Senior Lead Strategy & Planning Consultant

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 WE's 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%.

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. $159,000.00 - $254,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:

20 Nov 2026

***** 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.

Req Number: R-582277