Strategy Consultant 4 - Wealth and Investment Management

Wells Fargo - Charlotte, NC3.7

Job Description
At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Strategic Consultant for WIM is responsible for providing strategic consulting across WIM’s multiple lines of business as well as working with other strategy organizations across the broader WFC enterprise (e.g., Community Banking, Home Lending, Wholesale, etc.). The ideal candidate will possess exceptional business consulting skills, strong business acumen, leadership abilities, and a focus on follow through to deliver results. Specific responsibilities include:

Supporting high-visibility cross line of business strategic assessments & strategy development. Spearheading efforts to objectively evaluate proposed strategic initiatives including market/opportunity sizing, creating trend models, and understanding qualitative impacts on clients and team members.
Leveraging and collaborating with Client Information and Analytics, Finance, Risk, Compliance, Technology, Operations, Product, Marketing, and other key partners.
Leading efforts to transition developed strategies into implementation activities, including influencing change across a matrixed environment and effectively partnering with line of business resources to ensure success and realization.
This collaborative leader must be capable of thought leadership, developing & enhancing strategic solutions, and comfortable working in a fast-paced transformational environment. The role demands strong consulting, strategic planning, and relationship management skills. It requires a passion for developing new strategies and enhancing proposed initiatives, follow through on developed strategies into implementation, and a unique ability to balance important long-term strategic and short-term urgent priorities. At minimum, the candidate will have eight years of strategic consulting experience and/or relevant industry experience engaging with senior leaders.

The preferred locations are Charlotte, NC or San Francisco, CA.

Required Qualifications

8+ years of strategic planning experience

Desired Qualifications

A Masters of Business Administration (MBA)
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Excellent verbal, written, and interpersonal communication skills

Other Desired Qualifications
2+ years’ experience with a management consulting firm or internal strategy function (Post-MBA)
Proven success leveraging, coaching, and managing junior consultants and analysts
Solid business acumen including competency in identifying, comprehending and synthesizing industry data, creating hypothesis of market trends and assessing WIM implications
Demonstrated ability to create and maintain strong interpersonal relationships and a highly effective network at all levels of the organization
Strong written, oral and presentation development communication skills; faculty for guiding discussions at an executive level and presenting strategic findings to cause organizational change
Previous industry experience in Wealth, Brokerage, Retirement and/or Asset Management

Job Expectations

Ability to travel up to 10% of the time

Street Address
CA-SF-Financial District: 420 Montgomery - San Francisco, CA
NC-Charlotte: 401 S Tryon St - Charlotte, NC


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.