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Strategy & Planning Associate

Wells Fargo
Posted 2 days ago, valid for 22 days
Location

New York, NY, US

Salary

$82,000 - $125,000 per year

Contract type

Full Time

Paid Time Off
Life Insurance
Tuition Reimbursement

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Sonic Summary

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  • Wells Fargo is seeking a Strategy & Planning Associate to join the Enterprise Strategy team, focusing on business and process improvements.
  • Candidates must have at least 6 months of relevant Strategy & Planning experience or equivalent qualifications.
  • The role involves collaborating with senior team members to define business strategies and evaluate investment opportunities.
  • The salary range for this position is between $82,000.00 and $125,000.00, depending on various factors such as skills and experience.
  • This position offers a hybrid work schedule and is not eligible for Visa sponsorship.

About this role:

Wells Fargo is seeking a Strategy & Planning Associate to join the Enterprise Strategy team. We are looking for team members who are 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:

  • Participate in the day-to-day execution of moderately complex initiatives or workstreams with broad impact and high visibility with Enterprise Strategy’s senior leadership team.
  • Participate and partner with more senior members of the Enterprise Strategy Team, and other Wells Fargo teams to define business strategy and develop corresponding business plans and initiative roadmaps.
  • Evaluate strategic business opportunities, investment needs, and partnership opportunities.
  • Review and analyze moderately complex larger-scale or longer-term challenges that require evaluation of multiple factors including market trends, financial opportunity, competitive landscape, intangibles or unprecedented factors.
  • Partner with more senior members of the Enterprise Strategy Team, to provide strategic consulting services to business leadership, business teams, and functional areas.
  • Communicate opportunities, data insights, strategy, and related solutions/business plans to management.
  • Collaborate strategically and consult with all levels to resolve issues and achieve goals.


Required Qualifications:

  • 6+ months of Strategy & Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Ability to take on a high level of responsibility, initiative, and accountability​. 
  • Experience using Microsoft Office suite of products (Excel, PowerPoint, Word). 
  • Strong analytical skills with high attention to detail and accuracy​. 
  • Knowledge and understanding of financial products and services. 


Job Expectations:

  • This position is not eligible for Visa sponsorship 
  • This position offers a hybrid work schedule 

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.

$82,000.00 - $125,000.00

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:

10 Aug 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.

#DNP-IND



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By applying, a Wells Fargo account will be created for you. Wells Fargo's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.