Senior Lead Strategy & Planning Consultant

Senior Lead Strategy & Planning Consultant – Business Credit Card

Card & Personal Loans (CPL)

Wells Fargo is seeking a Senior Lead Strategy and Planning Consultant (Executive Director level role) to support the Business Credit Card leadership team in shaping and delivering the strategic growth agenda for the Card & Personal Loans (CPL) line of business. This role serves as a strategic partner to senior leaders, focused on enterprise planning, organizational effectiveness, execution of complex initiatives, and clear, aligned communication across a highly matrixed organization.

Card & Personal Loans (CPL) provides customers with a broad range of credit solutions, delivering industry‑leading products, rewards, and benefits that help business customers start, run, and grow their businesses. Learn more at wellsfargojobs.com.

About This Role:

The Senior Lead Strategy and Planning Consultant will play a critical role in advancing the business credit card growth strategy. This individual will work closely with business credit card leadership, functional partners, and subject matter experts to develop and execute strategies that enable responsible, profitable growth.

Through structured analysis, strategic planning, and disciplined execution, this role will help leadership identify growth opportunities, resolve constraints, align priorities, and drive measurable outcomes across the business credit card portfolio. The role will require a blend of strategic planning, business transformation, consulting, partner management, risk awareness, and executive communications.

Key Responsibilities

In partnership with the business credit card leadership team and key stakeholders, this role will:

• Lead the design, maintenance, and delivery of the business credit card strategic growth plan, ensuring alignment to enterprise priorities
• Provide data‑driven insights and recommendations to improve business performance, execution rigor, and organizational efficiency
• Manage a portfolio of large‑scale, cross‑functional initiatives, driving accountability, dependency management, and on‑time delivery
• Develop and execute a comprehensive communications strategy that drives alignment across all levels of the organization, including strategic updates for senior executives
• Serve as a trusted advisor to senior leadership, translating complex data and analysis into clear, actionable guidance
• Develop executive materials for Business Card business reviews and forums
• Lead and influence subject matter experts and partners to produce fact‑based recommendations that support strategic decision‑making
• Establish and monitor OKRs and KPIs to measure progress, identify risks, and course‑correct as needed, including supporting annual target setting
• Lead the development and execution of the AI learning and enablement strategy for Business Credit Card, in partnership with the Card & Personal Loans (CPL) organization, to build capability, accelerate adoption, and support strategic decision‑making
• Deliver Chief of Staff–style support for the Business Credit Card leadership team, including leadership alignment, agenda setting, prioritization, decision framing, and follow‑through on strategic commitments

Required Qualifications:

• 7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Financial services experience, with strong knowledge of Credit Cards and/or Retail Banking
• Experience leading large, cross‑functional initiatives in a matrixed environment
• Management consulting experience or consulting on complex strategic initiatives
• Strong understanding of project and program management principles
• Extensive experience utilizing PowerPoint to create executive‑level presentations that inform and influence senior leaders.
• Demonstrated ability to operate effectively amid ambiguity, change, and competing priorities
• Advanced analytical capabilities with a track record of delivering actionable, data‑driven insights
• Structured problem solver with excellent written, verbal, and interpersonal communication skills
• Experience using data and narrative to drive alignment and decision‑making
• Ability to perform in a fast‑paced, high‑pressure environment

• Candidate will be expected to work onsite at the stated location listed in the job posting on a hybrid schedule.
• Willingness to travel up to 20%
• This position is not eligible for visa sponsorship.

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.