Wells Fargo

Senior Lead Business Execution Consultant - Branch Formats & Experience Strategy

Wells Fargo$110K — $130K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in Business Execution or Strategic Planning roles.
  • 5+ years in analyzing customer and market datasets.
  • 5+ years creating strategic recommendations for senior leadership.
  • 5+ years leading cross-functional initiatives in analytics or customer experience.
  • 5+ years using executive communication and storytelling to drive decisions.

Responsibilities

  • Serve as the subject-matter expert in branch customer insights.
  • Influence strategy using data-driven customer forecasting.
  • Collaborate with teams to shape branch experiences and service models.
  • Deliver actionable insights supporting branch strategic investments.
  • Lead research initiatives on customer behavior and branch interactions.
  • Develop long-term forecasts of customer activity and engagement patterns.
  • Analyze market and competitive datasets to uncover trends.

Benefits

  • Hybrid work arrangement under Wells Fargo's policy (3 days in office).
  • Opportunities for professional development and career growth.
  • Collaborative work environment across various teams and leaders.
  • Exposure to strategic decision-making influence.
  • Engagement in innovative branch evolution projects.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Business Execution Consultant to serve as the Branch Customer Intelligence & Insights subject-matter expert within Branch Channel Management.

This role serves as the primary research and insights partner supporting the future evolution of branch formats across the network. The individual will identify emerging customer behaviors, forecast long-term shifts in branch usage, analyze customer interaction patterns, and translate customer and employee insights into recommendations regarding branch formats, space allocation, staffing models, service delivery, and experience design.

The ideal candidate combines deep expertise in customer analytics, market research, forecasting, strategic planning, and executive storytelling. This role will help senior leaders understand how customer behavior is expected to evolve over the next 5 to 10 years and what those changes mean for the future design and operation of the branch network. Through customer intelligence, behavioral modeling, and market insights, the consultant will influence strategic decisions impacting branch investments, staffing, technology deployment, customer engagement, and network transformation.


In this role, you will:

  • Serve as the branch customer intelligence and insights subject-matter expert within Branch Channel Management.
  • Influence branch network strategy through data-driven insights and long-term customer forecasting.
  • Partner with cross-functional teams and executive leaders to shape future branch experiences, formats, and service delivery models.
  • Deliver clear, actionable recommendations that support strategic investment and operational decisions across the branch network.
  • Lead research initiatives to understand evolving customer needs, behaviors, and branch interaction patterns.
  • Develop long-term forecasts of branch customer activity, including teller transactions, banker interactions, self-service adoption, digital migration, and advisory engagement.
  • Quantify the impact of technology, automation, artificial intelligence, and changing customer expectations on branch service models and utilization.
  • Build behavioral models that estimate future customer interaction volumes, staffing needs, banker capacity, service demand, and branch utilization.
  • Develop and maintain customer segmentation, archetype, and behavioral intelligence frameworks that support branch network strategy.
  • Analyze customer, transactional, demographic, household, market, and competitive datasets to identify emerging trends and opportunities.
  • Evaluate customer behaviors across markets, branch formats, wealth segments, and interaction channels.
  • Lead analysis of customer and employee feedback, survey results, complaints, open-text responses, and research findings.
  • Translate complex analysis into executive-ready recommendations, scenarios, insights, and business cases.
  • Identify customer behavior trends that should influence branch investments, staffing strategies, technology deployment, and format decisions.
  • Support future-state branch strategy through evidence-based assumptions about customer engagement models, branch sizing, and network evolution.
  • Develop customer intelligence tools, dashboards, research repositories, and scalable insight capabilities.


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 analyzing complex customer, behavioral, operational, and market datasets and synthesizing qualitative and quantitative findings.
  • 5+ years of experience developing strategic recommendations, forecasts, or business cases that support senior-level decisions.
  • 5+ years of experience leading cross-functional initiatives involving analytics, strategy, customer experience, research, or business transformation.
  • 5+ years of experience applying problem-solving, facilitation, executive communication, and storytelling skills to influence business decisions and drive outcomes.

Desired Qualifications:

  • Experience forecasting customer behavior, transaction trends, channel migration, service demand, workforce capacity, or branch usage patterns.
  • Experience developing customer segmentation, archetype, persona, or behavioral intelligence frameworks.
  • Experience with Voice of Customer programs, survey analytics, open-text analysis, ethnographic research, or mixed-method research approaches.
  • Experience with customer journey mapping, service design, human-centered design, or experience measurement methodologies.
  • Knowledge of retail banking, branch operations, branch network strategy, customer engagement models, or location intelligence.
  • Experience with product ownership, including roadmap development, requirements gathering, prioritization, adoption, and performance measurement.
  • Experience utilizing analytical and visualization tools such as SQL, Python, SAS, Power BI, Tableau, GIS, or comparable technologies.
  • Ability to simplify complex findings and present concise, persuasive recommendations to executive leadership.


Job Expectations:

  • Ability to work a hybrid schedule in accordance with Wells Fargo's hybrid work policy (3 days in office)
  • This position is not eligible for Visa sponsorship. Applicants must be authorized to work in the United States without current or future sponsorship requirements

Locations:

  • 1525 W. W.T. Harris Blvd, Charlotte, NC 28262

Posting End Date:

21 Sep 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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