# Portfolio Operations & Planning Director at Wells Fargo

Wells Fargo is hiring a Portfolio Operations & Planning Director. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/eb387017-9b05-43ef-83da-70a03775c9c6?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. CHARLOTTE, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 38 out of 100)
- Location: CHARLOTTE, NC
- Posted: October 22, 2026
- Apply: https://jobsbylevel.com/go/eb387017-9b05-43ef-83da-70a03775c9c6?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=portfolio-operations-planning-director-at-wells-fargo-b5e368

## Description

About this role: Wells Fargo’s Consumer Banking & Lending Digital Organization is seeking a Portfolio Operations & Planning Director to lead a team responsible for portfolio governance and business support functions for Enterprise Digital Platforms & Experiences, including collaborating with Product Directors to build and maintain 6 Quarter roadmaps, support prioritization and execution reporting routines, drive strategic investment planning, monitor operational health and emerging risks. The role is responsible for connecting strategy to execution across a broad portfolio of digital products and initiatives. The leader will partner across Product, Design, Technology, Finance, Risk and other functions to ensure priorities are aligned, dependencies and risks are visible, and leaders have accurate, actionable information to manage the business. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Lead and develop a team responsible for portfolio governance, including design, strategic planning, process improvement, horizontal risk and controls, and other business support functions across Enterprise Digital Platforms & Experiences. Drive roadmap discipline, ensuring product roadmaps accurately represent approved work, expected delivery timing, rollout information, business benefits, current status. Provide early visibility into delivery and operational risk, ensuring issues have clear root causes, owners, next actions, and target dates. Enable executive decision-making by translating complex information into clear insights, recommendations, and actions for senior leadership. Parter across design, technology and product teams to ensure alignment on priorities, resources, dependencies, and identify solutions to emerging risks or gaps; ensure appropriate leader attention. Lead portfolio and investment planning, including centralized views of initiatives, estimated costs, organizational capacity, and staffing plans. Oversee design and planning governance, providing forward-looking visibility into design approvals and alignment across impacted products. Support organizational planning, including workforce views, staffing ratios, organizational structures, business routines, and leadership reporting. Drive continuous improvement and automation, including AI adoption, reducing manual reporting and improving the accuracy, accessibility, and timeliness of portfolio information. Required Qualifications: 10+ years of digital product management or leadership experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education. 4+ years of management or leadership experience. Desired Qualifications: Experience leading portfolio governance within financial services or another complex regulated environment. Strong executive communication, strategic thinking, analytical judgment, innovation leadership, organizational-change, talent-management, and resource-planning capabilities. Demonstrated success establishing KPI frameworks, executive reporting, portfolio governance, intake routines, and standardized performance management. Ability to influence across organizational boundaries, establish clear accountability, and resolve highly complex issues involving multiple priorities, data sources, platforms, and stakeholders. Experience partnering across Digital, Technology, Data & Analytics, Operations, Risk, Compliance, Legal, Fraud, Cybersecurity, Design, Marketing, and LOB product teams. Ability to lead through ambiguity while balancing client value, business priorities, data quality, operational feasibility, control requirements, scalability, and speed to market. Experience communicating actionable insights to senior leaders and cross-functional teams. Demonstrated success translating data, research, client feedback, and market intelligence into strategic plans, prioritized opportunities, executable initiatives, and measurable business

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/portfolio-operations-planning-director-at-wells-fargo-b5e368

Source: https://jobsbylevel.com/jobs/portfolio-operations-planning-director-at-wells-fargo-b5e368

## Cite this page

Level. https://jobsbylevel.com/jobs/portfolio-operations-planning-director-at-wells-fargo-b5e368.

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