Lead Strategy & Planning Consultant – AI Product Strategy, Innovation

Wells Fargo

Lead Strategy & Planning Consultant at Wells Fargo driving product strategy for AI initiatives. Collaborating with stakeholders to enhance operational efficiency and deliver measurable business value.

Posted 6/17/2026full-timeCharlotte • Arizona, Minnesota, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $119,000 - $206,000 per yearWebsite

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Applicant Tracking System Keywords

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Hard Skills

product strategyportfolio planningroadmap developmentstrategic executioninnovation managementoperating model changeschange readinessadoption strategiesdata analysiscontinuous improvement

Soft Skills

organizational skillsanalytical skillsproblem-solving skillscommunication skillscollaborationaccountabilityattention to detailprioritizationsynthesis of complex informationstakeholder alignment

Industry Keywords

no-code productslow-code productsworkflow automationoperational efficiencybusiness valuecross-functional prioritiesrisk managementstakeholder needsmeasurable outcomesexecutive communications

About the role

Key responsibilities & impact

Drive product strategy and execution across a portfolio of no-code and low-code AI products and workflow automation capabilities, with a focus on improving operational efficiency, strengthening controls, and delivering measurable business value.
Partner with product leadership to define strategic priorities, clarify objectives, and translate business goals into actionable roadmaps, operating plans, and execution routines.
Identify opportunities to create business value by assessing operational challenges, process inefficiencies, stakeholder needs, and potential technology-enabled solutions.
Connect work across teams, products, and business groups to identify synergies, reduce duplication, and improve alignment across the product portfolio.
Support innovation efforts by helping evaluate new ideas, structure exploratory work, define success criteria, and ensure experimentation is connected to measurable business outcomes.
Establish and manage operating routines, including leadership cadence, portfolio reviews, intake forums, prioritization discussions, status updates, and executive-ready communications.
Develop frameworks, materials, and reporting that help leadership make informed decisions on strategic priorities, resources, risks, dependencies, delivery progress, adoption outcomes, and business value.
Partner with product pods to anticipate and remove execution roadblocks, manage dependencies, and support alignment across business, product, technology, risk, and control stakeholders.
Support resource planning, demand management, intake prioritization, and portfolio-level visibility to help ensure the team is focused on the highest-value initiatives.
Prepare clear, concise, and well-structured communications for leadership and stakeholder audiences, including strategic updates, decision materials, meeting summaries, adoption materials, and portfolio narratives.
Use data, metrics, stakeholder feedback, and business outcomes to assess progress, identify improvement opportunities, and support continuous improvement across the product organization.
Promote a culture of collaboration, accountability, operational excellence, risk awareness, adoption discipline, and continuous learning.

Requirements

What you’ll need

5+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience driving product strategy, portfolio planning, roadmap development, and strategic execution across a portfolio of products, capabilities, or transformation initiatives.
Experience translating strategic priorities into actionable plans, delivery activities, adoption strategies, and measurable business outcomes.
Experience driving innovation by identifying opportunities, shaping forward-looking product concepts, and advancing solutions that create measurable business value.
Experience supporting product delivery, business implementation, operating model changes, change readiness, or adoption of new capabilities across business teams.
Experience managing cross-functional priorities, dependencies, risks, and stakeholder alignment across product, business, technology, operations, risk, and control partners.
Strong organizational skills with the ability to bring structure, prioritization, attention to detail, and follow-through to ambiguous or fast-moving environments.
Strong analytical and problem-solving skills with the ability to synthesize complex information, identify value opportunities, and recommend practical actions tied to measurable outcomes.
Ability to simplify complex information and communicate clearly with senior leaders and cross-functional audiences.

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