Role Summary
This role leads the development of executive reporting and strategic business materials that support decisions, align priorities, and drive action. The ideal candidate can quickly understand a business objective, work through ambiguity, identify what is missing, gather inputs across multiple organizations, and turn fragmented information into a clear point of view and high-impact PowerPoint presentation. This is a business strategy role that requires strong judgment, executive presence, high attention to detail, and managing multiple priorities at one time under tight deadlines. This role requires someone who is self-motivated to learn the business, takes initiative without waiting for detailed direction, and proactively builds the knowledge and relationships needed to deliver results.
In this role, you will
- Own the development of executive-level presentations, business reviews, strategic updates, and other high-visibility business deliverables for an organization delivering technology to Commercial Banking, Corporate and Investment Banking, and Global Payments & Liquidity.
- Transform complex, technical, and incomplete inputs into clear, concise, visually compelling PowerPoint narratives tailored to senior executive audiences.
- Build the story, not just the slides: define the key message, establish a logical narrative, identify the evidence required, and connect insights to business priorities, decisions, risks, and actions.
- Operate effectively with limited initial direction by determining what information is missing, identifying the right sources, engaging stakeholders, and independently developing the remaining content.
- Navigate across multiple organizations and levels to collect, validate, reconcile, and synthesize information into one cohesive and accurate executive story.
- Partner directly with senior leaders and subject-matter experts to understand the objective, challenge assumptions, clarify the point of view, and shape the final deliverable for maximum impact.
- Use strategic judgment to prioritize information, distinguish key messages from supporting detail, and surface the insights most relevant to executive decision-making.
- Translate technical or operational content into succinct, business-focused language that can be understood quickly by senior leaders and nontechnical audiences.
- Manage multiple high-priority deliverables at the same time, adapt quickly as priorities change, and consistently meet time-sensitive deadlines without sacrificing quality or accuracy.
- Maintain the end-to-end lifecycle of executive reporting deliverables by understanding and incorporating changes, proactively communicating updates to stakeholders, and managing the process through a consistent, recurring cadence.
- Preserve historical executive presentations and supporting materials through consistent naming conventions and metadata, managing contributor permissions, and ensuring content is accurately organized and easily retrievable.
- Apply exceptional attention to detail across content, data, formatting, branding, grammar, version control, and final quality assurance.
- Use Excel for foundational analysis, including organizing data, applying formulas, creating pivot tables and charts, and validating information used in executive materials.
- Attend and drive executive prep meetings for strategy sessions, business reviews, and upstream forums with accurate, well-structured, and presentation-ready materials.
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 strategy, business management, consulting, executive reporting, or a related role.
- 5+ years of experience in Microsoft Office suite such as Word, PowerPoint, Visio, Excel for data visualization
Desired Qualifications:
- Demonstrated experience independently designing custom executive-level PowerPoint presentations that translate complex information into a clear narrative, persuasive point of view, and actionable conclusion.
- Advanced/Expert Level PowerPoint capability, including strong command of story flow, slide structure, visual hierarchy, message clarity, and executive-ready design.
- Proven ability to think strategically, connect information across topics, and frame content around business outcomes, decisions, risks, and priorities.
- Experience working directly with senior leaders and communicating confidently and professionally in executive settings.
- Exceptional written, verbal, and interpersonal skills, with the ability to influence, ask effective questions, present key messaging, and tailor information to the audience.
- Demonstrated ability to work independently through ambiguity, identify gaps, and proactively gather the information needed to complete a high-quality deliverable.
- Exceptional attention to detail and a consistent record of producing accurate, polished work in a fast-paced, high-demand environment.
- Strong organizational and prioritization skills, with the ability to manage multiple concurrent deliverables and changing deadlines.
- Working knowledge of Microsoft Excel, including formulas, pivot tables, charts, data organization, and quality checks.
- Familiarity with Power BI, Power Automate, and SharePoint is beneficial but not required.
- Familiarity with Commercial Banking, Corporate and Investment Banking, or Global Payments & Liquidity is beneficial.
Job Expectations
- This position is not eligible for Visa sponsorship
- Relocation assistance is not available for this position
Posting Location
- 300 S Brevard St. Charlotte, North Carolina 28202
Posting End Date:
27 Oct 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.