Portfolio Planning, Intake & Prioritization Lead Business Execution Consultant

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About this role:

Wells Fargo is seeking a Portfolio Planning, Intake & Prioritization Lead Business Execution Consultant.  Responsible for portfolio planning, intake management, prioritization, capacity planning, and portfolio analysis across the Cards and Personal Loans portfolio. Partners closely with Product, Technology, Finance, Risk, Compliance, and Operations leaders to assess new demand, evaluate portfolio impacts, align strategic priorities with available capacity, and support investment and roadmap decisions.

Provides data-driven insights, executive reporting, and decision support to enable informed prioritization, planning, and organizational decisions. Leads portfolio-level planning activities and change initiatives that support delivery of strategic, regulatory, and business objectives.  Learn more about our career areas and business divisions at www.wellsfargojobs.com

In this role, you will:

• Lead intake management processes for new business, regulatory, risk, and technology-driven demand.
• Facilitate prioritization and trade-off discussions to ensure alignment with strategic objectives, customer needs, regulatory commitments, and delivery capacity.
• Drive annual and in-year portfolio planning activities, including demand forecasting, scenario planning, and capacity analysis.
• Develop portfolio analytics, executive reporting, dashboards, and leadership presentation materials.
• Assess impacts of proposed initiatives on roadmap commitments, delivery capacity, funding, and resource allocation.
• Partner with Product, Technology, Finance, Risk, Compliance, and Operations stakeholders to evaluate opportunities and provide prioritization recommendations.
• Support investment planning and portfolio decision-making through analysis, forecasting, and business insights.
• Monitor portfolio performance, key dependencies, risks, constraints, and emerging demand trends.
• Lead cross-functional planning efforts and change initiatives that improve portfolio transparency, decision-making, and execution outcomes.
• Prepare materials and recommendations for senior leadership to support strategic and operational decisions.

Required Qualifications:

• 5+ 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:

• Experience in portfolio planning, demand management, intake management, prioritization, capacity planning, portfolio management, strategic planning, program management, or related disciplines.
• Experience leading cross-functional planning and prioritization activities across Product, Technology, Finance, Risk, Compliance, and Operations organizations.
• Strong analytical and problem-solving skills with the ability to translate complex information into actionable recommendations.
• Experience developing executive-level reporting, presentations, and decision-support materials for senior leadership.
• Demonstrated ability to influence stakeholders and drive decision-making in a matrixed environment.
• Strong communication, facilitation, stakeholder management, and relationship-building skills.
• Experience supporting large, complex portfolios and enterprise-wide initiatives.
• Financial services experience, preferably within Cards, Lending, Consumer Banking, or Technology organizations.
• Knowledge of technology delivery lifecycles, roadmap planning, forecasting, and resource management.
• Experience facilitating portfolio trade-off discussions and developing recommendations for senior executives.

Job Expectations:

• This position is not eligible for visa sponsorship.
• Relocation assistance is not available for this position.

Posting End Date: 

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.