Executive Director, Advanced Planner (Wealth Strategist)
JPMorgan Chase
Quick summary
Market check
How this pay compares to similar roles
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
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.
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At a glance
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
What we're looking for
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