Senior Lead Strategy & Planning Consultant, Executive Director

Wells Fargo

Confirmed live yesterday High trust
Closes in 6 days Hybrid

Quick summary

Work type
Hybrid
Location
New York, NY
Salary
$191,000–$305,000 / yr
Posted
3 days ago
Freshness
Confirmed live yesterday
Closes
Sep 23, 2026 (soon)

Market check

Salary context

Above market

How this pay compares to similar roles

Similar $212k
This role $248k
$152k most similar roles pay here $321k

This role pays more than 74% of similar roles. Most pay $168,000–$255,462 — the shaded band above. At the midpoint, this role pays about $248k versus about $212k for comparable roles.

Based on 239 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 40 open roles on FindRole.

Listed pay typically runs $159,000–$254,000 across 17 roles with salary data.

Most-posted roles

View all roles at Wells Fargo

At a glance

TL;DR · Senior Lead Strategy & Planning Consultant, Executive Director

Senior Lead Strategy & Planning Consultant, Executive Director joins the Wealth & Investment Management Strategy team as a senior individual contributor. This role involves advising leadership on business innovation, growth opportunities, and strategic priorities within the wealth and investment management ecosystem. The successful candidate will develop strategic plans for various business units including advisory, brokerage, digital wealth, deposits, lending, and trust services. Key responsibilities include creating investor presentations, evaluating partnership agreements, identifying AI-enabled efficiency opportunities, and benchmarking against competitors like RIAs and fintech firms. Required competencies include structured problem solving, quantitative rigor, and executive communication. The role requires deep domain knowledge of client segments, advisor models, and regulatory considerations to navigate a complex environment. Candidates must demonstrate expertise in digital assets, portfolio management, and leveraging AI tools to drive large-scale transformation and sustainable growth across the wealth management landscape.

What you'll do

  • Develop strategic plans and annual presentations for the Board of Directors and Investor Day.
  • Refine long-term growth strategies for advisory, brokerage, digital wealth, deposits, lending, and trust services.
  • Create strategy for digital products including client segmentation, pricing models, and build/buy/partner recommendations.
  • Structure partnership agreements and negotiate commercial terms with legal, risk, and finance partners.
  • Build business cases for deposit growth, securities-based lending, and fiduciary relationships.
  • Identify and quantify AI-enabled efficiency opportunities across the wealth management organization.
  • Benchmark competitive trends, regulatory developments, and technology innovations against industry peers.
  • Coach and mentor junior strategy professionals while building firmwide consulting capabilities.

What we're looking for

  • 7+ years of Strategy and Planning experience or equivalent through work, training, military service, or education.
  • Experience in wealth management, private banking, asset management, retirement, digital wealth, or advisory platform strategy (preferred).
  • Experience as a senior manager at a top-tier consulting firm or in a corporate strategy role at a peer wealth manager (preferred).
  • Expertise in areas such as digital assets, M&A, workplace wealth, and deposit or lending growth (preferred).
  • Ability to leverage emerging technologies and AI tools to accelerate business performance (preferred).
  • Experience preparing Board of Directors and Investor Day strategy materials (preferred).
  • Proven ability to navigate complex matrixed organizations and drive change through influence rather than authority.
  • Strong skills in structured problem solving, quantitative rigor, and executive communication across various audiences.

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