Lead Technology Business Services Consultant

About this role

 

EFT (Enterprise Functions Technology) is looking for a Lead Business Execution Consultant to architect and drive the orchestration of a complex enterprise technology portfolio, translating multi-year strategy into clear priorities, executable plans, and measurable business outcomes.

 

This role will help shape how investments are evaluated and prioritized, how portfolio decisions are made, and how work moves from strategy through execution, adoption, and value realization. The successful candidate will connect strategy, financial and workforce planning, technology delivery, risk, and business outcomes to give leaders a clear view of where to invest, where to intervene, what to stop or change, and what trade-offs are required to achieve desired outcomes.

 

In this role, you will:

 

• Lead the portfolio operating model across EFT and adjacent business and technology portfolios, translating strategy into objectives and key results, governance routines, decision rights, and execution guardrails.
• Lead planning and execution for complex, high-profile technology products, services, and initiatives spanning multiple organizations and lines of business.
• Establish effective demand and intake management, ensuring proposed investments clearly define the problem to be solved, intended outcomes, executive sponsorship, strategic alignment, expected value, estimated cost and capacity, dependencies, and key risks before investment decisions are made.
• Drive portfolio prioritization and inform investment decisions through intake councils, quarterly business reviews, and other governance forums, balancing business value, strategic alignment, capacity, cost, risk, dependencies, and execution readiness.
• Develop multi-horizon roadmaps and integrated capacity plans aligning funding, workforce, vendors, technology dependencies, risk appetite, and delivery commitments.
• Create scenario analyses and investment trade-off recommendations that enable leaders to understand the implications of accelerating, delaying, funding, resizing, sequencing, or stopping work.
• Identify and recommend opportunities to simplify, consolidate, stop, or redirect investment where initiatives are duplicative, underperforming, no longer strategically aligned, or unlikely to deliver sufficient value.
• Standardize portfolio management and execution practices from intake and prioritization through implementation, adoption, stabilization, value realization, and continuous improvement.
• Monitor portfolio health across schedule, scope, cost, capacity, benefits, risk, quality, adoption, and strategic alignment, identifying emerging issues and providing actionable recommendations to senior leaders.
• Establish value-realization practices that connect investment decisions and delivery milestones to measurable business, technology, risk, productivity, financial, and customer outcomes.
• Establish post-implementation value reviews at appropriate intervals to compare actual outcomes against approved business cases, expected benefits, cost, adoption, and performance expectations; identify gaps and recommend corrective action, additional investment, consolidation, or termination when expected value is not being realized.
• Manage cross-portfolio dependencies, pipeline capacity, sequencing, and resource constraints, proactively identifying systemic blockers and escalating issues requiring leadership intervention.
• Partner across Technology, Business, Finance, Operations, Risk, Human Resources, Enterprise Architecture, and other key functions to resolve complex issues and enable integrated portfolio decisions.
• Evaluate emerging technologies and capabilities, including artificial intelligence and automation, and assess where adoption can meaningfully improve productivity, controls, delivery, or business outcomes.
• Ensure risk, regulatory, operational, architecture, and technology requirements are incorporated into portfolio planning and execution rather than addressed only at implementation.
• Coordinate enterprise cutovers, operational readiness, stabilization, and hypercare for complex or high-risk technology implementations.
• Establish executive governance routines and create decision-quality materials that clearly frame the issue, options, trade-offs, financial and operational impacts, risks, recommendations, and decisions required.
• Establish portfolio data standards, reporting practices, and systems of record that improve data quality, transparency, forecasting, accountability, and executive decision-making.
• Lead and coach matrixed program managers, business analysts, and vendor partners, strengthening planning, financial discipline, risk management, data storytelling, accountability, and execution rigor.
• Drive continuous improvement of the portfolio operating model by identifying friction, eliminating unnecessary governance, simplifying processes, and improving speed to decision and speed to value.

 

Required Qualifications

 

• 5+ years of information technology in support of business services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 5+ years of experience in business execution, business services, strategy, portfolio management, technology management, or a related function bridging technology execution and business leadership. 

 

Desired Qualifications

 

• Experience supporting senior Technology or Business executives in Chief of Staff, Strategy, Business Management, Portfolio Management, Operations, Transformation, or Technology Enablement roles.
• Strong expertise in strategic planning, portfolio management, financial and workforce planning, operating models, governance, and multi-horizon roadmaps.
• Demonstrated ability to translate enterprise strategy into prioritized investments, measurable objectives, execution plans, and business outcomes.
• Proven ability to lead end-to-end portfolio execution, including demand management, intake, prioritization, capacity planning, dependencies, delivery, adoption, stabilization, and benefits realization.
• Experience establishing demand management and investment evaluation practices, including business-case quality, portfolio entry criteria, value assessment, and prioritization frameworks.
• Experience developing business cases, investment scenarios, capacity models, and portfolio trade-off recommendations.
• Demonstrated ability to challenge existing investments and recommend acceleration, modification, consolidation, or termination based on performance, strategic alignment, risk, capacity, and value.
• Experience conducting post-investment and benefits-realization reviews, using actual financial, operational, technology, risk, and adoption results to inform future investment decisions.
• Strong analytics and executive decision-support capabilities, including KPI and OKR development, dashboards, forecasting, trend analysis, scenario modeling, and data-backed recommendations.
• Demonstrated ability to influence without direct authority and drive outcomes across highly matrixed organizations, partnering with Technology, Finance, Human Resources, Risk, Enterprise Architecture, and business leaders.
• Proven success improving operational efficiency, simplifying processes, integrating risk and controls, and establishing sustainable governance.
• Excellent executive communication, judgment, and decision facilitation, with demonstrated ability to simplify complex issues, constructively challenge assumptions, and manage competing priorities.
• Experience with financial services and large-scale technology organizations preferred.
• Proficiency with Jira, Confluence, Power BI, and Microsoft 365, or comparable portfolio, analytics, and collaboration tools.
• Bachelor’s degree or equivalent experience required; advanced degree or relevant certifications such as PMP, Agile/Scrum, or Lean Six Sigma preferred.

 

Job Expectations

 

• This position offers a hybrid work schedule and requires the ability to work in an office.
• This position is not eligible for Visa sponsorship.
• Relocation assistance is not available for this position.

 

Posting End Date: 

15 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.

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