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Senior Lead, Branch Performance Design & Insights

at Wells Fargo

Wells Fargo7 LocationsPosted 2026-06-20
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Job description

About This RoleWells Fargo is seeking a Senior Lead Business Execution Consultant to define how performance is measured, managed, and rewarded across the National Branch Network. This role is responsible for designing performance metrics, customer attribution frameworks, and peer benchmarking models that align business strategy to field execution and incentive compensation.This role will act as a central integrator across strategy, data, product, finance, incentive compensation teams, and various partners to ensure performance measurement is consistent, transparent, and drives desired business outcomes.In this role, you will: Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepeningDefine metric logic, eligibility rules, and performance thresholds for integration into incentive compensationEnsure alignment between leading indicators, business outcomes, and pay for performance structuresPartner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plansStandardize and simplify dashboards to improve transparency, consistency, and field usabilityDefine Branch Customer List frameworks, including customer inclusion criteria and portfolio attributionEstablish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancementsDesign branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisonsEmbed peer group frameworks into reporting, incentives, and field routinesTranslate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end executionEstablish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworksRequired Qualifications7+ 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, education5+ years of experience in business analysis supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomesDesired Qualifications: 4+ years of experience in financial services, with focus on consumer banking or lendingExperience designing and implementing field performance frameworks or incentive compensation that drive business outcomesDeep knowledge of retail banking and branch performance, including drivers of growth and field behaviorExperience with customer segmentation and  portfolio strategyExperience building and optimizing reporting dashboards to support performance management, decision making, and strategyProven ability to influence and align senior executive stakeholders in complex, matrixed environmentsExperience translating enterprise strategy into scalable operating models, frameworks, and execution plansExperience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groupsStrong executive communication skills with the ability to drive adoption and sustained behavioral changeExcellent verbal, written, and interpersonal communication skillsJob Expectations:Ability to travel up to 25% of the timeThis position offers a hybrid work scheduleThis position is not eligible for Visa sponsorshipAbout this RoleWells Fargo is seeking a Senior Lead, Branch Performance Design & Insights to shape how performance is measured, managed, and rewarded across the National Branch Network.This role sits at the center of business strategy, data, and execution—responsible for designing the metrics that power reporting and incentive compensation, defining how customers are attributed to branches, and ensuring fair and meaningful performance comparisons across the network.If you are a strategic thinker who thrives in complex, highly matrixed environments and enjoys translating business strategy into measurable outcomes, this is a unique opportunity to drive enterprise impact.In this role, you will:Design Performance Metrics that Drive GrowthDevelop new branch and banker performance metrics aligned to key growth priorities (e.g., deposits, checking, customer deepening).Define metric logic, eligibility rules, and performance thresholds to support integration into incentive compensation.Ensure alignment between leading indicators, business outcomes, and pay-for-performance structures.Connect Metrics to Reporting & IncentivesPartner with data, product, and incentive compensation teams to embed metrics into reporting platforms and compensation plans.Simplify and standardize field-facing dashboards to improve transparency and actionability.Ensure performance measurement is clear, consistent, and trusted across the organization.Own Branch Customer List (BCL) StrategyDefine the framework for which customers are included in branch portfolios for outreach, deepening, and performance attribution.Establish rules for customer ownership and alignment to branch P&Ls.Partner cross-functionally to operationalize and evolve the Branch Customer List construct.Build Peer Group FrameworksDesign branch and district peer groups to enable fair and meaningful performance comparisons.Incorporate factors such as market opportunity, complexity, and customer mix into performance benchmarking.Embed peer groups into reporting, incentives, and field routines.Lead Cross-Functional ExecutionPartner closely with Product, Data/Business Intelligence, Finance, HR, and Strategy teams.Translate business priorities into clear requirements for data and technology partners.Act as a central integrator across teams to ensure end-to-end delivery of initiatives.Drive Governance & Continuous ImprovementEstablish governance processes for metric, peer group, and customer a
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