yoinka

Portfolio Planning, Intake & Prioritization Lead Business Execution Consultant

Wells Fargo

CHARLOTTE, NCSenior
Sign in to applyVerified 2h ago
Location
CHARLOTTE, NC
Work model
On-Site
Level
Senior
Posted
Sep 8, 2026

About this role

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Portfolio Planning, Intake & Prioritization Lead Business Execution Consultant.  Responsible for portfolio planning, intake management, prioritization, capacity planning, and portfolio analysis across the Cards and Personal Loans portfolio. Partners closely with Product, Technology, Finance, Risk, Compliance, and Operations leaders to assess new demand, evaluate portfolio impacts, align strategic priorities with available capacity, and support investment and roadmap decisions. Provides data-driven insights, executive reporting, and decision support to enable informed prioritization, planning, and organizational decisions. Leads portfolio-level planning activities and change initiatives that support delivery of strategic, regulatory, and business objectives.  Learn more about our career areas and business divisions at www.wellsfargojobs.com In this role, you will: Lead intake management processes for new business, regulatory, risk, and technology-driven demand. Facilitate prioritization and trade-off discussions to ensure alignment with strategic objectives, customer needs, regulatory commitments, and delivery capacity. Drive annual and in-year portfolio planning activities, including demand forecasting, scenario planning, and capacity analysis. Develop portfolio analytics, executive reporting, dashboards, and leadership presentation materials. Assess impacts of proposed initiatives on roadmap commitments, delivery capacity, funding, and resource allocation. Partner with Product, Technology, Finance, Risk, Compliance, and Operations stakeholders to evaluate opportunities and provide prioritization recommendations. Support investment planning and portfolio decision-making through analysis, forecasting, and business insights. Monitor portfolio performance, key dependencies, risks, constraints, and emerging demand trends. Lead cross-functional planning efforts and change initiatives that improve portfolio transparency, decision-making, and execution outcomes. Prepare materials and recommendations for senior leadership to support strategic and operational decisions.

Required Qualifications

5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience in portfolio planning, demand management, intake management, prioritization, capacity planning, portfolio management, strategic planning, program management, or related disciplines. Experience leading cross-functional planning and prioritization activities across Product, Technology, Finance, Risk, Compliance, and Operations organizations. Strong analytical and problem-solving skills with the ability to translate complex information into actionable recommendations. Experience developing executive-level reporting, presentations, and decision-support materials for senior leadership. Demonstrated ability to influence stakeholders and drive decision-making in a matrixed

Listing verified 2h ago. Applications go through the company's official careers site.

← Back to Yoinka

Portfolio Planning, Intake & Prioritization Lead Business Execution Consultant at Wells Fargo, CHARLOTTE, NC | Yoinka