At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
The Strategic Planning Manager for WIM is a senior business leader responsible for providing strategic consulting through: engagement-based consulting for executives and senior leaders on a broad array of strategic topics; and alignment with partners to position and transition strategy into true organizational change activities. This person is responsible for leading others in business opportunity identification and developing and overseeing data analytics and qualitative insights that support strategic recommendations. The ideal candidate will possess exceptional business consulting skills, strong business acumen, leadership abilities, and a focus on follow through activities to deliver WIM strategic priorities identified by WIM senior leaders. This individual will work with executives, managers, and strategy leaders across Wells Fargo. Specific responsibilities will include:
This collaborative leader must be capable of thought leadership, developing and enhancing strategic plans and solutions, and leading change. The role demands a persuasive, effective communicator who will position WIM competitively and influence senior management across multiple lines of business. It requires strong consulting, strategic planning, and relationship management skills. A key differentiator will be the ability to understand and operate successfully in a complex, heavily-matrixed environment with diverse teams. The role requires a passion for developing new strategies and enhancing proposed initiatives, follow through on developed strategies into implementation, a unique ability to balance important long-term strategic and short-term urgent priorities, and a personal desire and accountability for positive client and shareholder change.
Preferred location for the role would be Charlotte NC however, San Francisco CA would be considered. Other locations and telecommuting are not options.
Other Desired Qualifications