Senior Strategy & Planning Consultant, SAVP - Wealth & Investment Management (WIM) Strategy
Wells Fargo · New York, NY · 1 mo ago
Finance$120k–$196k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the content starts with "About this role:" but we should not repeat job title. Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also use other headings if needed? Safer to stick to those. So we need to map content to those headings.
We have:
- About the role: description paragraph.
- Responsibilities: the list after "In this role, you will:".
- Requirements: maybe Required Qualifications.
- Qualifications: Desired Qualifications.
- Skills: maybe we can extract skills from qualifications? Could include under Skills heading: analytical rigor, logical problem solving, structured communication, innovation mindset, AI, quantitative modeling, etc. But we already have them in qualifications; maybe better to put under Skills.
- Benefits: list.
- Pay: the pay range.
- Schedule: hybrid work schedule, some travel required, location, no relocation, no visa sponsorship. Could put schedule info under Schedule.
We need to avoid filler like "Some travel required." That's substantive.
We need to include location maybe as a short p under Schedule or separate? Could fold minor metadata into short p.
Let's craft.
First, extract About the role paragraph: "Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com. The Senior Consultant will support the Strategy team and WIM business leaders in analyzing business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem and will produce the research, analysis, and materials behind the strategic plans that advance business transformation and position WIM for sustainable long-term growth in an evolving competitive and regulatory environment. The Senior Consultant will lead or participate in complex initiatives, exercise independent judgment on medium-risk deliverables, and be expected to reach a defensible point of view on an unfamiliar topic quickly. They will support the Strategy professionals who work directly with members of the WIM Operating Committee and their teams. The successful candidate brings analytical rigor, logical problem solving, and structured, concise communication, together with genuine curiosity about the wealth management and investment industry — client segments, advisor models, platform capabilities, investment products, and the competitive landscape. Critical success factors include working effectively in a matrixed organization, bringing structure to ambiguous questions, and a sense of urgency and personal accountability for results."
We can keep that as About the role.
Responsibilities: list each bullet after "In this role, you will:" Let's extract:
- Support the development of strategic plans and analyses that position WIM for long-term growth and support the WIM annual strategic plan cycle and strategy presentations for the Board of Directors and Investor Day.
- Support the long-term strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.
- Support the digital and self-directed wealth strategy with client segmentation, self-directed-to-advised funnel, pricing, and digital engagement analysis.
- Support the workplace wealth strategy across stock plan, equity compensation, and retirement offerings, including partner screening, deal economics, and diligence support for partnership agreements.
- Analyze growth opportunities in deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including penetration, balances, cash and sweep economics, and client primacy drivers.
- Track and synthesize developments in emerging areas including digital assets, and translate regulatory, competitor, and client-demand signals into implications for WIM.
- Support identification of AI-enabled organizational efficiency opportunities across WIM through process, workflow, and time-allocation analysis.
- Conduct competitive and market research on evolving client expectations, advisor needs, regulatory developments, and technology innovations, benchmarking across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
- Build the models and executive-quality materials behind recommendations to executive management.
- Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables.
- Use AI agents and tooling as the primary method for research, modeling, competitive monitoring, and presentation development.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and communicate findings clearly to Strategy and business stakeholders.
- Lead projects or serve as a mentor to more junior colleagues and rotational analysts.
That's many bullets.
Requirements (Required Qualifications): bullet list:
- 4+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
We could also include "Ability to work effectively in a matrixed organization and manage multiple priorities to deadline." but that's more skill.
But we keep required qualifications as above.
Qualifications (Desired Qualifications): bullet list:
- 4+ years of experience in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role.
- The foundations of the management consultant’s toolkit: analytical rigor, logical problem solving, and structured, concise communication.
- An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by how the candidate has built AI into their own working method.
- Exposure to any of digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; process improvement.
- Strong quantitative and modeling skills, including comfort working with large and imperfect data sets.
- Ability to produce clear, concise, well-structured materials for senior audiences with limited direction.
- Experience contributing to a strategic planning cycle, or to Board or investor materials.
- Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.
- Able to reach a defensible point of view on an unfamiliar topic quickly, and to state plainly what is not yet known.
We could also include some of these under Skills.
Skills: maybe we can extract skill bullet list: analytical rigor, logical problem solving, structured concise communication, innovation mindset, AI leverage, quantitative modeling, ability to produce materials for senior audiences, ability to work in matrixed org, ability to reach defensible POV quickly, etc.
But we already have many under Qualifications. To avoid duplication, maybe we just keep Qualifications heading for desired qualifications and not separate Skills. But instruction says we can use Skills heading if we have content. We could put skill-based items under Skills and keep Qualifications for experience years. Let's think.
We have Required Qualifications (experience years). Desired Qualifications includes experience in certain fields plus skill items. We could split: Requirements = Required Qualifications (experience). Qualifications = Desired Qualifications (experience in fields). Skills = skill items (analytical rigor, etc.). That would avoid duplication.
Let's extract skill items from Desired Qualifications:
- The foundations of the management consultant’s toolkit: analytical rigor, logical problem solving, and structured, concise communication.
- An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by how the candidate has built AI into their own working method.
- Strong quantitative and modeling skills, including comfort working with large and imperfect data sets.
- Ability to produce clear, concise, well-structured materials for senior audiences with limited direction.
- Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.
- Able to reach a defensible point of view on an unfamiliar topic quickly, and to state plainly what is not yet known.
Also exposure items could be under Qualifications (experience areas). Exposure to any of digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; process improvement.
We could treat exposure as part of Qualifications (desired experience areas). So Qualifications heading will list those exposure areas plus the field experience.
Let's structure:
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real specific content. We have content: description of role (About this role). Then responsibilities list (In this role, you will: ...). Then Required Qualifications, Desired Qualifications, Job Expectations (some travel, location, hybrid schedule, no relocation, no visa sponsorship). Also Pay range given. Benefits list. Also location maybe as metadata. We must not include boilerplate like EEO, etc. Remove duplicated lines, cookie/navigation/legal etc. Also remove posting end date, reference number? Probably minor metadata can be folded into short p or dropped. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. So we can include location maybe in a p. We need to preserve all substantive information. So include responsibilities bullet list, required qualifications bullet list, desired qualifications bullet list, job expectations bullet list maybe, benefits list, pay range. We must not create sections with filler like "commensurate with experience". Not present. We need to decide which headings to use: About the role (the initial paragraph), Responsibilities (the list after "In this role, you will:"), Requirements (maybe combine Required Qualifications and Desired Qualifications? Could have Requirements heading with sub? But we can have Requirements and Qualifications separate? The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have multiple: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule. Skills maybe not needed if not explicit. We have skills mentioned in qualifications but could go under Qualifications. We need to avoid empty sections. So we will include:
About the role
...
Responsibilities
- ... each bullet
Requirements
maybe combine Required Qualifications? Could list required qualifications as bullet list.Qualifications
maybe desired qualifications. But we might combine Required and Desired under Requirements and Qualifications respectively. We also have Job Expectations (travel, location, hybrid schedule, no relocation, no visa sponsorship). Could go under Schedule? Actually schedule is hybrid work schedule. Travel is separate. Could create a section "Job Expectations" but not in allowed headings list; but we could put under Requirements or maybe under Schedule? The instruction says use those headings as examples, not strict list; we can use others if needed? It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also use other headings if needed? Safer to stick to those. So we need to map content to those headings.
We have:
- About the role: description paragraph.
- Responsibilities: the list after "In this role, you will:".
- Requirements: maybe Required Qualifications.
- Qualifications: Desired Qualifications.
- Skills: maybe we can extract skills from qualifications? Could include under Skills heading: analytical rigor, logical problem solving, structured communication, innovation mindset, AI, quantitative modeling, etc. But we already have them in qualifications; maybe better to put under Skills.
- Benefits: list.
- Pay: the pay range.
- Schedule: hybrid work schedule, some travel required, location, no relocation, no visa sponsorship. Could put schedule info under Schedule.
We need to avoid filler like "Some travel required." That's substantive.
We need to include location maybe as a short p under Schedule or separate? Could fold minor metadata into short p.
Let's craft.
First, extract About the role paragraph: "Wells Fargo is seeking a Senior Strategy & Planning Consultant to join the Wealth & Investment Management (WIM) Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com. The Senior Consultant will support the Strategy team and WIM business leaders in analyzing business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem and will produce the research, analysis, and materials behind the strategic plans that advance business transformation and position WIM for sustainable long-term growth in an evolving competitive and regulatory environment. The Senior Consultant will lead or participate in complex initiatives, exercise independent judgment on medium-risk deliverables, and be expected to reach a defensible point of view on an unfamiliar topic quickly. They will support the Strategy professionals who work directly with members of the WIM Operating Committee and their teams. The successful candidate brings analytical rigor, logical problem solving, and structured, concise communication, together with genuine curiosity about the wealth management and investment industry — client segments, advisor models, platform capabilities, investment products, and the competitive landscape. Critical success factors include working effectively in a matrixed organization, bringing structure to ambiguous questions, and a sense of urgency and personal accountability for results."
We can keep that as About the role.
Responsibilities: list each bullet after "In this role, you will:" Let's extract:
- Support the development of strategic plans and analyses that position WIM for long-term growth and support the WIM annual strategic plan cycle and strategy presentations for the Board of Directors and Investor Day.
- Support the long-term strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.
- Support the digital and self-directed wealth strategy with client segmentation, self-directed-to-advised funnel, pricing, and digital engagement analysis.
- Support the workplace wealth strategy across stock plan, equity compensation, and retirement offerings, including partner screening, deal economics, and diligence support for partnership agreements.
- Analyze growth opportunities in deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including penetration, balances, cash and sweep economics, and client primacy drivers.
- Track and synthesize developments in emerging areas including digital assets, and translate regulatory, competitor, and client-demand signals into implications for WIM.
- Support identification of AI-enabled organizational efficiency opportunities across WIM through process, workflow, and time-allocation analysis.
- Conduct competitive and market research on evolving client expectations, advisor needs, regulatory developments, and technology innovations, benchmarking across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
- Build the models and executive-quality materials behind recommendations to executive management.
- Review and analyze business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables.
- Use AI agents and tooling as the primary method for research, modeling, competitive monitoring, and presentation development.
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals, and communicate findings clearly to Strategy and business stakeholders.
- Lead projects or serve as a mentor to more junior colleagues and rotational analysts.
That's many bullets.
Requirements (Required Qualifications): bullet list:
- 4+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
We could also include "Ability to work effectively in a matrixed organization and manage multiple priorities to deadline." but that's more skill.
But we keep required qualifications as above.
Qualifications (Desired Qualifications): bullet list:
- 4+ years of experience in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role.
- The foundations of the management consultant’s toolkit: analytical rigor, logical problem solving, and structured, concise communication.
- An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by how the candidate has built AI into their own working method.
- Exposure to any of digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; process improvement.
- Strong quantitative and modeling skills, including comfort working with large and imperfect data sets.
- Ability to produce clear, concise, well-structured materials for senior audiences with limited direction.
- Experience contributing to a strategic planning cycle, or to Board or investor materials.
- Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.
- Able to reach a defensible point of view on an unfamiliar topic quickly, and to state plainly what is not yet known.
We could also include some of these under Skills.
Skills: maybe we can extract skill bullet list: analytical rigor, logical problem solving, structured concise communication, innovation mindset, AI leverage, quantitative modeling, ability to produce materials for senior audiences, ability to work in matrixed org, ability to reach defensible POV quickly, etc.
But we already have many under Qualifications. To avoid duplication, maybe we just keep Qualifications heading for desired qualifications and not separate Skills. But instruction says we can use Skills heading if we have content. We could put skill-based items under Skills and keep Qualifications for experience years. Let's think.
We have Required Qualifications (experience years). Desired Qualifications includes experience in certain fields plus skill items. We could split: Requirements = Required Qualifications (experience). Qualifications = Desired Qualifications (experience in fields). Skills = skill items (analytical rigor, etc.). That would avoid duplication.
Let's extract skill items from Desired Qualifications:
- The foundations of the management consultant’s toolkit: analytical rigor, logical problem solving, and structured, concise communication.
- An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by how the candidate has built AI into their own working method.
- Strong quantitative and modeling skills, including comfort working with large and imperfect data sets.
- Ability to produce clear, concise, well-structured materials for senior audiences with limited direction.
- Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.
- Able to reach a defensible point of view on an unfamiliar topic quickly, and to state plainly what is not yet known.
Also exposure items could be under Qualifications (experience areas). Exposure to any of digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; process improvement.
We could treat exposure as part of Qualifications (desired experience areas). So Qualifications heading will list those exposure areas plus the field experience.
Let's structure:
About the role
...
Responsibilities
- ...
Requirements
- 4+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
Qualifications
- 4+ years of experience in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role.
- Exposure to any of: digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; process improvement.
Skills
- Analytical rigor, logical problem solving, and structured, concise communication.
- Innovation mindset with ability to leverage emerging technologies, including AI, to accelerate business performance.
- Strong quantitative and modeling skills, comfortable working with large and imperfect data sets.
- Ability to produce clear, concise, well‑structured materials for senior audiences with limited direction.
- Ability to work effectively in a matrixed organization and manage multiple priorities to deadline.
- Able to reach a defensible point of view on an unfamiliar topic quickly and state plainly what is not