Wells Fargo

Strategic Initiatives Senior Lead - Digital & Direct Investing

Wells Fargo • $139K — $217K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of experience in Business Execution, Implementation, or Strategic Planning
  • Experience leading strategic initiatives in Wealth & Investment Management or related financial services
  • Knowledge of Digital & Direct Investing business models and investment products
  • Strong ability to influence in matrixed environments
  • Proven analytical skills with a focus on practical solutions
  • Executive-level communication and relationship management expertise
  • Experience in governance processes and executive reporting

Responsibilities

  • Partner with executive leaders to define and prioritize initiatives
  • Lead enterprise-wide business initiatives for performance and growth
  • Develop and deliver executive-level reporting and business reviews
  • Facilitate governance forums and leadership reviews
  • Influence stakeholders to align objectives and address risks
  • Translate business objectives into actionable plans
  • Lead cross-functional teams to deliver enterprise initiatives
  • Anticipate trends to inform business priorities
  • Identify opportunities for efficiency and performance improvements
  • Champion a culture of accountability and continuous improvement

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life and critical illness insurance
  • Parental and critical caregiving leave
  • Discounts and savings programs
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description
About This Role

Wells Fargo is seeking a Senior Lead Business Execution Consultant within Digital & Direct Investing, a strategic growth area of Wealth & Investment Management.

This highly visible leadership role sits at the intersection of business strategy and execution. You will serve as a trusted advisor to senior executives, helping shape strategic priorities while also driving large-scale initiatives from concept to implementation. The role is ideal for a leader who combines innovative thinking with disciplined execution and can translate complex business challenges into measurable results.

Success in this position requires strong executive presence, deep business acumen, exceptional stakeholder management skills, and the ability to influence outcomes across a highly matrixed organization. You will work closely with senior leaders to accelerate growth, enhance client experiences, improve operational effectiveness, and support the continued evolution of Wells Fargo's digital investing business.

In This Role You Will
  • Partner with executive leaders to define, prioritize, and execute high priority initiatives supporting Digital & Direct Investing and Wealth & Investment Management.
  • Lead complex, enterprise-wide business initiatives that drive business performance, operational excellence, client experience improvements, and organizational growth.
  • Develop and deliver executive-level reporting, business reviews, communications, and performance insights that support key decisions.
  • Facilitate governance forums, leadership reviews, and steering committees that drive accountability, decision-making, and execution of business priorities.
  • Influence senior leaders and stakeholders across multiple lines of business to align objectives, address risks, and achieve desired outcomes.
  • Translate business objectives into actionable plans, ensuring successful implementation and measurable business impact.
  • Lead cross-functional teams across operations, product, technology, risk, and business functions to deliver enterprise initiatives.
  • Anticipate emerging trends, industry developments, and evolving client needs to inform recommendations and business priorities.
  • Identify opportunities to improve efficiency, effectiveness, and organizational performance through data-driven analysis and innovative solutions.
  • Champion a culture of accountability, continuous improvement, and execution excellence across multiple organizations.


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


Desired Qualifications
  • Significant experience leading strategic initiatives within Wealth & Investment Management, Digital Investing, Retail Brokerage, Self-Directed Investing, or related financial services businesses.
  • Knowledge of Digital & Direct Investing business models, digital wealth platforms, investment products, client engagement strategies, and brokerage operations.
  • Experience supporting executive leadership teams through strategic planning, business performance management, and enterprise transformation initiatives.
  • Demonstrated ability to influence senior stakeholders and drive outcomes in highly matrixed environments without direct authority.
  • Experience leading initiatives from strategy development through execution and implementation.
  • Strong analytical and problem-solving skills with the ability to translate complex business challenges into practical solutions.
  • Executive-level communication, presentation, and relationship management skills.
  • Experience developing governance processes, operating reviews, leadership communications, and executive reporting.
  • Knowledge of digital transformation, customer experience, business operations, and organizational effectiveness.
  • Experience within large financial services, wealth management, brokerage, fintech, or banking organizations.


Job Expectations
  • Hybrid Work Schedule
  • This position is not eligible for Visa sponsorship


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 - $217,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:

5 Oct 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

Similar Jobs

More Jobs at Wells Fargo

More Finance & Insurance Jobs

Find similar Strategic Initiatives Senior Lead - Digital & Direct Investing jobs: