Strategy & Planning Consultant - Commercial Banking at Wells Fargo | CA, US | Rezi

Strategy & Planning Consultant - Commercial Banking at Wells Fargo

Strategy & Planning Consultant - Commercial Banking

Wells Fargo · CA, US

2 weeks ago

Strategy & Planning Consultant - Commercial Banking

Wells Fargo · CA, US

18 days ago
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About the Role

This position will support growth and strategic priorities within Commercial Banking, aiming to improve operations and client/employee experience. The role requires a passion for business and process improvements, collaborative problem-solving, and acting as a strategic advisor.

Responsibilities

  • Partner with executive management to define business strategy and develop corresponding business plans and initiative roadmaps.
  • Participate in, and may lead, the design and execution of initiatives with broad impact and visibility with senior leaders.
  • Help establish governance, workplans, milestones, and success metrics for initiatives.
  • Structure and solve complex, ambiguous problems by translating leadership questions into clear hypotheses, analyses, and decision points.
  • Evaluate strategic business opportunities, investment needs, and partnership opportunities.
  • Synthesize market, competitive, and internal performance insights.
  • Create executive-ready communications, turning analysis into crisp recommendations and implications.
  • Identify and communicate opportunities, insights, and solutions.
  • Collaborate across levels to resolve issues and unblock progress.

Requirements

  • 2+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Experience at a top-tier strategy consulting firm or in an in-house strategy, corporate strategy, or CEO office role with comparable analytical rigor.
  • Knowledge of or experience in financial services, particularly commercial banking.
  • Strong analytical and problem-solving skills.
  • Ability to synthesize market trends, financial information, and operating data into clear, actionable insights and recommendations.
  • Excellent written and verbal communication skills.
  • Strong PowerPoint, executive storytelling, and presentation capabilities.
  • Strong interpersonal and facilitation skills.
  • Ability to lead working sessions, collaborate across functions, and influence without direct authority.
  • Self-motivated with a high level of initiative, accountability, and ability to independently manage priorities and meet deadlines.
  • Ability to work at one of the specified locations.
  • This position does not offer relocation assistance.
  • This position does not offer VISA sponsorship.

Skills

  • Strategy and Planning
  • Analytical rigor
  • Financial services knowledge
  • Commercial banking knowledge
  • Problem-solving
  • Market trend synthesis
  • Financial information synthesis
  • Operating data synthesis
  • Actionable insights generation
  • Recommendation development
  • Written communication
  • Verbal communication
  • PowerPoint
  • Executive storytelling
  • Presentation capabilities
  • Interpersonal skills
  • Facilitation skills
  • Collaboration
  • Influence without direct authority
  • Initiative
  • Accountability
  • Priority management
  • Deadline management

Location

  • Charlotte, NC
  • San Francisco, CA

Work Type

  • Hybrid

Experience Level

  • 2+ years

Education Level

  • Bachelor’s degree in an analytical discipline such as Economics, Engineering, Finance, Mathematics, Physics, or a related field.

Salary/Compensations

  • $77,000.00 - $145,000.00

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

About the Company

  • Wells Fargo is a financial services company.
  • Employees support a focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
  • Employees are accountable for execution of all applicable risk programs.
  • There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions.

Equal Opportunity

  • Wells Fargo is an equal opportunity employer.
  • 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.
  • Wells Fargo maintains a drug free workplace.
  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.