Wells Fargo

Branch Performance & Incentive Lead

Wells Fargo  •  $206k/yr  •  Charlotte, NC (Hybrid)  •  2 hours ago
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Job Description

About This Role

Wells Fargo is seeking a Lead Business Execution Consultant to support performance programs across the National Branch Network - ensuring they are positioned to drive desired branch behaviors. This role will support key initiatives involving Branch Customer Assignments, peer grouping methodologies, and incentive program execution.

The position serves as a central integrator across business, operations, technology, compensation, and data teams to identify breakdowns, remove operational barriers, and improve the systems and processes that support branch performance.

In this role, you will:

  • Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans

  • Drive end to end business priorities working with cross functional partners including other businesses, HR, Finance, data and technology to ensure they have a clear understanding of the requirements needed

  • Define Branch Customer List Assignment framework, including customer inclusion criteria and portfolio attribution

  • Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements

  • Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons

  • Embed peer group frameworks into reporting, incentives, and field routines

  • Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening

  • Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation

  • Ensure alignment between incentive and leading indicators, business outcomes, and performance structures

  • Standardize and simplify dashboards to improve transparency, consistency, and field usability

  • Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks

Required Qualifications

  • 5+ 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, education

  • 4+ years of experience in business analysis supporting sales organizations that deliver actionable insights that improve sales performance and business outcomes

  • 4+ years experience supporting performance management, incentive compensation, referral programs, and/or sales enablement initiatives

Desired Qualifications:

  • Knowledge and understanding of branch customer ownership, portfolio management, customer attribution, or customer segmentation frameworks

  • Experience developing or supporting branch peer grouping methodologies, benchmarking frameworks, or performance comparisons

  • Strong process ownership experience, issue resolution, and operational governance

  • Experience building executive level reporting to present findings, recommendations, and business impacts to senior leaders

  • Experience building and optimizing reporting dashboards to support performance management, decision making, and strategy

  • Experience leading cross functional initiatives or enterprise transformation efforts across multiple stakeholder groups

  • Excellent verbal, written, and interpersonal communication skills

Job Expectations:

  • Ability to travel up to 25% of the time

  • This position offers a hybrid work schedule

  • This position is not eligible for Visa sponsorship

Job Posting Locations:

  • Charlotte, NC

  • Dallas, TX

  • Des Moines, IA

  • Minneapolis, MN

  • Phoenix, AZ

  • Columbus, OH

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.

$119,000.00 - $206,000.00

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:

12 Jul 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.

Wells Fargo

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
San Francisco, California
Year Founded
Unknown
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