Serve as strategic advisor to the Fargo Product Executive, driving product strategy, portfolio governance, operating rhythms, executive communications, and cross-functional alignment for Wells Fargo's AI-powered Fargo digital assistant. Lead planning, OKRs, performance reporting, executive briefings, and initiatives to boost engagement, growth, and operational efficiency.
About this role:
Wells Fargo is seeking a Business Strategy and Operations Lead who serves as a strategic advisor and force multiplier to the Fargo Product Executive, driving organizational effectiveness across product strategy, portfolio governance, operating rhythms, executive communications, and cross-functional execution. This role helps translate Fargo's vision into actionable priorities while ensuring alignment across Product Management, Product Delivery, Agent Experience & Development, Technology, AI/Model teams, Risk, Compliance, and Analytics.
Fargo is Wells Fargo's AI-powered digital banking assistant and one of the company's flagship customer experiences, delivering personalized guidance, proactive insights, and self-service capabilities to millions of customers. This role helps shape the strategy, operating model, and execution of one of the bank's most visible AI-powered platforms.
The role acts as the connective tissue across the Fargo organization, enabling leadership teams to operate at scale, accelerate decision-making, and improve execution against Fargo's key objectives of customer engagement, interaction growth, and call reduction.
This position combines elements of business management, strategy, portfolio management, communications, organizational effectiveness, and executive advisory responsibilities.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Strategic Planning & Portfolio Governance
Posting Location(s):
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.
$185,000.00 - $300,000.00
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.
7 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.
#BI-Hybrid
Wells Fargo is seeking a Business Strategy and Operations Lead who serves as a strategic advisor and force multiplier to the Fargo Product Executive, driving organizational effectiveness across product strategy, portfolio governance, operating rhythms, executive communications, and cross-functional execution. This role helps translate Fargo's vision into actionable priorities while ensuring alignment across Product Management, Product Delivery, Agent Experience & Development, Technology, AI/Model teams, Risk, Compliance, and Analytics.
Fargo is Wells Fargo's AI-powered digital banking assistant and one of the company's flagship customer experiences, delivering personalized guidance, proactive insights, and self-service capabilities to millions of customers. This role helps shape the strategy, operating model, and execution of one of the bank's most visible AI-powered platforms.
The role acts as the connective tissue across the Fargo organization, enabling leadership teams to operate at scale, accelerate decision-making, and improve execution against Fargo's key objectives of customer engagement, interaction growth, and call reduction.
This position combines elements of business management, strategy, portfolio management, communications, organizational effectiveness, and executive advisory responsibilities.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Strategic Planning & Portfolio Governance
- Partner with the Fargo leadership team to define annual, quarterly, and long-term strategic priorities.
- Lead portfolio governance processes across product initiatives, investments, and resource allocation.
- Establish and monitor organizational OKRs, KPIs, and performance measures.
- Drive executive-level prioritization discussions across competing initiatives.
- Develop frameworks to evaluate strategic opportunities, risks, and investment decisions.
- Coordinate planning cycles, roadmaps, and business reviews.
- Serve as a trusted thought partner to the Fargo Product Executive.
- Anticipate organizational challenges and proactively develop recommendations.
- Prepare decision materials, executive briefings, and recommendation packages.
- Conduct strategic analysis to support leadership decisions.
- Manage follow-up and accountability for executive commitments.
- Design and manage leadership operating rhythms.
- Oversee leadership meetings, business reviews, planning sessions, and all-hands events.
- Drive organizational effectiveness initiatives.
- Improve decision-making processes and escalation paths.
- Establish governance structures that reduce friction and improve execution.
- Develop executive presentations for senior leadership, operating committees, and management reviews.
- Manage organizational narratives around strategy, organizational changes, and key initiatives.
- Draft communications, talking points, executive summaries, and leadership updates.
- Ensure consistent messaging across Fargo and partner organizations.
- Coordinate efforts across Product, Technology, AI/Model Development, Design, Risk, Compliance, Operations, and Analytics.
- Manage executive-level dependencies and issue resolution.
- Lead special projects and transformational initiatives.
- Ensure alignment across teams working on Fargo's strategic roadmap.
- Establish executive dashboards and performance reporting.
- Monitor product, customer, operational, and financial metrics.
- Drive accountability against strategic goals.
- Identify emerging risks and opportunities.
- 7+ years of Artificial Intelligence Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in financial services, fintech, digital banking, AI, or technology, with expertise in strategy, digital product management, portfolio governance, KPI development, business case creation, and executive-level decision support.
- MBA or equivalent strategic leadership experience.
- Experience with portfolio management and investment governance.
- Experience working with AI/GenAI products and technology transformation programs.
- Consulting background (McKinsey, Bain, BCG, Deloitte, Accenture, etc.) or equivalent internal strategy experience.
- Ability to travel up to 10% of the time.
- This position offers a hybrid work schedule.
Posting Location(s):
- 401 S Tryon St. - Charlotte, North Carolina 28202
- 333 Market Street - San Francisco, California 94105
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.
$185,000.00 - $300,000.00
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
7 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.
#BI-Hybrid
Wells Fargo San Francisco, California, USA Office
420 Montgomery St, San Francisco, CA, United States, 94103
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