Strategy & Planning Consultant - Commercial Banking

Wells Fargo Bank•San Francisco, CA
•Hybrid

About The Position

Wells Fargo is seeking a Strategy & Planning Consultant to join the Commercial Banking Strategy team. The role supports growth and strategic priorities and helps translate them into operating model and execution improvements that enhance how Commercial Banking serves clients and employees. The successful candidate will help drive business and process improvements, develop creative solutions to complex problems, and serve as a trusted thought partner and strategic advisor. The position currently offers a hybrid work schedule and is based at one of the listed locations: Charlotte, North Carolina, or San Francisco, California. Relocation assistance and visa sponsorship are not offered. Specific compliance policies may apply to outside activities and personal investing.

Requirements

  • At least 2 years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
  • Ability to work at one of the locations listed in the job posting.

Nice To Haves

  • Experience at a top-tier strategy consulting firm or in an in-house strategy, corporate strategy, or CEO office role with comparable analytical rigor.
  • Knowledge of or experience in financial services, particularly commercial banking.
  • Strong analytical and problem-solving skills, including the ability to synthesize market trends, financial information, and operating data into actionable insights and recommendations.
  • Excellent written and verbal communication skills, including strong PowerPoint, executive storytelling, and presentation capabilities.
  • Strong interpersonal and facilitation skills, with the ability to lead working sessions, collaborate across functions, and influence without direct authority.
  • Self-motivation, initiative, accountability, and the ability to independently manage priorities and meet deadlines.
  • Bachelor’s degree in an analytical discipline such as Economics, Engineering, Finance, Mathematics, Physics, or a related field.

Responsibilities

  • Partner with executive management within Commercial Banking and across Wells Fargo to define business strategy and develop business plans and initiative roadmaps.
  • Participate in and potentially lead the design and execution of initiatives with broad impact and visibility with senior leaders.
  • Help establish governance, workplans, milestones, and success metrics for initiatives.
  • Structure and solve complex, ambiguous problems by translating leadership questions into clear hypotheses, analyses, and decision points.
  • Evaluate strategic business opportunities, investment needs, and partnership opportunities.
  • Synthesize market, competitive, and internal performance insights.
  • Create executive-ready PowerPoint presentations and written narratives that turn analysis into crisp recommendations and clear implications.
  • Identify and communicate opportunities, insights, and solutions.
  • Collaborate across levels to resolve issues and unblock progress.

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
  • Employees may also be eligible for incentive opportunities.
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