Full-Time

Strategy and Planning Business Consultant

Corporate Investment Banking, Director

Posted on 3/12/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides diverse banking and financial services

Compensation Overview

$120.4k - $287.6k/yr

Senior, Expert

Charlotte, NC, USA + 1 more

More locations: New York, NY, USA

Category
Corporate Finance
Finance & Banking
Required Skills
Risk Management
Data Analysis
Requirements
  • 7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Play a critical role in the enterprise strategic planning process
  • Partner with stakeholders and peers to develop Board and OpCo materials, business reviews and strategic plans
  • Develop and consolidate ‘house views’ on topics impacting CIB and help drive our response
  • Partner with LOBs and functions to address critical strategic issues
  • Identify opportunities and strategies for improvement (e.g., processes, risk)
  • Support complex initiatives with broad impact and act as key participant in large scale planning
  • Review and analyze complex larger-scale or longer-term challenges that require in-depth evaluation of multiple factors
Desired Qualifications
  • 7+ years of experience in Corporate and Investment Banking or Capital Markets
  • Experience at a Big 4 or other Management Consulting Top Tier Firm
  • Experience in Commercial Real Estate, Investment Banking, or Markets Sales and Trading Strategy development
  • Strong problem solving and analytical skills with ability to turn findings into strategic initiatives
  • Experience in supporting cross-organizational strategic initiatives, transformation initiatives, and/or change management initiatives at a large bank with the ability to drive change in a consistent and well aligned manner
  • Experience developing and maintaining exceptional partnerships with internal and external clients
  • Ability to lead and operate collaboratively, execution focused, and results oriented
  • Excellent communication skills along with highly proficient technical skills in MS Office

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its products work through a network of branches and ATMs, as well as online and mobile banking platforms, ensuring convenience and security for users. Unlike some competitors, Wells Fargo emphasizes a broad range of specialized services such as financial planning and wealth management, catering to clients with diverse financial goals. The company's goal is to enhance customer success by continually improving its services and maintaining a strong focus on security and innovation.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and retention.
  • Fintech partnerships enable innovative and flexible financial products.
  • Sustainable finance initiatives attract environmentally conscious consumers and businesses.

What critics are saying

  • Increased competition in credit facilities may impact Wells Fargo's market share.
  • Pressure to offer competitive terms could affect profitability.
  • Exposure to credit risk from large facilities could lead to financial instability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company leverages a robust online and mobile banking platform.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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