Senior Lead Strategy & Planning Consultant

Wells Fargo

. Conduct thorough market research and competitor analysis to identify growth opportunities, emerging trends, and customer needs across geographies and market segments .

Posted 11/12/2026full-timeUnited StatesSenior💰 $159,000 - $254,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in market strategy and business development within the financial services industry, leveraging strong analytical skills and data-driven insights to influence strategic decisions and drive growth initiatives. Proven ability to collaborate with cross-functional teams and senior leadership to implement effective transformation strategies.

Highest-signal resume keywords

Strategy And Planning ExperienceMarket Strategy ExperienceStrong Analytical SkillsProject Management ExperienceAdvanced Microsoft Office Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Market ResearchCompetitor AnalysisData AnalyticsStrategic PlanningProject ManagementBusiness DevelopmentCustomer SegmentationPerformance MetricsRisk And Compliance ExecutionBanking Products Knowledge

Soft Skills

Excellent Communication SkillsInfluencing SkillsCollaboration SkillsNegotiation SkillsPresentation Skills

Industry Keywords

Financial ServicesMarket TrendsCustomer BehaviorCompetitive DynamicsGrowth OpportunitiesTransformation StrategiesCross-Functional InitiativesGovernanceEscalationRemediation

About the role

Key responsibilities & impact

Conduct thorough market research and competitor analysis to identify growth opportunities, emerging trends, and customer needs across geographies and market segments
Collaborate with senior leadership and cross-functional teams to develop transformation and market expansion strategies, including new products or services and partnerships
Leverage data and analytics to measure market potential, assess strategic initiatives, and adjust plans based on performance metrics and insights
Define and refine target customer segments to maximize engagement and growth and tailor WFS offerings to group needs
Work across CSBB to implement and monitor growth tactics aligned with business objectives
Monitor industry trends, competitor moves, and disruptive technologies and provide strategic insights
Provide regular leadership updates on growth initiatives, market opportunities, and key performance indicators
Support risk and compliance program execution, monitoring, governance, escalation, and remediation

Requirements

What you’ll need

7+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
5-7 years of experience in market strategy, business development, or related roles within the financial services industry
Deep understanding of market trends, customer behavior, and competitive dynamics
Strong analytical skills with the ability to use data and insights to drive strategic decisions
Excellent verbal and written communications and presentation skills
Experience in project management, strategic planning, and execution of cross-functional initiatives
Proven track record of working effectively across teams and functions
Strong understanding of banking products and services, customer behavior, and market dynamics
Ability to influence, partner, and negotiate with senior business leaders to gain commitment
Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Ability to travel up to 25%
Must provide accurate information and supporting documentation for lawful employment and education verification

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