Demo

Strategy & Planning Consultant

Wells Fargo
Wells Fargo Salary
CHARLOTTE, NC Full Time
POSTED ON 3/15/2025
AVAILABLE BEFORE 5/14/2025

Why Wells Fargo

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.

We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.

Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!

About this role:

Wells Fargo is seeking a Strategy & Planning Consultant in Consumer and Small Business Banking Operations. This role will help support the work for the enterprise-wide transformational program designed to move Wells Fargo to an industry leading Customer service model. The Contact Center transformation program is a multi- year initiative spanning all contact centers across the enterprise with a focus on modernizing our technology infrastructure and enabling consistency to drive improvements in customer experience and operational effectiveness.


In this role, you will:

  • Assist on strategic planning initiatives, to support large-scale transformation projects, ensuring alignment with organizational goals.
  • Conduct research and analysis, to identify trends, risks, and opportunities that inform strategic decision-making.
  • Assist in the development of detailed project plans, timelines, and roadmaps for transformation initiatives, coordinating across teams to ensure timely delivery.
  • Contribute to stakeholder communication efforts, by preparing presentations, reports, and summaries to highlight key project insights and updates
  • Support cross-functional teams, in problem-solving sessions, providing data-driven insights and innovative recommendations.
  • Track and report progress, against defined goals and objectives, identifying potential bottlenecks and recommending solutions.
  • Develop expertise, in transformation methodologies and tools, gaining hands-on experience and building a foundation for future leadership roles.

Required Qualifications:

  • 2 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:

  • 2 years of experience leading or supporting large scale business or technology transformation programs in a banking environment
  • Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Project, and Teams) skills
  • Experience developing customized reports and ad hoc analyses to make recommendations
  • Experience managing communications and documentation projects
  • Large-scale project management skills
  • Strong analytical skills, ability to use data to solve business problems.
  • Ability to lead projects/initiatives with high risk and complexity
  • Ability to manage multiple and competing priorities
  • Experience at a Big 4 or other Management Consulting Top Tier Fir
  • Strong problem solving and analytical skills with ability to turn findings into strategic initiatives
  • Experience in supporting cross-organizational strategic initiatives, transformation initiatives, and/or change management initiatives at a large bank with the ability to drive change in a consistent and well aligned manner
  • Good interpersonal skills, demonstrated ability to function as an individual contributor and also to work in large teams 
  • Intellectually curious with strong analytical skills, including demonstrated ability to draw actionable insights and building strategies against the analysis

Job Expectations:

  • Position offers a hybrid work schedule in which you are required to work in office 3 days per week at a minimum in one of the locations listed below.
  • Relocation assistance is not available for this position
  • Visa sponsorship is not available for this position

The Control Functions adhere to a location strategy, therefore your candidacy may be determined based on your current location. Remote work locations are not available for these roles, so if you are not in a location listed on the posting, you must commit to self-relocation within an agreed upon timeframe.

Locations: Required location(s) listed below.

  • 109845-NC-Brigham Building, Charlotte 11625 N Community House Rd
    CHARLOTTE, NC 28277

Posting End Date: 

17 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.


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