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About the Role

Wells Fargo is seeking a Lead Strategy & Planning Consultant for the Payments Strategy team to shape and advance strategic priorities across debit, digital wallets, money movement, and emerging payments. This role involves analyzing industry trends, competitive developments, and emerging technologies to develop actionable recommendations and lead complex, cross-functional initiatives. The ideal candidate will have a curiosity about emerging trends in payments, digital commerce, embedded finance, artificial intelligence, and money movement.

Responsibilities

Lead the development and execution of Consumer Payments strategies across debit, digital wallets, emerging payments, money movement, and customer engagement priorities.
Lead complex, large-scale strategic initiatives that support Consumer Banking and Lending priorities and have broad organizational impact.
Identify growth opportunities, competitive threats, and payment industry shifts by evaluating consumer behavior, financial technology developments, and evolving payment ecosystems.
Develop actionable recommendations using customer insights, market intelligence, financial analysis, and long-term industry trends.
Apply advanced knowledge of payment network economics, card ecosystems, digital wallets, real-time payments, and emerging technologies to inform strategic direction.
Analyze complex customer economics, payment profitability, market dynamics, and competitive positioning to support long-term planning and business decisions.
Evaluate strategic investments, partnerships, acquisitions, and build-or-buy opportunities, recommending actions aligned with business objectives, customer needs, and risk considerations.
Monitor developments across banks, financial technology companies, payment networks, technology platforms, and merchants; assess business implications and recommend responsive actions.
Collaborate and consult with senior leaders across Product, Finance, Risk, Technology, Operations, and Strategy to align priorities, resolve complex issues, and advance key initiatives.
Translate strategic priorities into business plans and lead cross-functional efforts that strengthen customer engagement, deepen customer relationships, and improve competitive positioning.
Develop executive presentations, strategic narratives, and recommendations that clarify complex issues, influence senior leadership discussions, and support informed decision-making.
Provide strategic guidance to less experienced team members and contribute to the successful delivery of broader initiatives.

Requirements

5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5 years of Corporate and Business as well as Payments Strategy
5 years of experience in consumer payments, including debit and credit cards, digital wallets, payment networks, merchant payments, and emerging payment solutions.
5 years of experience using customer, competitive, operational, and financial insights to develop strategic recommendations and guide investment decisions.
Advanced knowledge of the U.S. consumer payments, including debit, digital wallets, real-time payments, card networks, merchant payments, and financial technology business models
Experience developing payments, consumer banking, or digital strategies within a financial services organization
Advanced understanding of payments economics, customer profitability, interchange, network incentives, and evolving payments business models
Experience leading large-scale, cross-functional initiatives from strategy development through execution and translating into measurable business outcomes
Advanced strategic, analytical, and financial capabilities, including financial modeling, market assessment, competitive analysis, and business case development.
Experience influencing senior leaders through data-driven insights, structured problem-solving, executive presentations, and compelling strategic narratives
Experience evaluating strategic partnerships, investments, acquisitions, emerging technologies, and build or buy opportunities within the payments ecosystem
Advanced capabilities in financial modeling, market assessment, competitive intelligence, and business case development
Experience collaborating across Product, Technology, Operations, Risk, Finance, and Strategy within a complex, matrixed, and regulated environment.
Ability to thrive in a fast-paced environment, manage ambiguity, and influence outcomes without direct authority
Proven experience within a leading management consulting firm, advising on complex business and strategic priorities.
Proven experience within a leading financial services or fintech organization, with exposure to payments strategy, products, or industry trends.

Skills

Payments Strategy
Consumer Payments
Debit Cards
Digital Wallets
Payment Networks
Merchant Payments
Emerging Payment Solutions
Financial Technology
Payments Economics
Customer Profitability
Interchange
Network Incentives
Financial Modeling
Market Assessment
Competitive Analysis
Business Case Development
Strategic Planning
Cross-functional Initiatives
Executive Presentations
Strategic Narratives

Location

San Francisco, California
Concord, California
Charlotte, North Carolina

Work Type

Hybrid
On-site

Experience Level

Lead
5+ years

Education Level

MBA or advanced degree in Business, Finance, Economics, Strategy, or a related field

Salary/Compensations

San Francisco : $131,000-$224,000 annually
$119,000.00 - $224,000.00

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and 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 serves customers nationwide through digital channels, retail branches, ATMs, and customer service centers, with a focus on innovation, transformation, and customer-centered experiences.
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.

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.
Drug and Alcohol Policy: Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.