Senior Lead Strategy & Planning Consultant

Wells Fargo

. Support the development and execution of payment channel strategies across digital, API, online banking, treasury management, embedded finance, and emerging payment platforms .

Posted 9/15/2026full-timeCharlotte • California • United StatesSenior💰 $159,000 - $305,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Strategy and Planning, Payment Partnerships, and Channels, with a strong focus on developing and executing payment channel strategies across digital and API-based platforms. Proven ability to lead complex strategic initiatives, conduct financial analyses, and influence senior leadership within large organizations.

Highest-signal resume keywords

Strategy And Planning ExperiencePayment Partnerships And Channels ExperienceBusiness Case DevelopmentFinancial AnalysisCross-Functional Initiative Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Strategic PlanningFinancial AnalysisBusiness Case DevelopmentMarket AnalysisPayment Channel StrategiesProduct StrategyNegotiation SupportStakeholder ManagementRisk AssessmentExecutive Storytelling

Soft Skills

Relationship ManagementInfluence SkillsCommunication SkillsExecution ExcellenceStrategic Thinking

Tools & Technologies

APIsDigital ChannelsTreasury ManagementEmerging Payment TechnologiesPayment Networks

Industry Keywords

PaymentsTransaction BankingFintechBusiness DevelopmentConsultingStrategic Partnerships

About the role

Key responsibilities & impact

Support the development and execution of payment channel strategies across digital, API, online banking, treasury management, embedded finance, and emerging payment platforms
Identify and assess growth opportunities enhancing payment capabilities, client experience, adoption, revenue generation, and market expansion
Conduct market, client, competitive, and financial analyses for strategic decision-making and prioritization
Develop business cases, operating models, and strategic recommendations aligned with enterprise and line-of-business objectives
Partner with Product, Technology, Sales, Treasury Management, Operations, Risk, Compliance, and Finance teams to advance strategic initiatives and deliver scalable solutions
Support the Director in managing relationships with payment networks, clearinghouses, fintechs, platform providers, industry associations, standards organizations, and strategic vendors
Evaluate partnership opportunities through strategic, financial, operational, and competitive assessments
Assist with contract reviews, business negotiations, performance monitoring, and partnership governance
Research emerging market trends and industry developments to identify opportunities, risks, and strategic implications
Monitor regulatory, competitive, economic, technology, and industry developments impacting payments and transaction banking
Synthesize market intelligence into actionable insights, executive presentations, and strategic recommendations
Support annual strategic planning, roadmap development, investment prioritization, and business performance reviews
Develop executive communications and materials for senior leadership, governance forums, and strategic decision-making
Lead complex, cross-functional strategic initiatives from planning through implementation
Establish project governance, success metrics, executive reporting, and stakeholder communication plans
Drive alignment across teams to execute strategic priorities on time and achieve intended outcomes
Identify risks, dependencies, and implementation challenges and develop mitigation strategies
Measure initiative performance and recommend continuous improvement and future investment opportunities

Requirements

What you’ll need

7+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
7+ years of Payment Partnerships and Channels experience or similar management consulting experience
5+ years of experience leading complex strategic initiatives, transformational programs, or enterprise projects
Experience influencing senior leaders and driving outcomes within large, matrixed organizations
Experience in payments, transaction banking, treasury management, financial services, fintech, business development, product strategy, consulting, or strategic partnerships
Knowledge of ACH, wire, RTP, FedNow, card payments, APIs, digital channels, treasury management, and emerging payment technologies
Experience supporting payment channel strategies, growth initiatives, or product roadmaps across digital, commercial, treasury, or API-based payment platforms
Strong business case development, financial analysis, strategic planning, and executive storytelling capabilities
Experience assessing market opportunities, competitive dynamics, customer needs, and industry trends
Experience supporting or managing strategic partnerships with networks, fintechs, technology providers, vendors, or industry organizations
Strong relationship management, negotiation support, stakeholder management, and influence skills
Experience leading cross-functional initiatives involving Product, Technology, Operations, Risk, Compliance, and Finance partners
Ability to communicate complex concepts clearly and effectively with executive leadership
Demonstrated ability to balance strategic thinking with execution excellence and results delivery
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