Strategy & Planning Consultant - Commercial Banking

Wells Fargo•Charlotte, NC
•$77,000 - $145,000•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 translates them into operating model and execution improvements that enhance how Commercial Banking delivers for clients and employees. The consultant helps drive business and process improvements, collaborates on solutions to complex problems, and serves as a trusted thought partner and strategic advisor. The role partners with executive management within Commercial Banking and across Wells Fargo to define business strategy and develop business plans and initiative roadmaps. It participates in—and may lead—the design and execution of initiatives with broad impact and senior-leader visibility, helping establish governance, workplans, milestones, and success metrics. The consultant structures complex, ambiguous problems into clear hypotheses, analyses, and decision points; evaluates strategic opportunities, investment needs, and partnerships; and synthesizes market, competitive, and internal performance insights. The position also produces executive-ready presentations and written narratives, communicates recommendations and implications, and collaborates across levels to resolve issues and advance progress. The position currently offers a hybrid work schedule and is based at one of the listed locations in Charlotte, North Carolina, or San Francisco, California. Relocation assistance and visa sponsorship are not offered. Employees may be subject to compliance policies concerning outside activities and personal investing, including requirements to provide information to the Wells Fargo Personal Account Dealing Team and follow applicable policies. The role also carries responsibilities for applicable risk programs, compliance obligations, issue escalation and remediation, and sound risk decisions. The listed base pay range is $77,000 to $145,000. Employees may also be eligible for incentive opportunities. The posting end date is October 30, 2026, though the posting may be removed earlier due to applicant volume.

Requirements

  • At least 2 years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Bachelor’s degree in an analytical discipline such as Economics, Engineering, Finance, Mathematics, Physics, or a related field.
  • Ability to work at one of the locations listed in the 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 synthesizing market trends, financial information, and operating data into actionable insights and recommendations.
  • Excellent written and verbal communication skills, including PowerPoint, executive storytelling, and presentation capabilities.
  • Strong interpersonal and facilitation skills, including leading working sessions, collaborating across functions, and influencing without direct authority.
  • Self-motivation, initiative, accountability, and the ability to manage priorities independently and meet deadlines.

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 senior-leader visibility; help establish governance, workplans, milestones, and success metrics.
  • 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 clear recommendations and implications.
  • Identify and communicate opportunities, insights, and solutions; collaborate across levels to resolve issues and unblock progress.
  • Execute applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, 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
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