Senior Lead Strategy & Planning Consultant-Operations

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Charlotte, NC, USA
Hybrid
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role

Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant as a part of the Consumer Operations team. The team has embarked on a large-scale program to transform the contact centers of the enterprise. The objective is to implement a cloud-based contact center as a service (CCaaS) platform to replace the infrastructure in all contact centers. The Senior Lead Strategy & Planning Consultant will report to the Head of the CCaaS Program. The role will be responsible for providing strategic oversight of the program, collaborating with all the different workstreams, Wells Fargo Technology teams and ensuring that the program is continuously moving forward to achieve its strategic goals. Learn more about the career areas and business divisions at wellsfargojobs.com.
 

In this role, you will:

  • Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management
  • Maintain line of sight on all parts of the Program, and capture/summarize key updates/topics to Operations and Bank leadership
  • Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large scale solutions
  • Partner with change management teams, provide critical insights on changes to different stakeholders
  • Collaborate with the chosen vendor and implementation partner to ensure all Program milestones and objectives are being achieved
  • Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans
  • Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership
  • Monitor the program business case, critical KPIs and ensure that program meets and exceeds them
  • Work with Internal Risk and Controls teams to proactively identify risks and implement measures to mitigate them
  • Oversee executive communications aspect of the program, development of any/all program deliverables and artifacts

Required Qualifications:

  • 7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 7+ years experience in management consulting or strategy roles
  • 7+ years of professional experience working on large technology and business transformation programs
  • Experience working within large banking institutions
  • Contact center experience
  • Highly advanced skills in executive communications, presentations with senior executives
  • Experience leading projects with multi-disciplinary teams comprised of technology professionals, program managers, business operations executives
  • Proven leader: demonstrated ability to identify opportunities, set vision and get buy-in, attract & develop talent, and build strong partnerships across a large, matrixed organization

Job Expectations:

  • Ability to travel up to 10%
  • This position is not eligible for Visa sponsorship

Position Location:

11625 N Community House Rd, Charlotte, NC 28277

1100 Corporate Center Dr, Raleigh, NC 27607

4101 Wiseman Blvd, San Antonio, TX 78251

1801 Park View Dr, Shoreview, MN 55126  

    Posting End Date: 

    2 Apr 2025

    *Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    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 US: 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.

    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.

    Wells Fargo Compensation & Benefits Highlights

    • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
    • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
    • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

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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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