Lead Test Design & Planning Consultant

Posted 4 Hours Ago
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead and consult on statistically robust marketing test-and-learn experiments; forecast ROI; analyze and optimize marketing levers; develop learning agendas; apply advanced analytics and programming; lead projects, mentor teammates, and communicate insights to stakeholders while ensuring legal and compliance adherence.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Data Science Consultant to join our expanding Marketing Science Team within Consumer Banking & Lending (CBL). In this role, you will consult on, design, and implement statistically robust testing strategies that drive marketing customer growth, engagement, and campaign performance. You will partner with stakeholders to continuously optimize testing approaches and improve efficiency across marketing initiatives. Additional responsibilities of the role include forecasting financial returns, assessing key marketing levers for future optimization, and developing a learning agenda for continuous refinement of our marketing campaigns. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Plan: Partner with cross-functional stakeholders to plan and size marketing strategies, aligning test design with business objectives and growth opportunities.
  • Test: Design, consult on, and execute statistically robust test-and-learn experiments that drive customer growth, engagement, and campaign performance.
  • Forecast: Support the monthly forecasting process by estimating future performance using historical data, including return on marketing investment.
  • Optimize: Evaluate key marketing levers to identify opportunities for optimization. Develop and maintain a forward-looking learning agenda to continuously refine marketing strategies, leveraging statistical techniques and experimental design. Apply advanced analytics and programming to interpret data, solve complex problems, and inform business decisions.
  • Lead: You will act as a key participant in large-scale planning for marketing initiatives, including those that are cross-functional with broad impact, by using advanced analytical and statistical techniques to generate actionable insights, trends, and recommendations. Provide guidance on data science best practices, methodologies, and tools to partners and peers. Lead projects and mentor teammates.
  • Collaborate: Collaborate strategically with peers, partners, and mid- to senior-level leaders to develop data-driven recommendations that resolve business challenges and advance strategic goals.
  • Communicate: Translate complex analyses into clear, actionable insights and recommendations for both technical and non-technical audiences. Engage effectively with stakeholders at all levels, including senior leadership, as a trusted advisor.
  • Legal & Compliance: Ensure all work adheres to applicable legal, regulatory, and compliance standards across marketing and analytics initiatives.
Required Qualifications:
  • 5+ years of data science experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
Desired Qualifications:
  • 2+ years of experience in statistical design of experiments, analytics, or forecasting for marketing initiatives, demonstrated through work experience, training, or education
  • Experience with analytical skills, demonstrated by experience consulting on, analyzing, and delivering insights that drive business impact, including incorporating feedback and refining analyses to improve outcomes
  • Experience with project management skills, demonstrated by ability to prioritize and manage multiple projects simultaneously, meet deadlines, communicate effectively, collaborate across teams, and adapt to changing priorities
  • Experience with leadership skills, demonstrated by proven ability to lead and influence initiatives by guiding decision-making, identifying and escalating risks, driving solutions, and coordinating work across teams and stakeholders
  • Experience with technical skills, demonstrated by experience with Excel, programming languages (SQL, Python, R, SAS, etc.), large datasets (data manipulation and engineering), and data visualization tools (Excel, Tableau, Power BI, etc.)
  • Experience with Design of Experiments / Hypothesis Testing using marketing data to inform marketing strategy decisions for that drive the business forward
Job Expectations:
  • Ability to travel 10% of the time
  • Hybrid work schedule. Must be able to work from one of the approved jobs posting locations three (3) days in office & two (2) days remote.
  • This position is not eligible for Visa sponsorship.
  • Relocation assistance is not available for this position.
Posting End Date:
11 Jul 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.
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.
#BI-Hybrid

Skills Required

  • 5+ years of data science experience (or equivalent via work, training, military experience, education)
  • Master's degree or higher in a quantitative discipline (mathematics, statistics, engineering, physics, economics, computer science)
  • 2+ years experience in statistical design of experiments, analytics, or forecasting for marketing initiatives
  • Experience consulting on, analyzing, and delivering insights that drive business impact
  • Project management skills: prioritize/manage multiple projects, meet deadlines, collaborate across teams
  • Leadership skills: lead and influence initiatives, identify/escalate risks, coordinate across stakeholders
  • Technical skills: Excel, programming languages (SQL, Python, R, SAS), large dataset manipulation/engineering
  • Experience with data visualization tools (Excel, Tableau, Power BI)
  • Experience with Design of Experiments / Hypothesis Testing using marketing data

Wells Fargo Compensation & Benefits Highlights

  • 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.
  • 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.
  • 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.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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