drjobs Senior Lead Strategy & Planning Consultant

Senior Lead Strategy & Planning Consultant

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1 Vacancy
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Job Location drjobs

Charlotte - USA

Monthly Salary drjobs

$ 120400 - 250000

Vacancy

1 Vacancy

Job Description

About this role:

Wells Fargo is seeking a Sr. Lead Strategy & Planning Consultant with Branch Strategy & Market Growth as part of Consumer Small & Business Banking. This individual will be response for assessing market level opportunities crafting strategies to capture these opportunities collaborating with cross-functional teams to implement growth initiatives and play a key role in driving Wells Fargos market expansion transformation and revenue growth.

Learn more about the career areas and lines of business at .


In this role you will:

  • Market analysis and research: Conduct thorough market research and competitor analysis to identify growth opportunities emerging trends and customer needs across various geographies and market segments

  • Growth strategy development: Collaborate with senior leadership and cross-functional teams to develop transformation and market expansion strategies including new product or service offerings and partnerships.

  • Data-driven decision making: Leverage data and analytics to measure market potential assess the impact of strategic initiatives and adjust plans based on performance metrics and insights.

  • Customer segmentation: Define and refine target customer segments to maximize engagement and growth ensuring WFs offerings are tailored to meet the unique needs of each group

  • Oversight and execution: Work closely across CSBB to implement and monitor growth tactics ensuring alignment with overall business objectives

  • Competitive intelligence: Keep a close eye on industry trends competitor moves and disruptive technologies that may affect WFs trajectory and offer insights on how to stay ahead

  • Reporting and communications: Provide regular updates to leadership on the status of growth initiatives market opportunities and key performance indicators

Required Qualifications:

  • 7 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:

  • 5-7 years of experience in market strategy business development or related roles within the financial services industry

  • Deep understanding of market trends customer behavior and competitive dynamics

  • Strong analytical skills with the ability to use data and insights to drive strategic decisions

  • Excellent verbal and written communications and presentation skills with the ability to articulate complex strategies and ideas to diverse audiences

  • Experience in project management strategic planning and execution of cross-functional initiatives

  • A collaborative mindset with a proven track record of working effectively across teams and functions

  • Strong understanding of banking products and services customer behavior and market dynamics

  • Ability to influence partner and negotiate with senior business leaders to gain commitment

  • Advanced Microsoft Office (Word Excel Outlook and PowerPoint) skills


    Job Expectations:

    • This position offers a hybrid work schedule.

    • Ability to travel up to 25%.

    Locations:

    • 401 S Tryon St Charlotte North Carolina

    • 3075 Loyalty Circle Columbus Ohio

    Required locations listed above.

    Actual salary is determined by location experience and qualifications of the job.

    This position is not eligible for Visa sponsorship.

    Please note: Job posting may come down early due to volume of applicants

    Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.

    $120400.00 - $250000.00

    Posting End Date:

    19 Jun 2025

    *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 units risk appetite and all risk and compliance program requirements.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process visitDisability 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.


    Required Experience:

    Senior IC

    Employment Type

    Full-Time

    About Company

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