Senior Lead Strategy & Planning Consultant, Executive Director

About this role:

Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant, Executive Director, to join the Wealth & Investment Management (WIM) Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com.

The Senior Lead Consultant will advise and support the Head of WIM Strategy, the Strategy leadership team, and WIM business leaders in shaping business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem and will be accountable for leading the strategic plans and analyses that advance business transformation and position WIM for sustainable long-term growth in an evolving competitive and regulatory environment.

This is the Strategy team’s most senior individual contributor role. The Senior Lead Consultant will take the least-defined and highest-stakes questions on the agenda and carry them from hypothesis through executive decision. They will work directly with, support, and influence members of the WIM Operating Committee and their teams and will coach Vice President and Senior Assistant Vice President colleagues without formal reporting lines.

The successful candidate brings a deep understanding of the wealth management and investment industry — client segments, advisor models, platform capabilities, investment products, regulatory considerations, and the competitive landscape — combined with the management consultant’s toolkit: structured problem solving, critical thinking, quantitative rigor, and concise executive communication. Critical success factors include managing effectively in a matrixed organization, building partnerships across business and functional areas, and leading through influence, with a sense of urgency and personal accountability for results.

In this role, you will:

• Lead the development of strategic plans that position WIM for sustainable long-term growth and lead major sections of the WIM annual strategic plan and strategy presentations for the Board of Directors and Investor Day.

• Update, challenge, and refine the long-term strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.

• Develop the strategy for digital and self-directed wealth products, including client segmentation, the self-directed-to-advised funnel, pricing and digital engagement economics, and build, buy, or partner recommendations.

• Develop the workplace wealth strategy across stock plan, equity compensation, and retirement offerings, and evaluate and structure partnership agreements, commercial terms, economics, and risk allocation, supporting negotiation with Legal, Risk, Finance, Product, and Corporate Development partners.

• Build the growth case for deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including cash and sweep economics, client primacy, and channel-level opportunity sizing.

• Develop WIM’s point of view on emerging areas including digital assets, converting regulatory developments, competitor moves, and client demand into a recommended sequence of offer and investment decisions.

• Identify, size, and quantify AI-enabled organizational efficiency opportunities across WIM, and build the business case with Finance, Human Resources, and Technology.

• Advance WIM’s understanding of evolving client expectations, advisor needs, competitive trends, regulatory developments, and technology innovations, and continually benchmark across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.

• Drive alignment and coordination with firmwide and cross-LOB objectives, including with Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Corporate Strategy.

• Provide guidance and coaching to less experienced Strategy professionals and contribute to Wells Fargo’s firmwide Strategy capabilities.

• Advance the team’s internal consulting and analytics capabilities, and work within an AI-enabled operating model in which agents and AI tooling carry the research, modeling, and material production traditionally performed at the analyst level.

• Ensure insights, strategic recommendations, and execution roadmaps are well communicated and understood by senior leaders and stakeholders across WIM and the enterprise.

• Deliver solutions that are long-term and large-scale and require vision, creativity, advanced analytical and inductive thinking, and coordination of highly complex activities, in support of responsible growth, risk excellence, and differentiated client and advisor experiences.

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:

• A strategy leader with 7+ years of progressively increasing responsibility in wealth management, private banking, asset management, retirement, digital wealth, or advisory platform strategy; alternatively, a Principal, Associate Partner, or senior Engagement Manager at a top-tier management consulting firm with a wealth or asset management focus, or a senior corporate strategy role 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 with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance — evidenced by AI agents or workflows the candidate has built into how strategic work gets done.

• Demonstrated expertise in at least one, and working familiarity across several, 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; operational and process improvement.

• Experience evaluating and structuring 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.

• Experience operating in a large-scale, complex matrixed organization, and driving change through influence rather than authority.

• Demonstrated ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that drive improved performance.

• A disciplined operator who can work in a complex risk and regulatory environment, and a record of raising the standard of colleagues without formal reporting lines.

• Exceptional problem-solving and analytical skills with a track record of converting insights into actionable plans; demonstrated relationship building, collaboration, influence, and negotiation with executive stakeholders.

• Excellent written and verbal communication across audiences and levels.

Job Expectations:

• Some travel required.

• Ability to work at one of the locations in the job posting.

• This position does not offer relocation assistance.

• This position currently offers a hybrid work schedule.

• This position does not offer VISA sponsorship.

Posting Location:

• 500 West 33rd Street - New York, NY

​

​Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*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.

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.