Lead Strategy & Planning Consultant

About this role:

The Wholesale Digital and Innovation team at Wells Fargo is looking for a dynamic individual to focus on planning, and analysis for complex initiatives spanning product, technology, and data domains. This role partners closely with Product, Technology, Finance, and Business stakeholders to drive business outcomes through structured planning, data‑driven decision‑making, and strong execution discipline. The role ensures transparency across teams, accurate forecasting, and robust metrics tracking to support business reviews and OKRs.

In this role, you will:

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

• Own end‑to‑end reporting across multiple initiatives, ensuring alignment to product strategy, business priorities, and delivery commitments.

• Drive quarterly and annual planning, roadmap alignment, and dependency management.

• Establish and maintain governance for reporting.

• Collaborate with Product Leads and Executives for consistent execution of Digital Product delivery.

• Identify strategic business investments and alliance opportunities.

• Collaborate strategically and consult with all levels for planning.

• Partner with executive management across Wells Fargo to define the business strategy and create, execute corresponding business plans and initiatives.

• Communicate strategy and related business plans to management.

Required Qualifications:

• 5+ years of strong experience in planning, data analysis and delivering complex initiatives across Product and Technology teams.

• Proficient in MS. Excel, SharePoint, PowerPoint, Jira and Power BI.

• Solid understanding of Agile / Scrum methodologies and modern delivery practices.

• Demonstrated experience working on Jira for sizing, estimates, reporting and delivery planning.

• Strong business acumen with experience in business case development, financial analysis, and investment planning.

• Proven ability to work with data, which includes pulling, analysing, and translating data into insights and decisions.

• Experience defining and managing OKRs, KPIs, and executive‑level metrics.

• Excellent stakeholder management, communication, and coordination skills.

Desired Qualifications:

• Experience in managing large, matrixed and enterprise data.

• Background in digital platforms, data‑heavy products, or technology‑led transformations.

• Experience preparing executive‑level materials for portfolio reviews, and business updates.

Job Expectations:

• Enthusiastic, highly motivated, and detail-oriented individual with can-do attitude

• Ability to create clarity and structure in complex environment.

• Able to work effectively and collaboratively with different stakeholders.

• Excellent communication and problem-solving skills.

• Ability to thrive in rapidly changing and constantly evolving banking domain.

• Be proactive, pragmatic and solution oriented.

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.

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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.