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Job opportunity
Portfolio Operations & Planning Director
CHARLOTTE, NC; 141753-NC-Three Wells Fargo Center, Charlotte; CONCORD, CA; SAN FRANCISCO, CA
Source: Wells Fargo careers · View original posting
- Employment
- full time
Employer job description
From Wells Fargo's posting. “We” and “our” refer to the employer.
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 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.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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