Strategy & Planning Consultant

About the position

Wells Fargo is seeking a Strategy & Planning Consultant in Consumer and Small Business Banking Operations. This role will help support the work for the enterprise-wide transformational program designed to move Wells Fargo to an industry leading Customer service model. The Contact Center transformation program is a multi-year initiative spanning all contact centers across the enterprise with a focus on modernizing our technology infrastructure and enabling consistency to drive improvements in customer experience and operational effectiveness.

Responsibilities

• Assist on strategic planning initiatives, to support large-scale transformation projects, ensuring alignment with organizational goals.
• Conduct research and analysis, to identify trends, risks, and opportunities that inform strategic decision-making.
• Assist in the development of detailed project plans, timelines, and roadmaps for transformation initiatives, coordinating across teams to ensure timely delivery.
• Contribute to stakeholder communication efforts, by preparing presentations, reports, and summaries to highlight key project insights and updates.
• Support cross-functional teams, in problem-solving sessions, providing data-driven insights and innovative recommendations.
• Track and report progress, against defined goals and objectives, identifying potential bottlenecks and recommending solutions.
• Develop expertise, in transformation methodologies and tools, gaining hands-on experience and building a foundation for future leadership roles.

Requirements

• 2+ 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

• 2+ years of experience leading or supporting large scale business or technology transformation programs in a banking environment.
• Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Project, and Teams) skills.
• Experience developing customized reports and ad hoc analyses to make recommendations.
• Experience managing communications and documentation projects.
• Large-scale project management skills.
• Strong analytical skills, ability to use data to solve business problems.
• Ability to lead projects/initiatives with high risk and complexity.
• Ability to manage multiple and competing priorities.
• Experience at a Big 4 or other Management Consulting Top Tier Firm.
• Strong problem solving and analytical skills with ability to turn findings into strategic initiatives.
• Experience in supporting cross-organizational strategic initiatives, transformation initiatives, and/or change management initiatives at a large bank with the ability to drive change in a consistent and well aligned manner.
• Good interpersonal skills, demonstrated ability to function as an individual contributor and also to work in large teams.
• Intellectually curious with strong analytical skills, including demonstrated ability to draw actionable insights and building strategies against the analysis.