Strategy & Planning Director

Wells Fargo•New York, NY

1d•$185,000 - $300,000•Hybrid

About The Position

Wells Fargo is seeking a Strategy & Planning Managing Director or Executive Director to join the Wealth & Investment Management (WIM) Strategy team. The Strategy Director advises and supports the Head of WIM Strategy and WIM leadership in designing and driving business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem. The role is accountable for developing and leading strategic plans, advancing business transformation, and positioning WIM for sustainable long-term growth in an evolving competitive and regulatory environment. The Strategy Director leads a team of Strategy professionals and owns a portfolio of high-stakes strategic agendas from problem definition through executive decision and implementation. The role works directly with, supports, and influences members of the WIM Operating Committee and their teams. The successful candidate combines deep knowledge of the wealth management and investment industry with structured problem solving, critical thinking, quantitative rigor, and concise executive communication. Success requires effectiveness in a matrixed organization, partnership-building across business and functional areas, leadership through influence, urgency, and personal accountability for results. The role includes leading strategic planning for WIM and its business portfolios; developing strategies across digital and self-directed wealth, workplace wealth, deposits, lending, trust, and emerging areas such as digital assets; advancing business transformation and AI-enabled efficiency; coordinating with firmwide and cross-line-of-business objectives; and managing and developing a team. The Strategy Director also enhances internal consulting and analytics capabilities, communicates strategic recommendations and execution roadmaps to senior leaders, and provides strategic oversight to support responsible growth, risk excellence, and differentiated client and advisor experiences. The position is hybrid, following Wells Fargo policy, with New York City preferred and some travel required. The officer title of Executive Director or Managing Director will depend on the candidate’s experience and level at hire. The listed base pay range is $185,000 to $300,000, and employees may also be eligible for incentive opportunities.

Requirements

10+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
4+ years of management or leadership experience.
Exceptional problem-solving and analytical skills, with a record of converting insights into actionable plans.
Ability to build relationships and collaborate, influence, and negotiate with executive stakeholders.
Excellent written and verbal communication across audiences and levels.
Ability to manage effectively in a large-scale, complex matrixed organization and lead change through influence.
Ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that improve performance.
Ability to operate in a complex risk and regulatory environment and foster accountability, ownership, and results across teams and peers.
Some travel required.

Nice To Haves

10+ years of progressively increasing responsibility in wealth management, private banking, asset management, retirement, digital wealth, or advisory platform strategy; alternatively, experience as a Principal or Associate Partner at a top-tier management consulting firm focused on wealth or asset management, or as head or deputy head of corporate strategy at a peer wealth manager.
Experience leading strategy for a high-growth or transformation-oriented business and deep understanding of wealth management, including product and platform evolution, client segmentation, and advisor ecosystems.
An innovation mindset and ability to use emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by AI agents or workflows incorporated into strategic work.
Demonstrated expertise in several and working familiarity across most of digital and self-directed wealth; partnerships, corporate development, or M&A; workplace wealth including stock plan and retirement; deposit, lending, and trust growth within a wealth channel; digital assets; and operational and process improvement.
Experience structuring and negotiating commercial partnership or vendor agreements, including economics, term-sheet alternatives, and risk allocation.
Experience preparing Board of Directors and Investor Day strategy materials, ideally at a best-in-class peer.
Demonstrated ability to lead through influence and manage in a complex, matrixed organization.

Responsibilities

Develop and lead strategic plans for sustainable long-term WIM growth; own the annual strategic plan and strategy presentations for the Board of Directors and Investor Day.
Update, challenge, and refine the 3–5 year strategic vision and growth plan for an assigned portfolio of WIM businesses, including advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.
Develop and lead the strategy for digital and self-directed wealth products, including client segmentation, the self-directed-to-advised funnel, pricing, digital engagement economics, and build, buy, or partner recommendations.
Lead workplace wealth strategy across stock plan, equity compensation, and retirement offerings; structure, negotiate, and steward partnership agreements, including commercial terms, economics, and risk allocation, with relevant partners.
Lead the growth agenda for deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including cash and sweep economics, client primacy, and channel-level opportunity sizing.
Define WIM’s position in emerging areas such as digital assets, translating regulatory developments, competitor moves, and client demand into sequenced offer and investment decisions.
Advance business transformation by identifying, sizing, and driving AI-enabled organizational efficiency across WIM and building business cases with Finance, Human Resources, and Technology.
Monitor client expectations, advisor needs, competitive trends, regulatory developments, and technology innovations; benchmark across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
Coordinate alignment with firmwide and cross-line-of-business objectives, including Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Corporate Strategy.
Manage and develop less experienced managers and professional individual contributors; allocate team people and financial resources; contribute to Wells Fargo’s firmwide Strategy capabilities.
Enhance the team’s internal consulting and analytics capabilities and establish an AI-enabled operating model in which agents and AI tools perform research, modeling, and material production traditionally performed at the analyst level.
Communicate insights, strategic recommendations, and execution roadmaps clearly to senior leaders and stakeholders across WIM and the enterprise.
Provide strategic oversight and guidance to achieve business objectives, including responsible growth, risk excellence, and differentiated client and advisor experiences; develop policies and procedures where the work sets precedent.
Fulfill applicable risk and compliance responsibilities, including following policies and procedures, escalating and remediating issues, proactive risk monitoring and governance, and making sound risk decisions.