Wells Fargo

Head of Strategy, Wealth & Investment Management

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Florida • New York • United States

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Salary

💰 $250,000 - $420,000 per year

Job Level

Lead

About the role

  • Advise and support the CEO of Wealth & Investment Management and the WIM leadership team in designing and driving business innovation, growth opportunities, and strategic priorities across the wealth and investment ecosystem.
  • Accountable for developing and leading strategic plans, advancing business transformation, and positioning WIM for sustainable long-term growth.
  • Advance WIM’s understanding of evolving client expectations, advisor needs, competitive trends, regulatory developments, and technology innovations.
  • Continually benchmark across the competitive landscape, including wealth managers, RIAs, asset managers, digital wealth platforms, private banks, and fintech entrants.
  • Update, challenge, and refine the long-term (3–5 year) strategic vision and growth plan for WIM, encompassing advisory, brokerage, asset management, lending, digital wealth, and retirement businesses.
  • Develop a prioritized roadmap of investments, partnerships, and capabilities to fuel growth.
  • Partner with Wealth leaders to develop and evolve an enterprise-aligned strategy roadmap that supports WIM’s robust growth aspirations.
  • Ensure strong alignment and coordination with firmwide and cross-LOB objectives.
  • Support the development and enhancement of internal consulting and analytics capabilities to evaluate key strategic questions.
  • Ensure insights, strategic recommendations, and execution roadmaps are well communicated and understood by senior leaders and stakeholders across WIM and the enterprise.
  • Provide strategic oversight and guidance to ensure business objectives are achieved.

Requirements

  • 8+ years of Strategy and Planning experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of Management experience
  • Seasoned business leader with 14+ years of relevant experience, with progressively increasing responsibility in wealth management, private banking, asset management, retirement, fintech, or advisory platform strategy.
  • Experience leading strategy for a high-growth or transformation-oriented business.
  • Deep understanding of wealth management markets, including product and platform evolution, client segmentation, and advisor ecosystems.
  • An innovative mindset with an ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance.
  • Experience managing in a large-scale, complex matrixed organization, and leading change through influence.
  • Demonstrated ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that drive improved performance.
  • Strong change leadership skills with a proven ability to navigate and lead through transformation.
  • A disciplined operator who can manage in a complex risk and regulatory environment.
  • Ability to instill a culture of accountability, ownership, and results across teams.
  • Exceptional problem-solving and analytical skills, with a track record of converting insights into actionable plans.
  • Demonstrated leadership skills including strong relationship building, collaboration, influence, negotiation, and partnership—especially with executive stakeholders.
  • Excellent written and verbal communication skills, with the ability to articulate complex concepts clearly across audiences and levels.
  • Leadership experience involving integration of multiple technology platforms, advisory tools, investment systems, or client-service processes.
  • Some travel required.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
strategy and planningbusiness transformationoperational effectivenesschange leadershipquantitative analysisclient segmentationadvisor ecosystemsemerging technologiesartificial intelligencerisk management
Soft Skills
leadershiprelationship buildingcollaborationinfluencenegotiationproblem-solvinganalytical skillscommunicationaccountabilityownership