Portfolio Operations & Planning Director
About the Role
Wells Fargo’s Consumer Banking & Lending Digital Organization is seeking a Portfolio Operations & Planning Director to lead a team responsible for portfolio governance and business support functions for Enterprise Digital Platforms & Experiences. This includes collaborating with Product Directors to build and maintain 6 Quarter roadmaps, support prioritization and execution reporting routines, drive strategic investment planning, monitor operational health, and identify emerging risks. The role connects strategy to execution across a broad portfolio of digital products and initiatives. The leader will partner with Product, Design, Technology, Finance, Risk, and other functions to ensure alignment on priorities, visibility into dependencies and risks, and provide accurate, actionable information for business management.
Responsibilities
- Lead and develop a team responsible for portfolio governance, including design, strategic planning, process improvement, horizontal risk and controls, and other business support functions across Enterprise Digital Platforms & Experiences.
- Drive roadmap discipline, ensuring product roadmaps accurately represent approved work, expected delivery timing, rollout information, business benefits, and current status.
- Provide early visibility into delivery and operational risks, ensuring issues have clear root causes, owners, next actions, and target dates.
- Enable executive decision-making by translating complex information into clear insights, recommendations, and actions for senior leadership.
- Partner with design, technology, and product teams to ensure alignment on priorities, resources, dependencies, and identify solutions to emerging risks or gaps.
- Lead portfolio and investment planning, including centralized views of initiatives, estimated costs, organizational capacity, and staffing plans.
- Oversee design and planning governance, providing forward-looking visibility into design approvals and alignment across impacted products.
- Support organizational planning, including workforce views, staffing ratios, organizational structures, business routines, and leadership reporting.
- Drive continuous improvement and automation, including AI adoption, reducing manual reporting, and improving the accuracy, accessibility, and timeliness of portfolio information.
Required Qualifications
- 10+ years of digital product management or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 4+ years of management or leadership experience.
Desired Qualifications
- Experience leading portfolio governance within financial services or another complex regulated environment.
- Strong executive communication, strategic thinking, analytical judgment, innovation leadership, organizational change, talent management, and resource planning capabilities.
- Demonstrated success establishing KPI frameworks, executive reporting, portfolio governance, intake routines, and standardized performance management.
- Ability to influence across organizational boundaries, establish clear accountability, and resolve highly complex issues involving multiple priorities, data sources, platforms, and stakeholders.
- Experience partnering with Digital, Technology, Data & Analytics, Operations, Risk, Compliance, Legal, Fraud, Cybersecurity, Design, Marketing, and LOB product teams.
- Ability to lead through ambiguity while balancing client value, business priorities, data quality, operational feasibility, control requirements, scalability, and speed to market.
- Experience communicating actionable insights to senior leaders and cross-functional teams.
- Demonstrated success translating data, research, client feedback, and market intelligence into strategic plans, prioritized opportunities, executable initiatives, and measurable business outcomes.
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 Locations
401 S Tryon St., Charlotte, North Carolina 28202
1755 Grant St., Concord, California 94520
333 Market Street, San Francisco, California 94105
Pay Range
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, including:
- 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