Senior Lead – Strategic Initiatives, Digital & Direct Investing

Wells Fargo

. Partner with executive leaders to define, prioritize, and execute high priority initiatives supporting Digital & Direct Investing and Wealth & Investment Management .

Posted 9/30/2026full-timeUnited StatesSenior💰 $139,000 - $217,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading strategic initiatives within Wealth & Investment Management and Digital Investing, with a strong focus on business execution, performance management, and stakeholder influence. Capable of translating business objectives into actionable plans while fostering a culture of accountability and continuous improvement.

Highest-signal resume keywords

Business ExecutionStrategic PlanningWealth & Investment ManagementExecutive-Level CommunicationData-Driven Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Performance ManagementGovernance Processes DevelopmentDigital TransformationClient Engagement StrategiesAnalytical SkillsProblem-Solving SkillsImplementation ExperienceEnterprise TransformationOperational ExcellenceCross-Functional Team Leadership

Soft Skills

Influencing Senior StakeholdersRelationship ManagementCommunication SkillsPresentation SkillsAccountability

Industry Keywords

Financial ServicesWealth ManagementBrokerageFintechDigital Wealth PlatformsRetail BrokerageSelf-Directed InvestingBusiness OperationsCustomer ExperienceOrganizational Effectiveness

About the role

Key responsibilities & impact

Partner with executive leaders to define, prioritize, and execute high priority initiatives supporting Digital & Direct Investing and Wealth & Investment Management
Lead complex, enterprise-wide business initiatives that drive business performance, operational excellence, client experience improvements, and organizational growth
Develop and deliver executive-level reporting, business reviews, communications, and performance insights that support key decisions
Facilitate governance forums, leadership reviews, and steering committees that drive accountability, decision-making, and execution of business priorities
Influence senior leaders and stakeholders across multiple lines of business to align objectives, address risks, and achieve desired outcomes
Translate business objectives into actionable plans, ensuring successful implementation and measurable business impact
Lead cross-functional teams across operations, product, technology, risk, and business functions to deliver enterprise initiatives
Anticipate emerging trends, industry developments, and evolving client needs to inform recommendations and business priorities
Identify opportunities to improve efficiency, effectiveness, and organizational performance through data-driven analysis and innovative solutions
Champion a culture of accountability, continuous improvement, and execution excellence across multiple organizations

Requirements

What you’ll need

7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
Significant experience leading strategic initiatives within Wealth & Investment Management, Digital Investing, Retail Brokerage, Self-Directed Investing, or related financial services businesses
Knowledge of Digital & Direct Investing business models, digital wealth platforms, investment products, client engagement strategies, and brokerage operations
Experience supporting executive leadership teams through strategic planning, business performance management, and enterprise transformation initiatives
Demonstrated ability to influence senior stakeholders and drive outcomes in highly matrixed environments without direct authority
Experience leading initiatives from strategy development through execution and implementation
Strong analytical and problem-solving skills
Executive-level communication, presentation, and relationship management skills
Experience developing governance processes, operating reviews, leadership communications, and executive reporting
Knowledge of digital transformation, customer experience, business operations, and organizational effectiveness
Experience within large financial services, wealth management, brokerage, fintech, or banking organizations
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