Wells Fargo Logo

Wells Fargo

Senior Lead Marketing Strategy Consultant

Reposted 2 Days Ago
Hybrid
Charlotte, NC, USA
139K-260K Annually
Senior level
Hybrid
Charlotte, NC, USA
139K-260K Annually
Senior level
About this role:
Wells Fargo is seeking a Senior Lead Marketing Strategy Consultant within the Growth Marketing team to lead customer onboarding communications for new checking accounts. You will own the early tenure onboarding journey, designing multi-channel programs that accelerate activation (funding, debit, direct deposit, mobile banking, alerts, paperless) and set the foundation for primacy and retention. You'll leverage CRM platforms, build data-driven experiments, and ensure compliance across all channels
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Architect the end-to-end onboarding journey across email/SMS/push/in-app/branch, aligning service communications with marketing to drive funding and early usage
  • Develop segmentation and event-based triggers, implementing personalization at scale
  • Build a test-and-learn roadmap to improve activation velocity and reduce early closures; socialize results and scale winning experiments
  • Partner cross-functionally (Product, Analytics/MarSci, Finance, Servicing, Tech/MarTech) to ensure operational readiness
  • Define KPI dashboards (funding rate, time-to-first-deposit, debit activation, mobile login, alerts/paperless adoption, early closure) and report performance weekly
  • Act as a customer advocate, simplifying copy and instructions at key moments to reduce friction and confusion in early tenure
  • Serve as a thought leader, bringing in market best practices from banks/fintechs to evolve our onboarding playbook
Required Qualifications:
  • 7+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Previous experience developing and executing lifecycle/CRM marketing within financial services; ownership of onboarding/activation programs
  • Strong experimentation skill set and analytics fluency; experience partnering with data science on attribution and reporting
  • Demonstrated success leading cross-functional work in regulated environments
  • Excellent communication and stakeholder management skills to influence and align cross-functional teams
  • Ability to think strategically and execute tactically in a fast-paced, results-driven environment
  • Familiarity with marketing technology platforms, CRM systems, and compliance considerations for incentive programs
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
  • 333 Market St. - 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.
$139,000.00 - $260,000.00
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:
6 Feb 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.

Top Skills

Crm Platforms
Marketing Technology Platforms

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

12 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead the Branch Decision Sciences team at Wells Fargo, delivering data-driven insights to enhance branch strategy and operational efficiency. Oversee analytics for customer experience and apply advanced data methods to optimize branch operations and decision-making.
Top Skills: AnalyticsData ScienceQuantitative Analysis
12 Hours Ago
Hybrid
Matthews, NC, USA
Entry level
Entry level
Fintech • Financial Services
As an Associate Personal Banker, you will enhance customer experience through proactive outreach, assist with account openings, and offer appropriate banking products while ensuring compliance with regulations.
12 Hours Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
Lead business execution for the Global Privacy Office, focusing on strategic planning, risk management, developing privacy products, and regulatory compliance.
Top Skills: AIExcelJIRAMs Office SuiteOne TrustPegaSecuriti.AiServicenowTableau

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account