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Lead Strategy and Planning Consultant

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, San Francisco

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

119000.00 - 224000.00 USD / Year
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Job Description:

Wells Fargo is seeking a Lead Strategy & Planning Consultant to join our dynamic Payments Strategy team as we transition into a product-oriented organization. This pivotal role will help shape the future of digital wallets by aligning enterprise needs with innovative solutions. The ideal candidate will leverage advanced data and analytics to drive strategic initiatives that expand debit share and improve margins, playing a key role in the evolution of our payments ecosystem.

Job Responsibility:

  • Lead complex, high-impact initiatives across payment products including alternative payment methods (APMs), debit, account-to-account (A2A), and digital wallets
  • Drive large-scale planning efforts that shape the future of payments and elevate customer experience
  • Provide principal-level strategic consulting to internal stakeholders and senior leadership
  • Represent Wells Fargo on industry boards and committees focused on payments innovation and emerging financial technologies
  • Analyze long-term challenges, including fintech disruption and competitive threats, to inform strategic direction
  • Identify and evaluate strategic investments and partnership opportunities in high-growth areas
  • Make decisions in complex, ambiguous situations that influence cross-functional teams and drive new initiatives
  • Mentor junior team members and foster a culture of innovation and strategic thinking
  • Approve and refine processes for strategic opportunities, including wallet partner ROI frameworks and cross-border margin strategies
  • Collaborate across all levels of the organization to resolve issues and align on strategic goals
  • Partner with executive leadership to define business strategy and execute aligned business plans
  • Communicate strategic plans and priorities to senior management, ensuring alignment with market trends and enterprise objectives
  • Deliver actionable market and competitive insights to inform leadership decisions and guide strategic planning

Requirements:

  • 5+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, education
  • 5+ years of experience in strategy consulting, market sizing, and competitive analytics
  • Experience in payments, fintech, or financial services strategy with strong understanding of industry dynamics
  • Proven track record in competitive intelligence, market analysis, and delivering actionable insights
  • Exceptional executive communication skills and ability to engage and influence senior stakeholders
  • Familiarity with digital wallet ecosystems, cross-border payment infrastructure, and emerging payment technologies
  • Demonstrated ability to lead and influence cross-functional teams in a matrixed environment
  • Proven commitment to continuous learning and staying ahead of market trends, innovations, and regulatory developments
What we offer:
  • 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

Additional Information:

Job Posted:
October 03, 2025

Expiration:
October 03, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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