About this role:

Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant within the Strategy and Execution team for Small & Business Banking. This individual will define the overall strategy and business plan for Small & Business Banking. This role is a trusted partner, responsible for leading cross-functional research and strategic assessments that directly influence the financial and operational trajectory of the business. The ideal candidate will bring a strong strategic mindset, exceptional collaboration skills, and the ability to translate complex data into actionable insights.

In this role, you will:

Act as an advisor to the SBB leadership team to define and update the Small & Business Banking strategy and business plan.Strategic Assessments: Lead high-impact, cross-functional research and assessments at the direct request of the Head of SBB to inform critical business decisions.Strategic Planning: Develop and refine SBB’s strategic priorities, both short term and long-term plans, ensuring alignment with roadmaps and broader organizational goals.Business Analysis: Pro-actively analyze current and future business challenges, evaluate potential solutions, and recommend strategic paths forward.Cross-Functional Collaboration: Partner closely with teams across Finance, Customer Data & Analytics Insights (CDAI), Product, and others to ensure an integrated approach to strategy development and execution.Growth Enablement: Guide the business growth agenda by identifying opportunities, mitigating risks, and ensuring alignment with market trends and internal capabilities.Provide senior level strategic consulting services to client organizations and develop or influence highly complex business and technical needs across groups and functions.

Required Qualifications:

7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Direct experience in defining and owning strategies and business plans.Proven track record of leading strategic assessments with measurable business impact.Strong analytical and problem-solving skills with the ability to synthesize complex data into clear recommendations.Experience working in or with financial services or banking is a plus.Strong experience in strategy, business planning, management consulting, or a related field.Comfortable navigating ambiguity and driving clarity.High degree of professionalism, integrity, and executive presence.Exceptional communication and stakeholder management skills, including experience working with executive leadership.

Job Expectations:

This position is not eligible for Visa sponsorshipThis position will require onsite presence at one of the locations listed below in a hybrid work schedule

Location:

401 S. Tryon Charlotte, North Carolina

Posting End Date: 

22 Jul 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.