Strategy & Planning Director

Wells Fargo - New York, NY

Hiring: Strategy & Planning Director Company: Wells Fargo Location: New York, NY Job Posted Time: 2026-09-16 11:57:20 Employment Type: Hybrid Target Skills & Keywords : AI, Private Banking, Wealth Management About the job Experience: •3-5 year) strategic vision and growth plan for an assigned portfolio of WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust •5 year) strategic vision and growth plan for an assigned portfolio of WIM businesses, encompassing advisory, brokerage, digital and self-directed wealth, deposits, lending, and trust •10+ 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 or leadership experience Required Skills: •The Strategy Director will lead a team of Strategy professionals. •In This Role, You Will Qualifications: •An innovation mindset with the ability to leverage emerging technologies, including artificial intelligence, to accelerate business performance - evidenced by AI agents or workflows the candidate has built into how strategic work gets done •Demonstrated expertise in several, and working familiarity across most, of: digital and self-directed wealth; partnerships, corporate development, or M&A; workplace wealth including stock plan and retirement; deposit, lending, and trust growth within a wealth channel; digital assets; operational and process improvement •Demonstrated ability to quantify operational effectiveness, identify strategic opportunities, and implement strategies that drive improved performance •A disciplined operator who can manage in a complex risk and regulatory environment, and instill a culture of accountability, ownership, and results across teams - both direct reports and peers •Exceptional problem-solving and analytical skills with a track record of converting insights into actionable plans; demonstrated relationship building, collaboration, influence, and negotiation with executive stakeholders; and excellent written and verbal communication across audiences and levels. Some travel required •Officer title of Executive Director or Managing Director will be determined by candidate experience and level at hire •Hybrid in-office schedule consistent with Wells Fargo policy; some travel required Compensation: •$185,000 - $300,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!