Lead Strategy & Planning Consultant, VP - Wealth & Investment Management (WIM) Strategy

About this role:

Wells Fargo is seeking a Lead Strategy & Planning Consultant, Vice President, to join the Wealth & Investment Management (WIM) Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com.

The Lead Consultant will 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 and will own the analysis and recommendations that advance business transformation and position WIM for sustainable long-term growth in an evolving competitive and regulatory environment.

The Lead Consultant will own strategy workstreams from problem definition through executive recommendation and will be the primary builder of the analytics and executive materials that WIM leadership decides from. They will work directly with and support members of the WIM Operating Committee and their teams, and will provide guidance to less experienced colleagues.

The successful candidate brings a strong understanding of the wealth management and investment industry — client segments, advisor models, platform capabilities, investment products, regulatory considerations, and the competitive landscape — combined with the management consultant’s toolkit: structured problem solving, critical thinking, quantitative rigor, and concise executive communication. Candidates may enter strong on either the consulting toolkit or wealth management domain depth and develop the other. Critical success factors include working effectively in a matrixed organization, building partnerships across business and functional areas, and influencing without authority, with a sense of urgency and personal accountability for results.

In this role, you will:

• Lead the development of assigned strategic plans and analyses that position WIM for long-term growth, and draft assigned sections and build the exhibits for the WIM annual strategic plan and strategy presentations for the Board of Directors and Investor Day.

• Support the long-term (3–5 year) strategic vision and growth plan for assigned WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust.

• Own workstreams within the digital and self-directed wealth strategy, including client segmentation, the self-directed-to-advised funnel, pricing and digital engagement economics, and the analysis behind build, buy, or partner recommendations.

• Own workstreams within the workplace wealth strategy across stock plan, equity compensation, and retirement offerings, and support diligence, economics, and negotiation of partnership agreements with Legal, Risk, Finance, Product, and Corporate Development partners.

• Own the analysis and business case for growth in deposits, securities-based and mortgage lending, and trust and fiduciary relationships, including cash and sweep economics, client primacy, and channel-level opportunity sizing.

• Evaluate options for emerging areas including digital assets, assessing regulatory developments, competitor moves, and client demand, including intangible and unprecedented factors.

• Identify and size AI-enabled organizational efficiency opportunities across WIM, and partner with business owners to convert them into implementable changes.

• Develop competitive and market intelligence 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.

• Support alignment and coordination with firmwide and cross-LOB objectives, including with Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Corporate Strategy.

• Build the analytics that decisions rest on — market and competitor sizing, client and advisor economics, business cases, and scenario models — with the driver logic explicit and reviewable.

• Use AI agents and tooling as the default method for research, modeling, competitive monitoring, and presentation development, and help improve the team’s toolchain.

• Communicate insights, strategic recommendations, and execution roadmaps clearly to senior leaders and stakeholders across WIM.

• Make decisions in complex situations that influence and lead the broader work team to meet deliverables and drive new initiatives and provide guidance to less experienced staff.

Required Qualifications:

• 5+ 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+ years of progressively increasing responsibility across management consulting, corporate strategy, product strategy, or a wealth management product, field, or finance role.

• The management consultant’s toolkit, structured problem solving, critical thinking, quantitativi rigor, and concise executive communication or wealth management domain depth; candidates may enter strong on one dimension and develop the other.

• An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance, evidenced by AI agents or workflows the candidate has built into how work gets done.

• Exposure to one or more of: digital and self-directed wealth; partnerships, corporate development, or M&A; workplace wealth including stock plan and retirement; deposit, lending, and trust growth within a wealth channel; digital assets; operational and process improvement.

• Advanced quantitative modeling skills and the ability to produce executive-quality materials without a supporting analyst.

• Experience developing product, capability, or investment roadmaps and translating strategic priorities into actionable plans and measurable outcomes.

• Experience contributing to Board of Directors or Investor Day strategy materials, or to an annual strategic planning cycle.

• Experience operating in a large-scale, complex matrixed organization, and influencing without authority.

• Ability to bring structure to ambiguity, prioritize independently, and follow through in a fast-moving environment.

• Strong problem-solving and analytical skills with a track record of converting insights into actionable plans, and excellent written and verbal communication across audiences and levels.

Job Expectations:

• Some travel required.

• Ability to work at one of the locations in the job posting.

• This position does not offer relocation assistance.

• This position currently offers a hybrid work schedule.

• This position does not offer VISA sponsorship.

Posting Location:

• 550 South Tryon - Charlotte, North Carolina, 69167

​Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

* 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 unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability 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.