Senior Lead Business Execution Consultant - Branch Formats & Experience Strategy

Reposted 2 Days 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
Owns the five- to ten-year vision and roadmap for Wells Fargo’s branch network, including branch formats, service models, customer experiences, and investment frameworks. The role translates customer insights, market trends, technology, and business objectives into strategic recommendations and future-state concepts. Responsibilities include scenario planning, executive business cases, cross-functional stakeholder alignment, design-thinking workshops, measurement frameworks, and transformation initiatives across a complex matrixed organization.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Senior Lead Branch Formats & Experience Strategist Execution Consultant to shape the future of the branch network through long-term strategic planning, customer-focused innovation, and enterprise-wide collaboration. This individual contributor will own the 5 to 10-year branch formats vision and roadmap, defining future-state branch concepts, experience principles, format taxonomy, and service models that guide network investments and transformation decisions.
Working across Branch Banking, Customer Experience, Technology, Analytics, Operations, Real Estate, and Design teams, this role will integrate customer insights, employee needs, market trends, competitive intelligence, and business objectives into a cohesive branch portfolio strategy. The ideal candidate is a strategic thinker who excels at solving complex problems, influencing senior leaders, and driving alignment across highly matrixed organizations without direct authority.
In this role, you will:
  • Own the long-term vision, strategy, and roadmap for the future branch network, defining how branch formats, service models, and customer experiences evolve over a 5- to 10-year horizon.
  • Develop and maintain the enterprise branch format taxonomy, experience principles, and format strategy framework that guide network investments, innovation decisions, and transformation initiatives.
  • Translate customer needs, employee insights, business objectives, market dynamics, and emerging technologies into future-state branch concepts, experience strategies, and portfolio recommendations.
  • Lead strategic analyses and scenario planning efforts to assess opportunities, risks, trends, and competitive developments that influence the future of the branch channel.
  • Develop executive-level business cases, strategic recommendations, and investment frameworks that support senior leadership decision-making and enterprise prioritization.
  • Partner across Branch Banking, Customer Experience, Analytics, Technology, Operations, Real Estate, Physical Design, and Marketing to align stakeholders around a shared vision for the future branch network.
  • Facilitate strategy workshops, design-thinking sessions, and executive forums that drive alignment, resolve complex business challenges, and advance transformation priorities.
  • Define future-state customer and employee experience strategies through journey mapping, service design, experience-zone architecture, and service model development.
  • Establish measurement frameworks, success metrics, and learning agendas to evaluate strategic concepts, pilots, and innovation initiatives.
  • Influence senior leaders and drive change across highly matrixed organizations without direct authority.

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
  • 7+ years of experience in management consulting, corporate strategy, business transformation, customer experience, financial services, or related fields, including developing strategic recommendations, business cases, transformation roadmaps, and executive-level presentations.
  • 5+ years of experience leading large-scale, cross-functional initiatives within complex matrixed organizations.
  • 4+ years of experience utilizing customer insights, market research, industry trends, or data analysis to inform business strategy and investment decisions.
  • 3+ years of experience facilitating executive workshops, strategy sessions, or stakeholder alignment activities.
  • 3+ years of experience applying Design Thinking, Human-Centered Design, Service Design, Jobs-to-Be-Done, or similar customer-centered methodologies.

Desired Qualifications:
  • Experience with a leading management consulting firm or consulting practice supporting enterprise strategy, business transformation, customer experience, or organizational change initiatives.
  • Experience developing channel, network, portfolio, or location strategies for large customer-facing organizations.
  • Experience in retail banking, financial services, distribution strategy, customer experience, or enterprise transformation, including developing operating models, channel strategies, or multiyear transformation programs.
  • Experience utilizing customer segmentation, customer archetypes, journey analytics, behavioral insights, or related customer research methodologies.
  • Experience with branch operations, branch network strategy, physical environment design, or digital transformation initiatives.

Job Expectations:
  • Ability to travel up to 30%
  • This position is not eligible for Visa sponsorship.

Locations:
  • 1525 W W.T. Harris Blvd, Charlotte, NC 28262

Posting End Date:
8 Oct 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.

Skills Required

  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent experience, training, military experience, or education
  • 7+ years of experience in management consulting, corporate strategy, business transformation, customer experience, financial services, or related fields
  • Experience developing strategic recommendations, business cases, transformation roadmaps, and executive-level presentations
  • 5+ years of experience leading large-scale, cross-functional initiatives within complex matrixed organizations
  • 4+ years of experience using customer insights, market research, industry trends, or data analysis to inform business strategy and investment decisions
  • 3+ years of experience facilitating executive workshops, strategy sessions, or stakeholder alignment activities
  • 3+ years of experience applying Design Thinking, Human-Centered Design, Service Design, Jobs-to-Be-Done, or similar customer-centered methodologies
  • Experience with a leading management consulting firm or consulting practice supporting enterprise strategy, business transformation, customer experience, or organizational change initiatives
  • Experience developing channel, network, portfolio, or location strategies for large customer-facing organizations
  • Experience in retail banking, financial services, distribution strategy, customer experience, or enterprise transformation
  • Experience utilizing customer segmentation, customer archetypes, journey analytics, behavioral insights, or related customer research methodologies
  • Experience with branch operations, branch network strategy, physical environment design, or digital transformation initiatives

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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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 $2.2 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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