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Lead Strategy & Planning Consultant

India, Bengaluru · Job Posted May 28, 2026

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Job Description

The Wholesale Digital and Innovation team at Wells Fargo is looking for a dynamic individual to focus on planning, and analysis for complex initiatives spanning product, technology, and data domains. This role partners closely with Product, Technology, Finance, and Business stakeholders to drive business outcomes through structured planning, data-driven decision-making, and strong execution discipline. The role ensures transparency across teams, accurate forecasting, and robust metrics tracking to support business reviews and OKRs.

Job Responsibility

  • Lead complex initiatives with broad impact and act as key participant in large scale planning
  • Own end-to-end reporting across multiple initiatives, ensuring alignment to product strategy, business priorities, and delivery commitments
  • Drive quarterly and annual planning, roadmap alignment, and dependency management
  • Establish and maintain governance for reporting
  • Collaborate with Product Leads and Executives for consistent execution of Digital Product delivery
  • Identify strategic business investments and alliance opportunities
  • Collaborate strategically and consult with all levels for planning
  • Partner with executive management across Wells Fargo to define the business strategy and create, execute corresponding business plans and initiatives
  • Communicate strategy and related business plans to management

Requirements

  • 5+ years of strong experience in planning, data analysis and delivering complex initiatives across Product and Technology teams
  • Proficient in MS. Excel, SharePoint, PowerPoint, Jira and Power BI
  • Solid understanding of Agile / Scrum methodologies and modern delivery practices
  • Demonstrated experience working on Jira for sizing, estimates, reporting and delivery planning
  • Strong business acumen with experience in business case development, financial analysis, and investment planning
  • Proven ability to work with data, which includes pulling, analysing, and translating data into insights and decisions
  • Experience defining and managing OKRs, KPIs, and executive-level metrics
  • Excellent stakeholder management, communication, and coordination skills

Nice to have

  • Experience in managing large, matrixed and enterprise data
  • Background in digital platforms, data-heavy products, or technology-led transformations
  • Experience preparing executive-level materials for portfolio reviews, and business updates

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