Senior Strategy & Planning Consultant, SAVP - Wealth & Investment Management (WIM) Strategy
Wells Fargo · Charlotte, NC · 1 mo ago
Sales$100k–$163k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "Posting End Date", "Job posting may come down early", "We Value Equal Opportunity", etc. Also remove "Specific compliance policies may apply regarding outside activities..." maybe not boilerplate? It's about compliance; might be considered legal boilerplate? Probably remove. Also remove "Information will be shared about expectations during the recruitment process". Also remove "Pay Range Reflected is the base pay range offered for this position..." maybe keep pay range but not the explanatory text? The instruction: include Pay section only if posting actually states them. It does state pay range: $100,000.00 - $163,000.00. So we can include Pay section with that range. Should we include the explanatory sentence? It says "Pay may vary depending on factors..." That's extra detail but still substantive. Might keep? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep the pay range and maybe the note about variation? It's still substantive. However they said "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". The phrase "Pay may vary depending on factors..." is not filler; it's actual info. So we can include.
Schedule: posting says "This position currently offers a hybrid work schedule." So we can include Schedule section with that.
Benefits: they list many benefits. So include Benefits section with list.
Responsibilities: The role description includes many bullet-like sentences. We need to extract responsibilities. The posting includes many sentences starting with "Support the development...", "Support the long-term strategic vision...", etc. Those are responsibilities. We'll put them in
- .
Requirements: They have "Required Qualifications:" and "Desired Qualifications:" plus "Job Expectations:" maybe separate. We need to decide sections: Requirements, Qualifications, Skills. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content accordingly.
We have "About This Role" at start: that's About the role.
Then responsibilities: many sentences after "In This Role, You Will". We'll treat those as responsibilities.
Then "Required Qualifications:" and "Desired Qualifications:" maybe go under Qualifications? Or Requirements? The headings list includes both Requirements and Qualifications. We need to decide what goes where. Typically Requirements = mandatory qualifications; Qualifications = desired? But we have both required and desired. Could put required under Requirements, desired under Qualifications. Also there is a list of "foundations of the management consultant's toolkit..." etc which are skills/qualities. Those could go under Skills.
Job Expectations: Some travel required, ability to work at one of the locations, no relocation assistance, hybrid work schedule, no VISA sponsorship. Some of those are schedule (hybrid) and maybe other expectations. We'll put travel requirement maybe under Responsibilities? Or maybe under Job Expectations but we don't have that heading. Could incorporate into Schedule (hybrid) and maybe a note about travel under Responsibilities? Better to keep Schedule for hybrid, and maybe add a note about travel under Responsibilities? But travel is not a responsibility; it's an expectation. Could add a separate section? Not allowed headings beyond those listed. Could put travel under Responsibilities as a bullet? Might be okay. Or we could put under Requirements? Not ideal. Perhaps we can include a brief sentence under Responsibilities: "Some travel required." That's still a responsibility/expectation. We'll include.
Also "Ability to work at one of the locations in the job posting." That's location requirement; could be under Requirements? Might be under Qualifications? Not sure. Could include under Requirements as a bullet: "Ability to work at one of the posted locations." We'll include.
"This position does not offer relocation assistance." Could be under Requirements? Not really. Could be under Benefits? No. Could be under Schedule? Not. Might be omitted as it's not a responsibility/requirement/qualification/skill/benefit/pay/schedule. But we must preserve ALL substantive information. So we need to include it somewhere. Perhaps under Requirements as a note: "No relocation assistance offered." Or under Qualifications? Might be okay.
"This position does not offer VISA sponsorship." Similarly.
We could create a bullet under Requirements: "No relocation assistance; no VISA sponsorship." That preserves.
Now Skills: The "foundations of the management consultant's toolkit: analytical rigor, logical problem solving, and structured, concise communication." plus "An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance..." plus "Strong quantitative and modeling skills..." plus "Ability to produce clear, concise, well-structured materials for senior audiences with limited direction." plus "Experience contributing to a strategic planning cycle, or to Board or investor materials." plus "Ability to work effectively in a matrixed organization and manage multiple priorities to deadline." plus "Able to reach a defensible point of view on an unfamiliar topic quickly, and to state plainly what is not yet known." Those are skills/qualities. We'll put under Skills.
Now Benefits: list as given.
Pay: include range and note about variation.
Schedule: hybrid work schedule.
Now About the role: we need to capture the introductory paragraph(s) before responsibilities. The first paragraph: "About This Role 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 put that as About the role (maybe split into paragraphs). We'll keep as
maybe multiple paragraphs. Now we must not include boilerplate like "Learn more about the career areas and business divisions at wellsfargojobs.com." That's maybe okay; it's substantive? It's a link suggestion; could be considered navigation? Might be considered boilerplate? It's a generic link; but it's part of the description. Might keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. That line is not exactly navigation but could be considered a link to internal site; maybe it's okay to keep. However it's not essential; but we must preserve ALL substantive information. It's substantive? It's a reference to learn more; maybe not essential but still part of posting. I'd keep it. Now we need to output only HTML fragment, no markdown fences. Let's structure:
About the role
...
Responsibilities
- ... ...
Requirements
- 4+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Ability to work at one of the locations in the job posting.
- Some travel required.
- No relocation assistance offered.
- No VISA sponsorship offered.
Qualifications
- Desired: 4+ years of experience in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role.
- Foundations of the management consultant's toolkit: analytical rigor, logical problem solving, and structured, concise communication.
- Innovation mindset with ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance.
- 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.