Strategic Initiatives Senior Lead - Digital & Direct Investing

Posted 5 Days Ago
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Saint Louis, MO, USA
Hybrid
139K-217K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads enterprise strategic initiatives for Digital & Direct Investing, partnering with executives to define priorities, improve business performance, enhance client experiences, and drive implementation. Oversees governance forums, executive reporting, cross-functional teams, risk management, and organizational transformation. Uses analytical insights and stakeholder influence to translate business objectives into measurable outcomes across operations, product, technology, risk, and business functions.
Summary Generated by Built In
About This Role
Wells Fargo is seeking a Senior Lead Business Execution Consultant within Digital & Direct Investing, a strategic growth area of Wealth & Investment Management.
This highly visible leadership role sits at the intersection of business strategy and execution. You will serve as a trusted advisor to senior executives, helping shape strategic priorities while also driving large-scale initiatives from concept to implementation. The role is ideal for a leader who combines innovative thinking with disciplined execution and can translate complex business challenges into measurable results.
Success in this position requires strong executive presence, deep business acumen, exceptional stakeholder management skills, and the ability to influence outcomes across a highly matrixed organization. You will work closely with senior leaders to accelerate growth, enhance client experiences, improve operational effectiveness, and support the continued evolution of Wells Fargo's digital investing business.
In This Role You Will
  • Partner with executive leaders to define, prioritize, and execute high priority initiatives supporting Digital & Direct Investing and Wealth & Investment Management.
  • Lead complex, enterprise-wide business initiatives that drive business performance, operational excellence, client experience improvements, and organizational growth.
  • Develop and deliver executive-level reporting, business reviews, communications, and performance insights that support key decisions.
  • Facilitate governance forums, leadership reviews, and steering committees that drive accountability, decision-making, and execution of business priorities.
  • Influence senior leaders and stakeholders across multiple lines of business to align objectives, address risks, and achieve desired outcomes.
  • Translate business objectives into actionable plans, ensuring successful implementation and measurable business impact.
  • Lead cross-functional teams across operations, product, technology, risk, and business functions to deliver enterprise initiatives.
  • Anticipate emerging trends, industry developments, and evolving client needs to inform recommendations and business priorities.
  • Identify opportunities to improve efficiency, effectiveness, and organizational performance through data-driven analysis and innovative solutions.
  • Champion a culture of accountability, continuous improvement, and execution excellence across multiple organizations.

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

Desired Qualifications
  • Significant experience leading strategic initiatives within Wealth & Investment Management, Digital Investing, Retail Brokerage, Self-Directed Investing, or related financial services businesses.
  • Knowledge of Digital & Direct Investing business models, digital wealth platforms, investment products, client engagement strategies, and brokerage operations.
  • Experience supporting executive leadership teams through strategic planning, business performance management, and enterprise transformation initiatives.
  • Demonstrated ability to influence senior stakeholders and drive outcomes in highly matrixed environments without direct authority.
  • Experience leading initiatives from strategy development through execution and implementation.
  • Strong analytical and problem-solving skills with the ability to translate complex business challenges into practical solutions.
  • Executive-level communication, presentation, and relationship management skills.
  • Experience developing governance processes, operating reviews, leadership communications, and executive reporting.
  • Knowledge of digital transformation, customer experience, business operations, and organizational effectiveness.
  • Experience within large financial services, wealth management, brokerage, fintech, or banking organizations.

Job Expectations
  • Hybrid Work Schedule
  • This position is not eligible for Visa sponsorship

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 - $217,000.00
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:
5 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.
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 experience, training, military experience, or education
  • Experience leading strategic initiatives within Wealth & Investment Management, Digital Investing, Retail Brokerage, Self-Directed Investing, or related financial services businesses
  • Knowledge of Digital & Direct Investing business models, digital wealth platforms, investment products, client engagement strategies, and brokerage operations
  • Experience supporting executive leadership teams through strategic planning, business performance management, and enterprise transformation initiatives
  • Ability to influence senior stakeholders and drive outcomes in highly matrixed environments without direct authority
  • Experience leading initiatives from strategy development through execution and implementation
  • Strong analytical and problem-solving skills
  • Executive-level communication, presentation, and relationship management skills
  • Experience developing governance processes, operating reviews, leadership communications, and executive reporting
  • Knowledge of digital transformation, customer experience, business operations, and organizational effectiveness
  • Experience within large financial services, wealth management, brokerage, fintech, or banking organizations

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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