Leads portfolio governance and planning for digital platforms, connecting strategy to execution across products and initiatives. Oversees roadmaps, prioritization, investment planning, organizational capacity, risks, controls, executive reporting, and design governance. Partners with Product, Design, Technology, Finance, Risk, and other teams to align priorities, dependencies, resources, and delivery. Manages a team, drives process improvement and automation, and provides actionable insights for senior leadership.
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:
Required Qualifications:
Desired Qualifications:
Job Expectations:
Posting Location(s):
Required locations listed.
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.
Posting End Date:
5 Nov 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'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 outcomes.
Job Expectations:
- Ability to travel up to 10% of the time.
- This position offers a hybrid work schedule.
- This position is not eligible for Visa sponsorship.
Posting Location(s):
- 401 S Tryon St. - Charlotte, North Carolina 28202
- 1755 Grant St. - Concord, California 94520
- 333 Market Street - San Francisco, California 94105
Required locations listed.
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
Posting End Date:
5 Nov 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
Similar Jobs at Wells Fargo
Fintech • Financial Services
Lead product strategy, roadmap, delivery, and operations for an enterprise Generative AI marketing platform. Own campaign-manager journeys, agent orchestration, backlog prioritization, governance, model risk management, observability, Responsible AI, integrations, KPIs, vendor relationships, budgets, and marketer enablement. Build and coach a product team while partnering with marketing, engineering, data science, risk, legal, compliance, and security teams to deliver a secure, scalable campaign-management capability.
Top Skills:
AdobeAgent Orchestration FrameworksAPIsCdpGenerative AiLlmsObservability ToolsPegaPrompt EngineeringRagVector DatabasesVector Search
Fintech • Financial Services
Manages and grows consumer and business banking relationships through consultative discovery, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolves account inquiries, supports account opening, documents customer interactions, follows up on opportunities, and maintains strong risk and regulatory controls. Requires customer service and relationship-building experience, FINRA and insurance licensing, SAFE registration, and availability to work most Saturdays.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsMobile BankingSafe RegistrationSecurities Industry Essentials (Sie)State Insurance Licenses
Fintech • Financial Services
Leads hands-on implementation of shared AI enablement capabilities for coding agents across development, DevOps, and RunOps. Builds secure MCP integrations, agent-assisted development workflows, CI/CD automation, ephemeral environments, telemetry-driven incident remediation, and operational playbooks. Establishes engineering guardrails, monitors reliability and adoption metrics, supports compliance controls, and coaches teams through workshops and pair programming.
Top Skills:
Agent Compute Units (Acu)AnsibleApi GatewaysApigee HybridApigeexAPIsAppdynamicsAtlassian CloudAutomated TestingBlack DuckCheckmarxCi/CdDevinEphemeral EnvironmentsFeature FlagsFigmaGithub ActionsHarnessModel Context Protocol (Mcp)ServicenowSonarSplunk ObservabilityTelemetry
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

