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Marketing Portfolio Financial Planning Lead

Company: Wells Fargo Bank
Location: West Des Moines
Posted on: March 25, 2020

Job Description:

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as Personal Cell or Cellular in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. The mission of Marketing is to build the best possible brand, experiences, and engagement with our customers and stakeholders that reflect our commitment to our customers and their needs and to driving key business and stakeholder outcomes. In support of this mission, Marketing is responsible for developing integrated marketing strategies across Wells Fargo's business lines and geographies; leading brand strategy; leveraging deep insights and analytics about consumers and businesses; executing customer messaging across all channels and touchpoints; and building out capabilities that move toward real-time, always-on, personalized and compelling messaging and digital experiences. Portfolio Financial Planning & Oversight Lead. This role will report to the head of Strategy, Innovation and Idea Management. The Portfolio Financial Planning and Oversight lead is highly visible with Wells Fargo senior leadership, requiring the ability to interact with and drive results for all levels of leadership, including C-suite executives. This role will have direct responsibility for overseeing program budgets and financial reporting, enhancing program management processes, liaising with stakeholders from across the enterprise to help enable project teams to deliver on their objectives, and completing ad-hoc exercises to respond to organizational mandates. The ideal candidate must have the ability to act as an air traffic controller, working in the middle of an ever-evolving organization to coordinate and align stakeholders, often requiring the ability to pivot as enterprise requirements change. Key Responsibilities include: Financial Portfolio Oversight: Allocate funding based on organizational priorities to enable achievement of stated goals and objectives Partners with Marketing senior leaders, capability leads, Enterprise finance and other ecosystems to prioritize and align portfolio budgets and forecasts Monitor and control for program-level risks, including financial risk for the program's investment portfolio Escalate identified risks to senior leadership and manage remediation processes to eliminate or reduce identified risks Annual Planning: Leads annual Marketing planning in alignment with the broader Wells Fargo enterprise strategy (Multi-year planning; Investment Optimization and ecosystems); represents marketing with enterprise finance and leadership; organizes all of Marketing Capability and Execution planning activities for project, operational, and contractual expenses; manages deliverables across teams Financial Processes and Reporting Establishes processes and procedures to enable teams to manage their own project-level financials efficiently, accurately, and in line with enterprise policy. Defines Financial KPIs to monitor compliance with Enterprise Project Management Office and Investment Optimization standards and measure accuracy. Produce executive Financial reporting including status against key measurement, portfolio financial health, and trends. Ability to establish immediate credibility with stakeholders and build consensus to achieve goals through influence Creative thinking and ability to seek innovative solutions to complex technical/business problems working with cross-functional teams Experience managing and interfacing with senior-level financial services executives Required Qualifications 8+ years of experience in one or a combination of the following: project management, implementation, or strategic planning Other Desired Qualifications Demonstrated track record of managing a portfolio of large and complex programs Strong financial acumen, able to prioritize investment opportunities based upon understanding of broader enterprise strategies and data Proven track record of client delivery success in challenging, fast-paced client environments Excellent interpersonal/communication skills, including the ability to produce high-quality, executive-level presentation materials Self-starter mindset with ability to manage ambiguity while continuing to produce results Master's degree and/or professional certifications Job Expectations Ability to travel up to 10% of the time Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, West Des Moines , Marketing Portfolio Financial Planning Lead, Accounting, Auditing , West Des Moines, Iowa

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