Payments Strategy & Planning
Contribute to large scale planning related to Payments Strategy & Planning
Assist in the identification of strategic business, investment opportunities, evaluation, and approval process of identified opportunities
Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
Exercise independent judgment to guide medium risk deliverables
Resolve moderately complex issues
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
Help with competitive analysis and track Payments industry trends