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Lead Project Manager - Portfolio Recourcing and Forecasting Lead

Wells Fargo2h ago
Hyderabad, IndiaHybridFull-timeMid Level5+ yrs exp

Top focus

Project ManagerPortfolio Manager

About this role: The Business Solutions and Enablement (BSE) team is part of the Corporate & Investment Bank (CIB) Line of Business and is responsible for leading business change initiatives that may span the US, EMEA, and APAC regions. Portfolio and Change Excellence (PACE) – Intake, Planning and Benefits is a key component of BSE, responsible for leading and executing high-priority change intake, financial planning, benefits tracking, and governance and control activities across the function.

This is a lead role reporting directly to the WFIP – BSE Lead, with a dotted-line reporting relationship to the PACE – Intake, Planning and Benefits Lead. The role partners closely with the PACE Lead to provide oversight of change initiative, sub-initiative, and program resourcing, demand management, and ongoing forecasting and planning processes.

Play a key role in managing the end‑to‑end financial forecasting lifecycle, ensuring accuracy, transparency, and governance across LOB expenses through structured reconciliation, stakeholder collaboration, and timely reporting. In addition, the role provides portfolio management support across the BSE portfolio, including guidance on governance and control activities as needed.

Based in India, this role will work closely with BSE colleagues in India and collaborate extensively with teams across the US, EMEA, and APAC regions to support the successful delivery of the BSE portfolio

In This Role, You Will

  • Lead complex initiatives managing all activities in a project life-cycle such as initiation, planning, executing, controlling
  • closing associated with projects that are long-term and cross functional with broad impact, scope and complexity Act as key participant in large-scale project planning and budgets for change management Review, analyze and initiate complex multi-faceted enterprise support operations, organizational systems knowledge and navigation to anticipate change impacts that require in-depth evaluation of multiple factors Ensure full understanding of project impacts that translate into comprehensive engagement strategies Make decisions in complex and multi-faceted situations, demonstrating ownership of the entire process from beginning to end while developing and implementing program and project level processes, procedures and performance metrics Demonstrate understanding of policy, methodology and artifact creation that influence and lead change management to meet deliverables and drive new initiatives Strategically collaborate and consult with stakeholders, project leads, mid-level to senior managers sponsors and business partners to clarify and define project requirements and achieve goals Required Qualifications: 5+ years of Project Management and Methodologies, Strategic Planning experience
  • equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Project Management and Methodologies, Strategic Planning
  • equivalent demonstrated through one or a combination of the following: work experience, training, education Desired Qualifications: Demonstrated experience across a range of change initiatives, including regulatory, compliance, operational risk, people and process
  • business enablement activities. Experience leading regulatory change impacting investment banking and governance within an international investment bank is preferred. Strong experience operating within governance and control frameworks for highly complex and high-risk change initiatives, using formal project management methodologies such as PMI, MSP
  • PRINCE2. Proven experience managing change initiative, sub-initiative
  • program resourcing in complex organizational environments. Ability to influence and engage stakeholders at all levels across businesses and functions to deliver against defined objectives. Strong collaboration skills, with the ability to work effectively across cross-functional and cross-disciplinary teams through both direct management and influence. Ability to operate effectively both as a collaborative team member and as an independent individual contributor. Strong organizational skills, with the ability to manage multiple tasks and workstreams concurrently while prioritizing effectively to deliver on time. Strong analytical capability, including advanced proficiency in Excel and PowerPoint. Excellent written and verbal communication skills, with the ability to tailor messaging and delivery style to different audiences. Job Expectations: Provide oversight of the resource planning process for BSE change initiatives, sub-initiatives
  • programs, working closely with the PACE – Intake, Planning and Benefits Lead and Change Initiative Managers to ensure resource requirements are accurately captured and maintained. Collaborate with Finance, FP&A, change initiative managers
  • other stakeholders to review forecasts, validate expense details
  • drive alignment through structured review meetings. Lead reconciliation of actuals vs. forecast, investigate variances
  • maintain an accurate, up to date Live Forecast file incorporating all adjustments and inputs. Identify, document
  • monitor financial risks and opportunities
  • continuously tracking budget changes and ensuring follow-ups are addressed. Prepare and submit final forecast outputs, develop executive-level reporting (monthly decks)
  • support governance forums to enable leadership decision-making. Develop and maintain management information to support analysis, reporting
  • decision-making for change initiative, sub-initiative
  • program delivery. Document and maintain processes used to manage change initiative, sub-initiative
  • program resourcing to ensure consistency, transparency
  • operational effectiveness. Identify and implement continuous improvement opportunities to strengthen resource management practices across the team. Play a lead role in the annual investment planning process in close partnership with BSE portfolio leads. Enable and upskill the BSE team to become increasingly self-sufficient in resource management practices and processes. Provide management and oversight of agreed portfolio management activities across the shared services team, in alignment with direction from the WFIP BSE Lead. Demonstrate and promote the skills and behaviors required to succeed within the BSE organization. Undertake additional responsibilities as required, including deputizing for peers and assuming delegated responsibilities from the PACE – Intake, Planning and Benefits Lead when needed. Identify, manage
  • escalate issues that may adversely affect the BSE platform or process, customers, delivery, resources
  • supporting systems. Oversee the quality of team data maintained in systems of record, ensuring it meets departmental standards and tolerance thresholds. Create and deliver presentations for executives and senior leaders on change initiative outputs, plans, progress
  • related portfolio matters. Hybrid working model:
  • Number of days working from the office each week: 3 out of 5
  • Shift followed: 1:30 PM IST to 10:30 PM IST
  • Work location: Hyderabad Posting End Date: 18 Jun 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
  • 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)
  • 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
  • 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.

Required skills

Project ManagementStrategic PlanningPMIMSPPRINCE2ExcelPowerPoint
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