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Top Consulting Jobs in New York City, NY
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Fintech • Financial Services
Lead strategic planning and transformation initiatives for Wells Fargo’s Wealth & Investment Management business. Own strategy workstreams, market and competitive analyses, financial models, business cases, executive presentations, and growth recommendations across digital wealth, workplace wealth, deposits, lending, trust, and emerging areas. Partner with senior leaders and cross-functional teams to develop long-term plans, evaluate partnerships and investments, identify AI-enabled efficiencies, and translate strategic priorities into actionable execution roadmaps.
Top Skills:
Ai AgentsArtificial Intelligence
Fintech • Financial Services
Lead market-level branch and ATM distribution strategy and execution. Combine field insight with analytics and geospatial modeling to inform expansion, relocation, downsizing, closures, and ATM optimization. Drive investment pipeline, coordinate cross-functional stakeholders, assess financial and operational impacts, and present decision-ready recommendations to regional and executive leaders.
Fintech • Financial Services
Leads Wealth and Investment Management strategy, growth planning, transformation, digital and self-directed wealth initiatives, partnerships, workplace wealth, lending, deposits, trust, and emerging opportunities. Advises executive leadership, prepares Board and Investor Day materials, drives AI-enabled efficiency, manages strategic portfolios and a team, and coordinates execution across a complex matrixed organization and regulatory environment.
Top Skills:
Ai AgentsAi ToolingArtificial IntelligenceDigital Wealth Platforms
YesterdaySaved
Fintech • Financial Services
Supports Wealth & Investment Management strategy through market research, competitive analysis, growth opportunity assessment, financial modeling, strategic planning, and executive presentation development. The role evaluates digital wealth, workplace wealth, lending, deposits, trust, partnerships, regulatory developments, and AI-enabled efficiencies. It contributes to Board and investor materials, leads complex initiatives, mentors junior colleagues, and communicates recommendations to senior stakeholders in a matrixed organization.
Top Skills:
Artificial Intelligence (Ai)Digital Assets
Fintech • Financial Services
Leads enterprise strategy and planning for Wells Fargo’s Wealth & Investment Management business. Develops growth strategies across digital wealth, workplace wealth, deposits, lending, trust, partnerships, and emerging technologies. Builds strategic plans, business cases, Board and Investor Day materials, and execution roadmaps while advising senior executives and coordinating across a complex matrixed organization. Requires deep wealth-management expertise, advanced analytical skills, executive communication, influence without authority, and experience navigating risk and regulatory environments.
Top Skills:
Artificial Intelligence
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