Wells Fargo

Senior Lead, Branch Performance Design & Insights

Wells Fargo$139K — $239K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in Business Execution, Implementation, or Strategic Planning
  • 5+ years supporting sales organizations with performance measurement and data modeling
  • Experience in financial services, particularly consumer banking or lending
  • Expertise in designing field performance frameworks and incentive compensation
  • In-depth knowledge of retail banking drivers and branch performance
  • Track record in building and optimizing reporting dashboards
  • Ability to influence senior stakeholders in complex environments

Responsibilities

  • Design branch and banker performance metrics tied to growth goals
  • Establish eligibility rules and performance thresholds for incentives
  • Ensure alignment of indicators with business outcomes and compensation
  • Collaborate with various teams to integrate metrics into systems
  • Standardize dashboards for improved consistency and usability
  • Define criteria for customer inclusion in branch performance metrics
  • Create peer group frameworks for fair performance comparisons
  • Drive end-to-end execution of business strategies across teams
  • Establish processes to monitor and refine performance metrics
  • Provide data-driven insights to senior leadership for strategy adjustments

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance and critical illness insurance
  • Parental leave
  • Tuition reimbursement
  • Adoption reimbursement
Full Job Description

About This Role

Wells Fargo is seeking a Senior Lead Business Execution Consultant to define how performance is measured, managed, and rewarded across the National Branch Network. This role is responsible for designing performance metrics, customer attribution frameworks, and peer benchmarking models that align business strategy to field execution and incentive compensation.

This role will act as a central integrator across strategy, data, product, finance, incentive compensation teams, and various partners to ensure performance measurement is consistent, transparent, and drives desired business outcomes.

In this role, you will:

  • Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening

  • Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation

  • Ensure alignment between leading indicators, business outcomes, and pay for performance structures

  • Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans

  • Standardize and simplify dashboards to improve transparency, consistency, and field usability

  • Define Branch Customer List frameworks, including customer inclusion criteria and portfolio attribution

  • Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements

  • Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons

  • Embed peer group frameworks into reporting, incentives, and field routines

  • Translate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end execution

  • Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks

Required Qualifications

  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 5+ years of experience in business analysis supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomes

Desired Qualifications:

  • 4+ years of experience in financial services, with focus on consumer banking or lending

  • Experience designing and implementing field performance frameworks or incentive compensation that drive business outcomes

  • Deep knowledge of retail banking and branch performance, including drivers of growth and field behavior

  • Experience with customer segmentation and  portfolio strategy

  • Experience building and optimizing reporting dashboards to support performance management, decision making, and strategy

  • Proven ability to influence and align senior executive stakeholders in complex, matrixed environments

  • Experience translating enterprise strategy into scalable operating models, frameworks, and execution plans

  • Experience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groups

  • Strong executive communication skills with the ability to drive adoption and sustained behavioral change

  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • Ability to travel up to 25% of the time

  • This position offers a hybrid work schedule

  • This position is not eligible for Visa sponsorship

About this Role

Wells Fargo is seeking a Senior Lead, Branch Performance Design & Insights to shape how performance is measured, managed, and rewarded across the National Branch Network.

This role sits at the center of business strategy, data, and execution—responsible for designing the metrics that power reporting and incentive compensation, defining how customers are attributed to branches, and ensuring fair and meaningful performance comparisons across the network.

If you are a strategic thinker who thrives in complex, highly matrixed environments and enjoys translating business strategy into measurable outcomes, this is a unique opportunity to drive enterprise impact.

In this role, you will:

Design Performance Metrics that Drive Growth

  • Develop new branch and banker performance metrics aligned to key growth priorities (e.g., deposits, checking, customer deepening).
  • Define metric logic, eligibility rules, and performance thresholds to support integration into incentive compensation.
  • Ensure alignment between leading indicators, business outcomes, and pay-for-performance structures.

Connect Metrics to Reporting & Incentives

  • Partner with data, product, and incentive compensation teams to embed metrics into reporting platforms and compensation plans.
  • Simplify and standardize field-facing dashboards to improve transparency and actionability.
  • Ensure performance measurement is clear, consistent, and trusted across the organization.

Own Branch Customer List (BCL) Strategy

  • Define the framework for which customers are included in branch portfolios for outreach, deepening, and performance attribution.
  • Establish rules for customer ownership and alignment to branch P&Ls.
  • Partner cross-functionally to operationalize and evolve the Branch Customer List construct.

Build Peer Group Frameworks

  • Design branch and district peer groups to enable fair and meaningful performance comparisons.
  • Incorporate factors such as market opportunity, complexity, and customer mix into performance benchmarking.
  • Embed peer groups into reporting, incentives, and field routines.

Lead Cross-Functional Execution

  • Partner closely with Product, Data/Business Intelligence, Finance, HR, and Strategy teams.
  • Translate business priorities into clear requirements for data and technology partners.
  • Act as a central integrator across teams to ensure end-to-end delivery of initiatives.

Drive Governance & Continuous Improvement

  • Establish governance processes for metric, peer group, and customer attribution updates.
  • Monitor performance outcomes and field behavior to refine metrics and frameworks over time.
  • Deliver data-driven insights and recommendations to senior leadership.

Preferred Qualifications

  • Experience designing or supporting incentive compensation and/or field reporting frameworks
  • Knowledge of retail banking or branch performance models
  • Experience with customer segmentation, portfolio strategy, or attribution models
  • Familiarity with performance reporting tools and dashboard design

Role Characteristics

  • Level: Senior Lead Business Execution Consultant (P5)
  • Management: Individual contributor (no direct reports)
  • Scope: Enterprise-wide influence across branch strategy, product, data, and incentives

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$139,000.00 - $239,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

25 Jun 2026

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

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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