Strategy & Planning Consultant - Commercial Banking

Posted 2 Hours Ago
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San Francisco, CA, USA
Hybrid
77K-145K Annually
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports Commercial Banking strategy, business planning, operating model improvements, and high-impact initiatives. Partners with senior leaders to analyze opportunities, develop roadmaps, establish governance and success metrics, solve complex problems, and produce executive-ready recommendations and communications. Collaborates across functions to identify improvements, resolve issues, and drive execution.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Strategy & Planning Consultant to join the Commercial Banking Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com.
This position will support growth and strategic priorities and help translate them into operating model and execution improvements that enhance how Commercial Banking delivers for clients and employees. We are looking for someone who is passionate about driving business and process improvements, collaborating to develop creative solutions to complex problems, and serving as trusted thought partners/strategic advisors.
In this role, you will:
  • Partner with executive management within Commercial Banking and across Wells Fargo to define business strategy and develop corresponding business plans and initiative roadmaps.
  • Participate in, and may lead, the design and execution of initiatives with broad impact and visibility with senior leaders; help establish governance, workplans, milestones, and success metrics.
  • Structure and solve complex, ambiguous problems by translating leadership questions into clear hypotheses, analyses, and decision points.
  • Evaluate strategic business opportunities, investment needs, and partnership opportunities; synthesize market, competitive, and internal performance insights.
  • Create executive-ready communications (PowerPoint and written narratives), turning analysis into crisp recommendations and "so what" implications.
  • Identify and communicate opportunities, insights, and solutions; collaborate across levels to resolve issues and unblock progress.

Required Qualifications, US:
  • 2+ 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 at a top-tier strategy consulting firm or in an in-house strategy, corporate strategy, or CEO office role with comparable analytical rigor.
  • Knowledge of or experience in financial services, particularly commercial banking.
  • Strong analytical and problem-solving skills, with the ability to synthesize market trends, financial information, and operating data into clear, actionable insights and recommendations.
  • Excellent written and verbal communication skills, including strong PowerPoint, executive storytelling, and presentation capabilities.
  • Strong interpersonal and facilitation skills, with the ability to lead working sessions, collaborate across functions, and influence without direct authority.
  • Self-motivated with a high level of initiative, accountability, and ability to independently manage priorities and meet deadlines.
  • Bachelor's degree in an analytical discipline such as Economics, Engineering, Finance, Mathematics, Physics, or a related field.

Job Expectations:
  • Ability to work at one of the locations in the job posting.
  • This position does not offer relocation assistance.
  • This position currently offers a hybrid work schedule.
  • This position does not offer VISA sponsorship.

Position Locations:
  • 550 S Tryon Street - Charlotte, NC
  • 333 Market Street - San Franciso, CA

Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
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.
$77,000.00 - $145,000.00
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:
30 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

  • 2+ years of strategy and planning experience, or equivalent experience, training, military experience, or education
  • Experience at a top-tier strategy consulting firm or comparable in-house strategy, corporate strategy, or CEO office role
  • Knowledge of or experience in financial services, particularly commercial banking
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills, including PowerPoint, executive storytelling, and presentation capabilities
  • Strong interpersonal and facilitation skills, including the ability to lead working sessions and influence without direct authority
  • Ability to independently manage priorities and meet deadlines
  • Bachelor's degree in Economics, Engineering, Finance, Mathematics, Physics, or a related field

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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