Wells Fargo

Financial Planning and Analysis

• 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.

Head of Strategy, Wealth & Investment Management

• Develop & manage routines for monthly investment portfolio reporting, business reviews, performance metrics definition & tracking, and stakeholder management
• Work closely and partner with the members of Technology, Finance, and teams in Digital, Data, & AI businesses
• Coordinate responses to ad-hoc executive requests across product leaders & teams
• Act as an advisor to senior leadership to develop or influence digital products, initiatives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across a functional area within the Digital environment
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise
• Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking
• Coordinate highly complex activities and guidance to others
• Provide vision, direction and expertise to senior leadership on implementing innovative and significant digital business plans, programs and initiatives which have significant impact
• Strategically engage with all levels of professionals and managers across the enterprise
• Serve as an expert advisor to leadership

Senior Lead Digital Product Manager – Digital, Data, & AI Strategic Planning

Consultant

• Lead execution of cross-functional initiatives across SCF products by partnering with product, operations, risk, technology, and control teams to deliver against strategic business priorities.
• Act as a self-directed owner of workstreams, proactively identifying issues, asking the right questions, and driving solutions without needing detailed direction.
• Perform rigorous business, operational, and strategic analysis, leveraging data to identify trends, risks, opportunities, and performance gaps.
• Develop executive-level recommendations and communicate them clearly and persuasively, with a strong emphasis on PowerPoint-based storytelling tailored for senior leadership audiences.
• Translate strategy into action by driving business execution, including initiative planning, milestone tracking, dependency management, and follow-through to ensure results are delivered.
• Bring an inquisitive mindset to problem-solving—challenging assumptions, validating facts, and continuously looking for better, simpler, and more effective ways of working.
• Ensure efficiency, quality, and cost-effectiveness of solutions, while managing competing priorities across multiple initiatives.
• Support initiatives spanning strategic growth, risk mitigation, operational efficiency, and customer experience, adapting quickly as business priorities evolve.

Senior Business Execution Consultant

Business Analyst

• Be the face of the CDO in governance forums
• Represent the Chief Data Office across 8 executive councils, 10 data domain councils, and other enterprise steering groups.
• Provide authoritative subject‑matter expertise on data management and data governance.
• Learn the core requirements of each enterprise program and represent the CDO's stance confidently and clearly.
• Lead enterprise policy refresh and publication
• Drive the refresh and publication of the firm’s Data Management Policy and Procedure.
• Ensure guidance is streamlined, actionable, and aligned to treating data as a strategic enterprise asset.
• Identify gaps and propose improvements to policies, controls, and processes.
• Influence and communicate across all levels
• Act as a trusted advisor to senior leaders — directors, executives, and stakeholders.
• Communicate with clarity “up, down, and across” the organization.
• Turn complex issues into crisp action plans, strategic recommendations, and clear narratives.
• Provide strategic, analytical, and organizational leadership
• Analyze complex business needs and identify control or process gaps.
• Recommend long‑term solutions that require vision, creativity, and advanced analytical thinking.
• Work closely with the leader, with frequent touchpoints and strategic partnership.
• Manage a high volume of enterprise programs and governance engagements.

Senior Lead Data Management Analyst

Manager

• coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
• this includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• mentor and guide talent development of direct reports and assist in hiring talent

Branch Manager

• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
• Review strategic approaches and effectiveness of support function and business performance
• Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area
• Perform assessments through fact finding and data requiring creative approaches to solving complex issues
• Make decisions in highly complex and multifaceted situations.
• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives.

Lead Business Execution Consultant – RIA Solutions Team

• Lead and contribute to business initiatives for deposit products, services, and related business processes
• Resolve moderately complex issues, remove roadblocks, and guide teams to successful project execution
• Ensure all processes and program deliverables meet compliance, privacy, and regulatory obligations
• Partner closely with managers, analysts, and project teams to align on goals and drive effective execution
• Lead cross‑functional projects and support team development
• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners.

Senior Business Execution Consultant – Deposit Account Open

QA Automation Engineer

• Lead complex technology initiatives including those that are companywide with broad impact
• Act as a key participant in developing standards and companywide best practices for engineering complex and large scale technology solutions for technology engineering disciplines
• Design, code, test, debug, and document for projects and programs
• Review and analyze complex, large-scale technology solutions for tactical and strategic business objectives, enterprise technological environment, and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors
• Make decisions in developing standard and companywide best practices for engineering and technology solutions requiring understanding of industry best practices and new technologies, influencing and leading technology team to meet deliverables and drive new initiatives
• Collaborate and consult with key technical experts, senior technology team, and external industry groups to resolve complex technical issues and achieve goals
• Lead projects, teams, or serve as a peer mentor

Lead Software Automation Engineer, Gen AI

DevOps Engineer

• Lead moderately complex initiatives and deliverables within technical domain environments
• Contribute to large scale planning of strategies
• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments
• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures
• Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals
• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

Senior Site Reliability Engineer

Full-stack Engineer

• Lead complex technology initiatives including those that are companywide with broad impact
• Act as a key participant in developing standards and companywide best practices for engineering complex and large scale technology solutions for technology engineering disciplines
• Design, code, test, debug, and document for projects and programs
• Review and analyze complex, large-scale technology solutions for tactical and strategic business objectives, enterprise technological environment, and technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented technical factors
• Make decisions in developing standard and companywide best practices for engineering and technology solutions requiring understanding of industry best practices and new technologies, influencing and leading technology team to meet deliverables and drive new initiatives
• Collaborate and consult with key technical experts, senior technology team, and external industry groups to resolve complex technical issues and achieve goals
• Lead projects, teams, or serve as a peer mentor
• Maintain knowledge of industry best practices and new technologies and recommend innovations that enhance operations or provide a competitive advantage to the organization
• Strategically engage with all levels of professionals across the enterprise and serve as an expert
• Architect and deploy solutions on-premise and on Google Cloud (GCP), ensuring scalability, reliability, and performance
• Deliver solutions by leveraging Agentic AI frameworks for the Chief Operating Office (TCOO)
• Help drive adoption of enterprise capabilities, tools, and innovation improving availability in a multi-cloud ecosystem by evolving observability, monitoring, logging, synthetic monitoring and chaos engineering
• Introduce self-healing and autonomic capabilities solving complex operational and systemic issues with precision including, automating processes, leveraging Process Automation and AI/ML to improve availability of products we provide to customers
• Translate AI engineering knowledge and business requirements into technical engineering solutions
• Leverage expertise to implement innovative and significant business solutions

Lead Software Engineer – CAO Insights, Analytics

• Lead moderately complex initiatives and deliverables within technical domain environments
• Contribute to large scale planning of strategies
• Design, code, test, debug, and document for projects and programs associated with technology domain
• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures
• Resolve moderately complex issues and lead a team to meet existing client needs
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges
• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

Senior Software Automation Engineer – Gen AI

• Participate in analyzing companies and client investments
• Make recommendations to clients on investments
• Identify opportunities for process improvements within Investment Banking Program
• Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment to guide medium risk deliverables
• Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers

Investment Banking Associate – FIG

• Serve as a strategic finance partner to technology leaders
• Focus on cloud and infrastructure financial management
• Financial oversight for assigned technology portfolios
• Analyze financial metrics and business performance
• Provide strategic advice on financial analysis and forecasting

Lead Finance Analyst – Technology Finance

• Advise line of business and companywide functions on business strategies based on research of performance metrics, trends in population distributions, and other complex data analysis to maximize profits and asset growth, and minimize operating losses within risk and other operating standards
• Provide influence and leadership in the identification of new tools and methods to analyze data
• Ensure adherence to compliance and legal regulations and policies on all projects managed
• Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor to staff, interns and external contractors
• Develop business strategies that will drive growth, profitability, and competitive advantage for Wells Fargo
• Develop, test, analyze and implement strategies to achieve the financial objective relevant to macro-economic conditions
• Work closely with cross functional team (Tech, Product, Risk, Operations) to drive impact on a given product, problem, or initiative

Pricing Lead Analytics Consultant

• Consult, review and research moderately complex business, operational, and technical challenges that require an in-depth evaluation of variable data factors
• Perform moderately complex data analysis to support and drive strategic initiatives and business needs
• Develop a deep understanding of technical systems and business processes to extract data driven insights while identifying opportunities for engineering enhancements
• Lead or participate on large cross group projects
• Mentor less experienced staff
• Collaborate and consult with peers, colleagues, external contractors, and mid-level managers to resolve issues and achieve goals
• Leverage a solid understanding of compliance and risk management requirements for supported area
• Develop business strategies that will drive growth, profitability, and competitive advantage for Wells Fargo
• Develop, test, analyze and implement strategies to achieve the financial objective relevant to macro-economic conditions
• Work closely with cross functional teams (Tech, Product, Risk, Operations) to drive impact on a given product, problem, or initiative