Senior Lead Strategy & Planning Consultant

Posted 4 Hours Ago
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Irving, TX, USA
Hybrid
159K-305K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads enterprise digital strategy and planning across complex product portfolios. Advises senior leadership on product direction, investment decisions, priorities, roadmaps, and long-term goals. Synthesizes customer insights, market trends, performance data, and platform considerations into executive recommendations and requirements. Coordinates cross-functional initiatives involving product, design, engineering, data, analytics, operations, risk, and control teams while influencing decisions without direct authority.
Summary Generated by Built In
About this role:
Wells Fargo's Consumer Banking & Lending (CBL) is seeking a Senior Lead Strategy and Planning Consultant to join its Digital Strategy team. This senior individual contributor will shape strategy across a portfolio of highly complex digital priorities and advise senior leadership on product direction, investment choices, and long-term plans. The role partners across product, design, technology, data, risk, and business teams to translate enterprise opportunities into clear strategies, requirements, and scalable solutions that deliver measurable business and customer outcomes.
This role is ideal for an expert strategy leader who can independently address ambiguous, enterprise-level challenges, apply advanced analytical and inductive thinking, and influence decisions across multiple areas. The Senior Lead will provide vision, direction, and expertise to senior leaders while coordinating complex work and guiding professionals across the organization.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Act as an advisor to senior leadership to develop and influence digital, data and AI products, initiatives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across the Digital environment
  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple functional areas or the enterprise
  • Develop long-term, large-scale solutions that require vision, creativity, innovation, advanced analytical thinking, and sound judgment
  • Shape priorities by synthesizing customer insights, market trends, business performance, data, and platform considerations into clear strategies and requirements
  • Provide vision, direction, and expertise to senior leadership on significant business plans, programs, and initiatives with broad organizational impact
  • Strategically engage and build alignment with professionals and managers across product, design, engineering, data, analytics, operations, risk, and control functions
  • Coordinate highly complex cross-functional activities, clarify decision points, and provide guidance to others to accelerate execution and resolve obstacles
  • Create and deliver executive-ready recommendations, decision materials, roadmaps, and success measures for senior leadership, often under tight timelines and with evolving inputs
  • Serve as an expert advisor and visible thought leader, helping strengthen digital product management practices and influence enterprise priorities without direct people-management accountability

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:
  • Top tier consulting experience
  • Deep experience developing digital strategy and requirements for large-scale platforms, products, or portfolios with significant business and customer impact
  • Expert strategic, analytical, and structured thinking skills, with the ability to frame ambiguous problems, evaluate complex tradeoffs, and develop long-term solutions
  • Demonstrated ability to advise senior leadership, influence enterprise decisions, and build alignment across multiple functions without relying on direct authority
  • Exceptional written and verbal communication skills, including the ability to translate complex business and technical topics into clear, executive-ready recommendations
  • Experience leading highly complex, cross-organizational initiatives involving product, design, engineering, data, analytics, operations, risk, and control partners
  • Ability to coordinate complex activities and provide direction, coaching, and subject-matter guidance to professionals and managers
  • Experience in financial services, banking, or another highly regulated industry
  • Experience using customer insights, performance data, market trends, and emerging capabilities, including AI or advanced analytics, to inform digital product strategy

Job Expectations:
  • Ability to travel up to 10% of the time.
  • This position offers a hybrid work schedule.
  • This position is not eligible for Visa sponsorship.

Posting Location(s):
  • 401 S Tryon St. - Charlotte, North Carolina 28202
  • 333 Market St. - San Francisco, California 94105
  • 401 Las Colinas Blvd. Bldg B - Irving, Texas, 75039

Required locations listed.
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.
$159,000.00 - $305,000.00
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:
4 Nov 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 strategy and planning experience, or equivalent experience, training, military experience, or education
  • Top-tier consulting experience
  • Experience developing digital strategy and requirements for large-scale platforms, products, or portfolios
  • Expert strategic, analytical, and structured thinking skills
  • Ability to advise senior leadership, influence enterprise decisions, and build cross-functional alignment
  • Exceptional written and verbal communication skills
  • Experience leading complex, cross-organizational initiatives involving product, design, engineering, data, analytics, operations, risk, and control teams
  • Ability to coordinate complex activities and provide direction, coaching, and subject-matter guidance
  • Experience in financial services, banking, or another highly regulated industry
  • Experience using customer insights, performance data, market trends, AI, or advanced analytics to inform digital product strategy

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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