Strategy & Planning Consultant - Commercial Banking
Wells Fargo is hiring a Strategy & Planning Consultant - Commercial Banking in San Francisco, United States. Level rates it ; you can apply on Wells Fargo.
Level's read on this job
- Little AI ●○○○ is how Level rates this role: aI is not part of the work.
- Tools and skills the posting cites include PowerPoint, strategic planning and business strategy.
- Level classifies it as a mid-level role.
- Level lists 1,600+ other open roles at Wells Fargo.
- The role was posted within the past two weeks.
AI in this role
Drives commercial banking growth and strategic initiatives by translating leadership questions into clear business plans and operational insights.
About this role:
Wells Fargo is seeking a Strategy & Planning Consultant to join the Commercial Banking Strategy team. Learn more about the career areas and business divisions at wellsfargojobs.com.
This position will support growth and strategic priorities and help translate them into operating model and execution improvements that enhance how Commercial Banking delivers for clients and employees. We are looking for someone who is passionate about driving business and process improvements, collaborating to develop creative solutions to complex problems, and serving as trusted thought partners/strategic advisors.
In this role, you will:
- Partner with executive management within Commercial Banking and across Wells Fargo to define business strategy and develop corresponding business plans and initiative roadmaps.
- Participate in, and may lead, the design and execution of initiatives with broad impact and visibility with senior leaders; help establish governance, workplans, milestones, and success metrics.
- Structure and solve complex, ambiguous problems by translating leadership questions into clear hypotheses, analyses, and decision points.
- Evaluate strategic business opportunities, investment needs, and partnership opportunities; synthesize market, competitive, and internal performance insights.
- Create executive-ready communications (PowerPoint and written narratives), turning analysis into crisp recommendations and “so what” implications.
- Identify and communicate opportunities, insights, and solutions; collaborate across levels to resolve issues and unblock progress.
Required Qualifications, US:
- 2+ years of Strategy and Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
- Experience at a top-tier strategy consulting firm or in an in-house strategy, corporate strategy, or CEO office role with comparable analytical rigor.
- Knowledge of or experience in financial services, particularly commercial banking.
- Strong analytical and problem-solving skills, with the ability to synthesize market trends, financial information, and operating data into clear, actionable insights and recommendations.
- Excellent written and verbal communication skills, including strong PowerPoint, executive storytelling, and presentation capabilities.
- Strong interpersonal and facilitation skills, with the ability to lead working sessions, collaborate across functions, and influence without direct authority.
- Self-motivated with a high level of initiative, accountability, and ability to independently manage priorities and meet deadlines.
- Bachelor’s degree in an analytical discipline such as Economics, Engineering, Finance, Mathematics, Physics, or a related field.
Job Expectations:
- Ability to work at one of the locations in the job posting.
- This position does not offer relocation assistance.
- This position currently offers a hybrid work schedule.
- This position does not offer VISA sponsorship.
Position Locations:
- 550 S Tryon Street – Charlotte, NC
- 333 Market Street – San Franciso, CA
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $77,000.00 - $145,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
30 Oct 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
How we rate this
Strategy & Planning Consultant - Commercial Banking at Wells Fargo rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- Tell me about a project where strategic planning was part of your work. What did you do?
- Tell me about a project where business strategy was part of your work. What did you do?
- Tell me about a project where data analysis was part of your work. What did you do?
- Tell me about a project where project management was part of your work. What did you do?
- Tell me about a project where financial services was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Strategic Planning, Business Strategy, Data Analysis, Project Management, and Financial Services. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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