Strategy & Planning Director

Wells Fargo

Confirmed live yesterday High trust
Closes in 4 days Hybrid

Quick summary

Work type
Hybrid
Location
New York, NY
Salary
$185,000–$300,000 / yr
Posted
3 days ago
Freshness
Confirmed live yesterday
Closes
Sep 22, 2026 (soon)

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $236k
This role $242k
$171k most similar roles pay here $314k

This role pays more than 54% of similar roles. Most pay $194,500–$278,014 — the shaded band above. At the midpoint, this role pays about $242k versus about $236k 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.

Most-posted roles

View all roles at Wells Fargo

At a glance

TL;DR · Strategy & Planning Director

Strategy & Planning Director The Strategy & Planning Managing Director or Executive Director joins the Wealth & Investment Management (WIM) Strategy team to drive business innovation, growth opportunities, and strategic priorities across the wealth and investment management ecosystem. This leader manages a team of professionals and oversees high-stakes agendas from problem definition through executive decision and implementation. Key responsibilities include developing annual strategic plans for the Board of Directors, leading strategies for digital and self-directed wealth products, managing workplace wealth initiatives, and advancing AI-enabled organizational efficiency. The role requires expertise in client segmentation, advisor models, investment products, and regulatory considerations. Candidates must possess a management consultant’s toolkit, including structured problem solving, quantitative rigor, and executive communication. The position addresses complex challenges in the wealth management industry, focusing on portfolio growth, partnership negotiations, and navigating evolving competitive landscapes within a regulated financial environment.

What you'll do

  • Develop and lead long-term strategic plans for the wealth and investment management portfolio.
  • Create strategy presentations for the Board of Directors and Investor Day updates.
  • Lead growth strategies for digital products, self-directed wealth, and workplace retirement offerings.
  • Manage the growth agenda for deposits, securities-based lending, and trust relationships.
  • Identify and drive AI-enabled organizational efficiencies to improve business performance.
  • Monitor and analyze competitive trends, regulatory developments, and emerging technologies like digital assets.
  • Manage a team of professionals while overseeing internal consulting and analytics capabilities.
  • Communicate strategic recommendations and execution roadmaps to senior leaders across the enterprise.

What we're looking for

  • Must have 10+ years of strategy and planning experience or equivalent through work, training, military service, or education.
  • Must have at least 4 years of management or leadership experience.
  • Experience in wealth management, private banking, asset management, or retirement platforms is preferred.
  • Experience as a senior leader at a top-tier management consulting firm or peer wealth manager is preferred.
  • Experience leading strategy for high-growth businesses and understanding of advisor ecosystems is preferred.
  • Ability to leverage emerging technologies like artificial intelligence to accelerate business performance is preferred.
  • Expertise in digital assets, M&A, workplace wealth, and deposit/lending growth is preferred.
  • Experience preparing Board of Directors and Investor Day materials is preferred.

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