Senior Lead Strategy & Planning Consultant, Executive Director

About the role

Wells Fargo is seeking a Senior Lead Strategy & Planning Consultant, Executive Director to join the Wealth & Investment Management (WIM) Strategy team. The Senior Lead Consultant will advise and support the Head of WIM Strategy, the Strategy leadership team, and WIM business leaders in shaping business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem. This is the Strategy team’s most senior individual‑contributor role, responsible for taking the least‑defined, highest‑stakes questions from hypothesis through executive decision and influencing members of the WIM Operating Committee and their teams.

Responsibilities

• Lead the development of strategic plans that position WIM for sustainable long‑term growth and lead major sections of the WIM annual strategic plan and strategy presentations for the Board of Directors and Investor Day.
• Update, challenge, and refine the long‑term strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self‑directed wealth, deposits, lending, and trust.
• Develop the strategy for digital and self‑directed wealth products, including client segmentation, the self‑directed‑to‑advised funnel, pricing and digital engagement economics, and build, buy, or partner recommendations.
• Develop the workplace wealth strategy across stock‑plan, equity compensation, and retirement offerings; evaluate and structure partnership agreements, commercial terms, economics, and risk allocation, supporting negotiation with Legal, Risk, Finance, Product, and Corporate Development partners.
• Build the growth case for deposits, securities‑based and mortgage lending, and trust and fiduciary relationships, including cash and sweep economics, client primacy, and channel‑level opportunity sizing.
• Formulate WIM’s point of view on emerging areas such as digital assets, regulatory developments, competitor moves, and client demand, translating them into a recommended sequence of offers and investment decisions.
• Identify, size, and quantify AI‑enabled organizational efficiency opportunities across WIM and build the business case with Finance, Human Resources, and Technology.
• Advance WIM’s understanding of evolving client expectations, advisor needs, competitive trends, regulatory developments, and technology innovations; benchmark across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
• Drive alignment and coordination with firm‑wide and cross‑LOB objectives, including Consumer Banking & Lending, Commercial Banking, Corporate & Investment Banking, and Corporate Strategy.
• Provide guidance and coaching to less‑experienced Strategy professionals and contribute to Wells Fargo’s firm‑wide Strategy capabilities.
• Advance the team’s internal consulting and analytics capabilities, working within an AI‑enabled operating model where agents and AI tooling perform research, modeling, and material production traditionally done by analysts.
• Ensure insights, strategic recommendations, and execution roadmaps are clearly communicated and understood by senior leaders and stakeholders across WIM and the enterprise.
• Deliver long‑term, large‑scale solutions that require vision, creativity, advanced analytical and inductive thinking, and coordination of highly complex activities to support responsible growth, risk excellence, and differentiated client and advisor experiences.

Required Qualifications

• 7+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.

Desired Qualifications

• 7+ years of progressively increasing responsibility in wealth management, private banking, asset management, retirement, digital wealth, or advisory platform strategy; alternatively, senior roles at a top‑tier management consulting firm with a wealth or asset‑management focus, or a senior corporate strategy role at a peer wealth manager.
• Experience leading strategy for a high‑growth or transformation‑oriented business and deep understanding of wealth management, including product and platform evolution, client segmentation, and advisor ecosystems.
• Innovation mindset with ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance—evidenced by AI agents or workflows built into strategic work.
• Demonstrated expertise in at least one, and working familiarity across several, of: digital and self‑directed wealth; partnerships, corporate development, or M&A; workplace wealth (stock plan and retirement); deposit, lending, and trust growth within a wealth channel; digital assets; operational and process improvement.
• Experience evaluating and structuring commercial partnership or vendor agreements, including economics, term‑sheet alternatives, and risk allocation.
• Experience preparing Board of Directors and Investor Day strategy materials, ideally at a best‑in‑class peer.
• Experience operating in a large‑scale, complex matrixed organization and driving change through influence rather than authority.
• Demonstrated ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that drive improved performance.
• Disciplined operator who can work in a complex risk and regulatory environment, with a record of raising the standard of colleagues without formal reporting lines.
• Exceptional problem‑solving and analytical skills with a track record of converting insights into actionable plans; strong relationship building, collaboration, influence, and negotiation with executive stakeholders.
• Excellent written and verbal communication across audiences and levels.

Benefits

• 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

Pay

Base pay range: $191,000.00 – $305,000.00 (may vary based on performance, skills, experience, or work location). Employees may also be eligible for incentive opportunities.

Schedule

• Hybrid work schedule
• Some travel required
• Location: 500 West 33rd Street, New York, NY
• No relocation assistance