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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