Senior Lead, Branch Performance Design & Insights

Posted An Hour Ago
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Phoenix, AZ, USA
Hybrid
139K-239K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About This Role
Wells Fargo is seeking a Senior Lead Business Execution Consultant to define how performance is measured, managed, and rewarded across the National Branch Network. This role is responsible for designing performance metrics, customer attribution frameworks, and peer benchmarking models that align business strategy to field execution and incentive compensation.
This role will act as a central integrator across strategy, data, product, finance, incentive compensation teams, and various partners to ensure performance measurement is consistent, transparent, and drives desired business outcomes.
In this role, you will:
  • Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening
  • Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation
  • Ensure alignment between leading indicators, business outcomes, and pay for performance structures
  • Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans
  • Standardize and simplify dashboards to improve transparency, consistency, and field usability
  • Define Branch Customer List frameworks, including customer inclusion criteria and portfolio attribution
  • Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements
  • Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons
  • Embed peer group frameworks into reporting, incentives, and field routines
  • Translate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end execution
  • Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks
Required Qualifications
  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 5+ years of experience in business analysis supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomes
Desired Qualifications:
  • 4+ years of experience in financial services, with focus on consumer banking or lending
  • Experience designing and implementing field performance frameworks or incentive compensation that drive business outcomes
  • Deep knowledge of retail banking and branch performance, including drivers of growth and field behavior
  • Experience with customer segmentation and portfolio strategy
  • Experience building and optimizing reporting dashboards to support performance management, decision making, and strategy
  • Proven ability to influence and align senior executive stakeholders in complex, matrixed environments
  • Experience translating enterprise strategy into scalable operating models, frameworks, and execution plans
  • Experience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groups
  • Strong executive communication skills with the ability to drive adoption and sustained behavioral change
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • Ability to travel up to 25% of the time
  • This position offers a hybrid work schedule
  • This position is not eligible for Visa sponsorship
About this Role
Wells Fargo is seeking a Senior Lead, Branch Performance Design & Insights to shape how performance is measured, managed, and rewarded across the National Branch Network.
This role sits at the center of business strategy, data, and execution-responsible for designing the metrics that power reporting and incentive compensation, defining how customers are attributed to branches, and ensuring fair and meaningful performance comparisons across the network.
If you are a strategic thinker who thrives in complex, highly matrixed environments and enjoys translating business strategy into measurable outcomes, this is a unique opportunity to drive enterprise impact.
In this role, you will:
Design Performance Metrics that Drive Growth
  • Develop new branch and banker performance metrics aligned to key growth priorities (e.g., deposits, checking, customer deepening).
  • Define metric logic, eligibility rules, and performance thresholds to support integration into incentive compensation.
  • Ensure alignment between leading indicators, business outcomes, and pay-for-performance structures.
Connect Metrics to Reporting & Incentives
  • Partner with data, product, and incentive compensation teams to embed metrics into reporting platforms and compensation plans.
  • Simplify and standardize field-facing dashboards to improve transparency and actionability.
  • Ensure performance measurement is clear, consistent, and trusted across the organization.
Own Branch Customer List (BCL) Strategy
  • Define the framework for which customers are included in branch portfolios for outreach, deepening, and performance attribution.
  • Establish rules for customer ownership and alignment to branch P&Ls.
  • Partner cross-functionally to operationalize and evolve the Branch Customer List construct.
Build Peer Group Frameworks
  • Design branch and district peer groups to enable fair and meaningful performance comparisons.
  • Incorporate factors such as market opportunity, complexity, and customer mix into performance benchmarking.
  • Embed peer groups into reporting, incentives, and field routines.
Lead Cross-Functional Execution
  • Partner closely with Product, Data/Business Intelligence, Finance, HR, and Strategy teams.
  • Translate business priorities into clear requirements for data and technology partners.
  • Act as a central integrator across teams to ensure end-to-end delivery of initiatives.
Drive Governance & Continuous Improvement
  • Establish governance processes for metric, peer group, and customer attribution updates.
  • Monitor performance outcomes and field behavior to refine metrics and frameworks over time.
  • Deliver data-driven insights and recommendations to senior leadership.
Preferred Qualifications
  • Experience designing or supporting incentive compensation and/or field reporting frameworks
  • Knowledge of retail banking or branch performance models
  • Experience with customer segmentation, portfolio strategy, or attribution models
  • Familiarity with performance reporting tools and dashboard design
Role Characteristics
  • Level: Senior Lead Business Execution Consultant (P5)
  • Management: Individual contributor (no direct reports)
  • Scope: Enterprise-wide influence across branch strategy, product, data, and incentives
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.
$139,000.00 - $239,000.00
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
Posting End Date:
25 Jun 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 Business Execution, Implementation, or Strategic Planning experience (or equivalent via experience, training, military, or education).
  • 5+ years of business analysis supporting sales organizations, focusing on performance measurement, data modeling, and dashboard building.
  • Ability to travel up to 25% of the time.
  • Experience designing or supporting incentive compensation and field reporting frameworks.
  • Experience in financial services, particularly consumer banking or lending.
  • Knowledge of retail banking and branch performance drivers.
  • Experience with customer segmentation, portfolio strategy, or attribution models.
  • Experience building and optimizing performance reporting dashboards.
  • Proven ability to influence and align senior executive stakeholders in matrixed environments.
  • Experience leading cross-functional initiatives and translating strategy into operating models.
  • Strong executive communication and interpersonal skills.

Wells Fargo Compensation & Benefits Highlights

How does Wells Fargo ensure its pay and bonus plans are competitive?

Wells Fargo ensures its pay and bonus plans remain competitive through a structured, performance-driven compensation philosophy combined with regular market benchmarking. The company’s approach is centered on “pay for performance,” meaning compensation is directly linked to individual contributions, business results, and overall company performance. This includes evaluating how employees meet regulatory expectations, manage risk responsibly, and contribute to long-term value creation.

To maintain market competitiveness, Wells Fargo conducts global compensation reviews using third-party consultants. These reviews assess both base salary and total compensation across the organization, factoring in role, level, tenure, and geographic differences. The company also evaluates pay equity and has reported no significant unexplained pay gaps following its most recent review. This process ensures that compensation remains aligned with industry standards while reinforcing fairness and transparency.

Bonuses and incentives are designed to reward strong performance and support retention of top talent. Compensation programs are structured not only to motivate employees but also to promote prudent risk management and discourage excessive risk-taking—an important consideration in financial services. In addition to performance-based pay, employees benefit from a comprehensive rewards package that includes a 401(k) match (up to 6%), stock purchase opportunities, and other financial wellness resources.

Together, these practices create a compensation framework that balances competitiveness, fairness, and long-term sustainability—helping Wells Fargo attract, retain, and reward talent across its global workforce.

Employee Perspective

“Wells Fargo has given me the opportunity to pursue my master’s degree. With the tuition reimbursement and the support of my managers, I’ve been able to gain some really valuable skills.”

— Destinee Richey, Business Intelligence Consultant

At-a-Glance

  • Compensation philosophy: Pay for performance tied to individual, business, and company outcomes
  • Market alignment: Global benchmarking with third-party consultants; no significant unexplained pay gaps
  • Bonus structure: Performance-based incentives aligned with results and risk management
  • Total rewards: 401(k) match up to 6%, stock purchase plan, financial wellness resources

 

External Signals

  • Comprehensive Benefits: Employees give the company high marks for its benefits package, giving it an ‘A-’ rating and a 73% satisfaction score on external review sites (Comparably).
  • LinkedIn Top Companies 2025: #3 overall, #1 in financial services
  • Disability Equality Index: 100% score (multiple years)
  • CAREERS & the disABLED Top Employers 2024: #3 ranking
  • Military Friendly Employer (2025): Top 10 Gold Seal

Wells Fargo Insights

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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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