Lead Strategy & Planning Consultant- Home Lending Wim/Affluent Initiatives

About this role:

Wells Fargo is seeking a Lead Strategy & Planning Consultant for the Home Lending Strategy (Customer Segments, Bank and WIM partnership) organization. This team develops strategies and executes on initiatives to grow and enhance the experience of Home Lending’s target customer segments. The team also partners with Consumer, Small, and Business Banking (CSBB) and Wealth & Investment Management (WIM) to enhance collaboration between front line teams and better serve Wells Fargo customers. Learn more about the careers area on business divisions at www.wellsfargojobs.com

In this role, you will:

• Support Home Lending’s strategic priority of focusing on WIM / Affluent customers.

• Provide new perspectives and concepts that enhance and differentiate how we serve WIM / Affluent customers.

• Develop and oversee key initiatives for WIM / Affluent customers and manage performance and growth.

• Independently own deliverable development (from planning to socialization) for senior management

• Collaborate with and influence all levels of professionals, including Home Lending leadership, WIM / CSBB leadership, and Risk & Control partners.

• Contribute creative strategic thinking and lead cross-functional teams (e.g., analytics, finance, business) to define and execute on key business initiatives.

• Use a fact-based approach to solve problems.

• Manage internal messaging to business leadership and governance forums.

Required Qualifications:

• 5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Understanding needs and expectations of affluent and high-net-worth customers and the individuals that serve these customers.

• Experience developing and executing strategies for affluent and high-net-worth customer segments for leading financial services firms (e.g., relationship pricing, differentiated products)

• Knowledge and understanding of Home Lending, WIM, CSBB business.

• Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes.

• Experience leading efforts with multiple stakeholder groups

• Ability to manage complex data and reporting projects requiring coordination of resources at different levels both internally and externally.

Job Expectations:

• This position is not eligible for Visa sponsorship.

• This position requires compliance with all mortgage regulatory requirements and Wells Fargo’s compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.

• This position offers a hybrid work schedule.

Posting Locations:

• 1525 WT Harris Blvd, Charlotte, NC

• 550 S. Tyron St, Charlotte, NC

• 800 S. Jordan Creek Pkwy, Des Moines, IA

• 1150 W. Washington ST, Tempe, AZ

• 2850 S. Price Rd, Building E, Chandler, AZ

• 11601 N. Black Canyon Hwy, Phoenix. AZ

• 550 S 4th St, Minneapolis, MN

• 1801 Park View Dr, Minneapolis, MN

• 250 E John Carpenter Fwy, Irving, TX

• 1445 Ross Ave, Dallas, TX

• 4102 Wiseman Blvd, San Antonio, TX

• 500 W 33rd St, New York, NY

• 190 River Rd, Summit, NJ

• 2200 Concord Pike, Wilmington, DE

Preferred location(s) listed above. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.

Pay Range:

• NYC: $133,300 to $237,1000

• Summit, NJ $$133,300 to $237,1000

• Wilmington, DE $122,200 to $217,200

• Other locations: $111,100 to $197,500

Job Posting may come down early due to volume of applicants: 5/12/2024

Pay Range

Benefits

Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

• 401(k) Plan
• Paid Time Off
• Parental Leave
• Critical Caregiving Leave
• Discounts and Savings
• Health Benefits
• Commuter Benefits
• Tuition Reimbursement
• Scholarships for dependent children
• Adoption Reimbursement

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.