Wim Lead Strategy - New York, United States - Wells Fargo

Wells Fargo

Verified Company

New York, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Wells Fargo is seeking a Lead Strategy & Planning Consultant within our Strategy Digital and Innovation (SDI) organization supporting Wealth and Investment Management (WIM) Strategy.

This role will report to the head of cross WIM strategy and deliver against the following key responsibilities:

Facilitate the annual WIM strategic planning process. Work closely with senior business leaders to define strategic goals and objectives. Facilitate cross functional alignment and monitor and track against the strategic goals and initiatives
Drive cross WIM strategy consulting initiatives (with a focus on Technology and Operations engagements). Collaborate with the business to develop and implement action plans to achieve strategic objectives
Conduct competitor intelligence analysis in partnership with our Finance, Analytics and Market and Competitive Intelligence (MCI) teams to produce actionable business insights. Gather and analyze market and competitive data to identify trends, opportunities, and threats
Help drive innovation across the wealth management experience for advisors, clients and support functions making it easier for customers to achieve their financial goals

In this role, you will:

Lead complex initiatives with broad impact and act as key participant in large scale planning
Provide principal level strategic consulting services to client organizations
Represent Wells Fargo on Industry boards and committees
Review and analyze complex largerscale or longerterm challenges that require indepth evaluation of multiple factors including intangibles or unprecedented factors
Identify strategic business investments and alliance opportunities
Make decisions in complex situations that influence and lead the broader work team to meet deliverables and drive new initiatives
Provide guidance to less experienced staff
Evaluate and approve process of identified opportunities
Collaborate strategically and consult with all levels to resolve issues and achieve goals
Partner with executive management across Wells Fargo to define the business strategy and create then execute corresponding business plans and initiative
Communicative strategy and related business plans to management

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:

5+ years of experience in financial services
5+ years of consulting experience with leaders and stakeholders
5+ years of Project Management, project development/implementation, strategic planning, process management, change delivery experience, or equivalent
5+ years of experience supporting multiple largescale projects
Experience effectively assessing stakeholder, partner, or client needs while consulting, building solutions, and developing processes
Strategic planning experience in translating leadership vision into executable strategies and initiatives enterprisewide
Experience building partnerships and consulting effectively with leadership
Leadership skills including the ability to influence effectively in a matrix environment
Experience owning program strategy, endtoend delivery, and communicating results to senior leadership
Excellent verbal and written communication skills with the ability to interact professionally at all levels including executives, regulators, managers, and SMEs
Proven ability to work collaboratively in a team environment and deploy softskills to move work forward despite challenges
Strong analytical skills with high attention to detail and accuracy with ability to evaluate data and draw meaningful business conclusions
Strong time management skills and ability to meet deadlines
Thrives in fastpaced agile, dynamic environment and can track multiple, complex projects simultaneously
Adapts to changing priorities and excels in ambiguous scenarios with a mindset to continue moving forward

Job Expectations:

This role does not offer visa sponsorship
Ability to travel up to 10% of the time
Relocation expenses will not be offered with this position

Pay Range
$111, $237,100.00

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:

12 May 2024
-
Job posting may come down early due to volume of applicants.

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