Portfolio Operations – Planning Director

Wells Fargo

. Lead and develop a team responsible for portfolio governance, strategic planning, process improvement, horizontal risk and controls, and business support functions across Enterprise Digital Platforms & Experiences .

Posted 10/22/2026full-timeUnited StatesLead💰 $185,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in digital product management and leadership, with a strong focus on portfolio governance, strategic planning, and process improvement. Capable of translating complex data into actionable insights for senior leadership while driving continuous improvement and automation across digital platforms.

Highest-signal resume keywords

Digital Product ManagementPortfolio GovernanceExecutive CommunicationStrategic ThinkingKPI Frameworks

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio GovernanceStrategic PlanningProcess ImprovementData AnalysisPerformance ManagementRisk ManagementAutomationAI AdoptionResource PlanningOrganizational Change

Soft Skills

Analytical JudgmentInnovation LeadershipTalent ManagementInfluencing SkillsProblem Solving

Tools & Technologies

Digital PlatformsData & Analytics ToolsReporting ToolsProject Management SoftwareCollaboration Tools

Industry Keywords

Financial ServicesRegulated EnvironmentCross-Functional CollaborationStakeholder ManagementMarket Intelligence

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Lead and develop a team responsible for portfolio governance, strategic planning, process improvement, horizontal risk and controls, and business support functions across Enterprise Digital Platforms & Experiences
Drive roadmap discipline, ensuring product roadmaps reflect approved work, expected delivery timing, rollout information, business benefits, and current status
Provide early visibility into delivery and operational risk, ensuring issues have clear root causes, owners, next actions, and target dates
Translate complex information into clear insights, recommendations, and actions for senior leadership
Partner across design, technology, and product teams to align priorities, resources, and dependencies and address emerging risks or gaps
Lead portfolio and investment planning, including centralized views of initiatives, estimated costs, organizational capacity, and staffing plans
Oversee design and planning governance, providing forward-looking visibility into design approvals and alignment across impacted products
Support organizational planning, including workforce views, staffing ratios, organizational structures, business routines, and leadership reporting
Drive continuous improvement and automation, including AI adoption, reducing manual reporting and improving portfolio information accuracy, accessibility, and timeliness

Requirements

What you’ll need

10+ years of digital product management or leadership experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
4+ years of management or leadership experience
Experience leading portfolio governance within financial services or another complex regulated environment
Strong executive communication, strategic thinking, analytical judgment, innovation leadership, organizational-change, talent-management, and resource-planning capabilities
Demonstrated success establishing KPI frameworks, executive reporting, portfolio governance, intake routines, and standardized performance management
Ability to influence across organizational boundaries, establish clear accountability, and resolve highly complex issues involving multiple priorities, data sources, platforms, and stakeholders
Experience partnering across Digital, Technology, Data & Analytics, Operations, Risk, Compliance, Legal, Fraud, Cybersecurity, Design, Marketing, and LOB product teams
Ability to lead through ambiguity while balancing client value, business priorities, data quality, operational feasibility, control requirements, scalability, and speed to market
Experience communicating actionable insights to senior leaders and cross-functional teams
Demonstrated success translating data, research, client feedback, and market intelligence into strategic plans, prioritized opportunities, executable initiatives, and measurable business outcomes
Ability to travel up to 10% of the time
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

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
Incentive opportunities may be available