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Strategy & Portfolio Management Lead - Finance Data Management Office

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Strategy & Portfolio Management lead within the Finance Data Management Office (FDMO) to help shape and execute Finance’s data strategy. Acting as a trusted advisor to finance management, the role will help coordinate and oversee a complex portfolio of data-related change initiatives, fostering collaboration across Finance sub-domains, technology partners, and the Chief Data Office to deliver strategic transformation and operational excellence.

Job Responsibility:

  • Influence development, implementation, and future evolution of finance's data and data governance strategy as a member of the Finance Data Management Office (FDMO) leadership team
  • Support effective management, oversight, and execution of the data strategy transformation and operational change portfolio
  • Influence development of Finance’s overarching data strategy, ensuring alignment with enterprise objectives, regulatory standards, and industry best practices
  • Drive innovation in data architecture and operating models to support advanced analytics and reporting
  • Act as a trusted advisor on data-architecture related matters, supporting effective and timely decision making across the function
  • Drive and coordinate cross-domain strategy alignment, working with enterprise CDO as necessary
  • Primary point of coordination and oversight for finance's data related change portfolio, working with finance leadership, sub-domains (Controllers, Treasury, Corporate Finance, and Investment Portfolio) and other key partners (Finance Transformation Office, Technology, non-finance domains, Chief Data Office) to ensure strategic alignment
  • Ensure initiatives & proposals are supported by appropriate analysis (costs, resources, timelines, benefits, impacts, risks), are subject to suitable decision making, and are appropriately prioritized
  • Monitor progress over initiative lifecycles, manage/escalate risks and issues, and ensure benefits realization is tracked and challenged as necessary
  • Work with partners within FDMO, sub-domains, and across the enterprise to maintain a 'horizon scan' view of material changes in the operating environment (e.g. new products, upstream architecture changes, new or amended regulatory requirements) with robust tracking of associated actions
  • Develop and manage the operation of relevant data strategy management & oversight forums which support the above aims
  • Support effective financial discipline across the finance data agenda
  • Work with partners across the finance function to maintain a clear view of the finance data agenda's financial footprint, including forward looking projections which incorporate planned progress towards target state architecture and operating models
  • Support provision of high quality quantitative and qualitative information into finance and enterprise routines including annual budget and investment planning
  • Assist in development of a high-performing FDMO function
  • Foster a culture of accountability, innovation, and continuous improvement
  • Lead by example in respect of building effective engagement and collaboration both within finance and across enterprise wide data stakeholders

Requirements:

7+ years of data product or data management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • Proven ability to influence and develop enterprise-level data strategies aligned with regulatory standards and organizational objectives
  • Strong understanding of data governance, architecture, and operating models, ideally within financial services or large-scale corporate environments
  • Experience managing complex, multi-stakeholder change portfolios, including prioritization, risk management, and benefits realization
  • Skilled in financial planning and investment governance, with the ability to track and forecast data-related budgets and resource allocations
  • Ability to build strong relationships across Finance, Technology, and enterprise data functions, influencing senior stakeholders and decision-makers
  • Advanced analytical capability to assess proposals, costs, and impacts, coupled with strong problem-solving skills
  • Excellent communication and presentation skills, with experience preparing high-quality materials for executive forums and governance committees
  • Familiarity with emerging data technologies, advanced analytics, and regulatory frameworks impacting financial data management
  • Understanding of horizon scanning for regulatory and operational changes and translating these into actionable strategies

Additional Information:

Job Posted:
February 19, 2026

Expiration:
February 23, 2026

Employment Type:
Fulltime
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