Senior Strategy & Planning Consultant, Wealth & Investment Management Strategy

Wells Fargo

. Support strategic plans and analyses positioning WIM for long-term growth .

Posted 10/19/2026full-timeUnited StatesSenior💰 $100,000 - $196,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical rigor and problem-solving capabilities, leveraging emerging technologies such as artificial intelligence to enhance strategic planning and operational efficiency. Proficient in producing high-quality materials for senior audiences and managing multiple priorities within a matrixed organization.

Highest-signal resume keywords

Strategy And Planning ExperienceManagement Consulting ExperienceQuantitative And Modeling SkillsDigital And Self-Directed Wealth ExposureAbility To Produce Executive-Quality Materials

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical RigorLogical Problem SolvingQuantitative SkillsModeling SkillsProcess ImprovementCompetitive ResearchMarket ResearchData AnalysisStrategic PlanningPartnership Diligence

Soft Skills

Structured CommunicationConcise CommunicationCollaborationMentoringTime Management

Tools & Technologies

AI AgentsAI ToolingDigital Wealth PlatformsFinancial Modeling SoftwarePresentation Development Tools

Industry Keywords

Wealth ManagementCorporate StrategyInvestment BankingDigital AssetsStock PlanEquity CompensationRetirement OfferingsDepositsLendingTrust Growth

About the role

Key responsibilities & impact

Support strategic plans and analyses positioning WIM for long-term growth
Support the WIM annual strategic plan cycle and strategy presentations for the Board of Directors and Investor Day
Support long-term strategic vision and growth plans for assigned WIM businesses, including advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust
Analyze digital and self-directed wealth strategy, including client segmentation, self-directed-to-advised funnel, pricing, and digital engagement
Support workplace wealth strategy across stock plan, equity compensation, and retirement offerings, including partner screening, deal economics, and partnership diligence
Analyze growth opportunities in deposits, securities-based and mortgage lending, and trust and fiduciary relationships
Track emerging areas including digital assets and translate regulatory, competitor, and client-demand signals into implications for WIM
Identify AI-enabled organizational efficiency opportunities through process, workflow, and time-allocation analysis
Conduct competitive and market research across wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants
Build models and executive-quality materials supporting recommendations to executive management
Review and analyze business, operational, or technical assignments and guide medium-risk deliverables using independent judgment
Use AI agents and tooling for research, modeling, competitive monitoring, and presentation development
Collaborate with peers, colleagues, managers, Strategy, and business stakeholders to resolve issues and communicate findings
Lead projects or mentor junior colleagues and rotational analysts

Requirements

What you’ll need

4+ years of Strategy and Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
4+ years of experience in management consulting, corporate strategy, product strategy, investment banking, or a wealth management product, field, or finance role
Analytical rigor, logical problem solving, and structured, concise communication
Ability to leverage emerging technologies, including artificial intelligence, in working methods
Exposure to digital and self-directed wealth; partnerships or corporate development; workplace wealth including stock plan and retirement; deposit, lending, or trust growth within a wealth channel; digital assets; or process improvement
Strong quantitative and modeling skills, including comfort working with large and imperfect data sets
Ability to produce clear, concise, well-structured materials for senior audiences with limited direction
Experience contributing to a strategic planning cycle, or to Board or investor materials
Ability to work effectively in a matrixed organization and manage multiple priorities to deadline
Ability to reach a defensible point of view on an unfamiliar topic quickly and state plainly what is not yet known
Some travel required
Ability to work at one of the locations in the job posting
No relocation assistance offered
No VISA sponsorship offered

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