Lead Strategy & Planning Consultant

About this role:

Wells Fargo is seeking a Lead Strategy & Planning Consultant

In this role, you will:

Lead complex initiatives with broad impact and act as key participant in large scale planning

Provide principal level strategic consulting services to client organizations

Represent Wells Fargo on Industry boards and committees

Review and analyze complex larger-scale or longer-term challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors

Identify strategic business investments and alliance opportunities

Make decisions in complex situations that influence and lead the broader work team to meet deliverables and drive new initiatives

Provide guidance to less experienced staff

Evaluate and approve process of identified opportunities

Collaborate strategically and consult with all levels to resolve issues and achieve goals

Partner with executive management across Wells Fargo to define the business strategy and create then execute corresponding business plans and initiative

Communicative strategy and related business plans to management

Required Qualifications:

5+ 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:

Minimum 12+ years of professional experience

Experience leading hypothesis‑driven digital competitive and market analysis across banks, fintechs, and technology providers, particularly within commercial and institutional banking.

Strong understanding of how commercial and institutional banking products (e.g., payments, lending, liquidity, servicing, onboarding) are distributed, serviced, monetized, and digitized across the industry.

Demonstrated ability to analyze how competitors invest, build, partner, and position digital capabilities, and assess strategic implications for digital platforms and product strategy.

Deep domain knowledge of commercial and institutional banking products, client segments, operating models, and regulatory considerations.

Proven experience mapping end‑to‑end client journeys and identifying pain points across digital channels and servicing models.

Track record of translating external market and competitive signals into clear strategic options, trade‑offs, and implications.

Experience influencing business, product, or investment decisions through fact‑based perspectives that challenge assumptions and inform strategic direction.

Exposure to investment planning, roadmap prioritization, or build‑versus‑buy evaluations, supported by credible competitive context.

Demonstrated ability to work directly with senior leaders and executive stakeholders, presenting complex insights clearly and effectively.

Recognized as a trusted strategic thought partner in leadership discussions, strategy reviews, or executive working sessions.

Posting End Date:

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.