Lead Strategy & Planning Consultant, VP, Wealth & Investment Management Strategy

Wells Fargo

Confirmed live yesterday High trust
Closes in 6 days Hybrid

Quick summary

Work type
Hybrid
Location
New York, NY
Salary
$143,000–$224,000 / yr
Posted
3 days ago
Freshness
Confirmed live yesterday
Closes
Sep 24, 2026 (soon)

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $188k
This role $184k
$133k most similar roles pay here $234k

This role pays more than 54% of similar roles. Most pay $159,658–$215,962 — the shaded band above. At the midpoint, this role pays about $184k versus about $188k for comparable roles.

Based on 240 similar postings.

Employer

About Wells Fargo

Wells Fargo & Company is one of the largest banks in the United States, providing banking, investment, mortgage, and consumer and commercial finance products and services nationwide. Industry: Banking & Financial Services

Wells Fargo currently has 41 open roles on FindRole.

Listed pay typically runs $159,000–$239,000 across 20 roles with salary data.

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At a glance

TL;DR · Lead Strategy & Planning Consultant, VP, Wealth & Investment Management Strategy

Lead Strategy & Planning Consultant, VP - Wealth & Investment Management (WIM) Strategy joins the WIM Strategy team to support leadership in shaping business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem. The role involves owning strategy workstreams from problem definition through executive recommendation, building analytics for senior leaders, and developing long-term plans for advisory, brokerage, digital wealth, deposits, lending, and trust services. Key responsibilities include analyzing digital assets, identifying AI-enabled efficiency opportunities, and creating materials for the Board of Directors and Investor Day. The position requires a management consultant’s toolkit including structured problem solving, critical thinking, quantitative rigor, and concise executive communication. Candidates must possess expertise in wealth management domains such as client segments, advisor models, and regulatory considerations while utilizing AI agents and tools for research, modeling, and competitive monitoring.

What you'll do

  • Develop strategic plans and analysis to drive long-term growth across the wealth and investment management ecosystem.
  • Create executive materials for the Board of Directors and Investor Day presentations.
  • Manage workstreams for digital and self-directed wealth, including client segmentation and pricing economics.
  • Lead workplace wealth strategy initiatives involving stock plans, equity compensation, and retirement offerings.
  • Analyze business cases for growth in deposits, securities-based lending, and trust relationships.
  • Evaluate emerging markets such as digital assets while monitoring regulatory developments and competitor moves.
  • Identify and implement AI-enabled organizational efficiency opportunities across the business unit.
  • Build complex analytical models to support executive decision-making regarding market sizing and client economics.

What we're looking for

  • 5+ years of Strategy and Planning experience or equivalent through work, training, military service, or education.
  • Experience in management consulting, corporate strategy, product strategy, wealth management, or finance (preferred).
  • Proficiency in structured problem solving, critical thinking, quantitative rigor, and concise executive communication (preferred).
  • Ability to leverage emerging technologies and AI tools to accelerate business performance (preferred).
  • Exposure to digital/self-directed wealth, partnerships, M&A, workplace wealth, or deposit and lending growth (preferred).
  • Advanced quantitative modeling skills and ability to produce executive-quality materials without analyst support (preferred).
  • Experience developing product roadmaps and translating strategic priorities into actionable plans (preferred).
  • Experience contributing to Board of Directors or Investor Day strategy materials (preferred).

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