Senior Strategy and Planning Consultant

About this role:
Consumer Banking & Lending's Payment Strategy team is seeking a Senior Strategy and Planning Consultant to help shape the future of Wells Fargo's payment products, including debit, wires, and Zelle. In this role, you'll lead strategic initiatives across pricing, customer segmentation, product development, and competitive intelligence. You'll work as a trusted partner embedded within the CSBB organization, guiding business decisions and influencing how we deliver best-in-class payment experiences for our customers.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:

• Lead or participate in moderately complex initiatives and deliverables within Payments Strategy & Planning
• Contribute to large scale planning related to Payments Strategy & Planning
• Assist in the identification of strategic business, investment opportunities, evaluation, and approval process of identified opportunities
• Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
• Exercise independent judgment to guide medium risk deliverables
• Resolve moderately complex issues
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Help with competitive analysis and track Payments industry trends

Required Qualifications:

• 4 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:

• Experience in market strategy, business development, or related roles within the financial services industry
• Deep understanding of market trends, customer behavior, and competitive dynamics
• Strong analytical skills with the ability to use data and insights to drive strategic decisions
• Excellent verbal and written communications and presentation skills, with the ability to articulate complex strategies and ideas to diverse audiences
• Experience in project management, strategic planning, and execution of cross-functional initiatives
• A collaborative mindset, with a proven track record of working effectively across teams and functions
• Strong understanding of banking products and services, customer behavior, and market dynamics; understanding of the Payments industry (e.g., debit, credit, networks, stablecoins) is very beneficial
• Ability to influence, partner, and negotiate with senior business leaders to gain commitment
• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Job Expectations:

• This position offers a hybrid work schedule.
• Ability to travel up to 5% of the time

Posting Locations:

• 401 S Tryon St. - Charlotte, North Carolina 28202
• 333 Market St. - San Francisco, California 94105
• 150 E 42nd St. - New York, New York 10017

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.
$100,000.00 - $196,000.00
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:
18 Mar 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.