Wells Fargo is seeking a Business Strategy and Operations Lead who serves as a strategic advisor and force multiplier to the Fargo Product Executive, driving organizational effectiveness across product strategy, portfolio governance, operating rhythms, executive communications, and cross-functional execution. This role helps translate Fargo's vision into actionable priorities while ensuring alignment across Product Management, Product Delivery, Agent Experience & Development, Technology, AI/Model teams, Risk, Compliance, and Analytics.
Fargo is Wells Fargo's AI-powered digital banking assistant and one of the company's flagship customer experiences, delivering personalized guidance, proactive insights, and self-service capabilities to millions of customers. This role helps shape the strategy, operating model, and execution of one of the bank's most visible AI-powered platforms.
The role acts as the connective tissue across the Fargo organization, enabling leadership teams to operate at scale, accelerate decision-making, and improve execution against Fargo's key objectives of customer engagement, interaction growth, and call reduction.
This position combines elements of business management, strategy, portfolio management, communications, organizational effectiveness, and executive advisory responsibilities.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Strategic Planning & Portfolio Governance
- Partner with the Fargo leadership team to define annual, quarterly, and long-term strategic priorities.
- Lead portfolio governance processes across product initiatives, investments, and resource allocation.
- Establish and monitor organizational OKRs, KPIs, and performance measures.
- Drive executive-level prioritization discussions across competing initiatives.
- Develop frameworks to evaluate strategic opportunities, risks, and investment decisions.
- Coordinate planning cycles, roadmaps, and business reviews.
- Serve as a trusted thought partner to the Fargo Product Executive.
- Anticipate organizational challenges and proactively develop recommendations.
- Prepare decision materials, executive briefings, and recommendation packages.
- Conduct strategic analysis to support leadership decisions.
- Manage follow-up and accountability for executive commitments.
- Design and manage leadership operating rhythms.
- Oversee leadership meetings, business reviews, planning sessions, and all-hands events.
- Drive organizational effectiveness initiatives.
- Improve decision-making processes and escalation paths.
- Establish governance structures that reduce friction and improve execution.
- Develop executive presentations for senior leadership, operating committees, and management reviews.
- Manage organizational narratives around strategy, organizational changes, and key initiatives.
- Draft communications, talking points, executive summaries, and leadership updates.
- Ensure consistent messaging across Fargo and partner organizations.
- Coordinate efforts across Product, Technology, AI/Model Development, Design, Risk, Compliance, Operations, and Analytics.
- Manage executive-level dependencies and issue resolution.
- Lead special projects and transformational initiatives.
- Ensure alignment across teams working on Fargo's strategic roadmap.
- Establish executive dashboards and performance reporting.
- Monitor product, customer, operational, and financial metrics.
- Drive accountability against strategic goals.
- Identify emerging risks and opportunities.
- 7+ years of Artificial Intelligence Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in financial services, fintech, digital banking, AI, or technology, with expertise in strategy, digital product management, portfolio governance, KPI development, business case creation, and executive-level decision support.
- MBA or equivalent strategic leadership experience.
- Experience with portfolio management and investment governance.
- Experience working with AI/GenAI products and technology transformation programs.
- Consulting background (McKinsey, Bain, BCG, Deloitte, Accenture, etc.) or equivalent internal strategy experience.
- Ability to travel up to 10% of the time.
- This position offers a hybrid work schedule.
Posting Location(s):
- 401 S Tryon St. - Charlotte, North Carolina 28202
- 333 Market Street - San Francisco, California 94105
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.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
7 Aug 2026
* 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.
#BI-Hybrid
Skills Required
- 7+ years of Artificial Intelligence Solutions experience
- Required locations: Charlotte, NC or San Francisco, CA
- Hybrid work schedule (on-site/hybrid)
- Ability to travel up to 10% of the time
- Experience in financial services, fintech, digital banking, AI, or technology
- Expertise in strategy, digital product management, portfolio governance, KPI development, business case creation, and executive-level decision support
- MBA or equivalent strategic leadership experience
- Experience with portfolio management and investment governance
- Experience working with AI/GenAI products and technology transformation programs
- Consulting background (McKinsey, Bain, BCG, Deloitte, Accenture, etc.) or equivalent internal strategy experience
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
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Parental & Family Support — Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
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Retirement Support — Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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