About this role:
Wells Fargo is seeking a Channel Transfer Business Analyst to support the Financial Advisor Channel Transfer program with a blend of operational analysis, data insights, controls support, and relationship management. This role serves as both an analytical problem solver and a business‑facing partner who can translate data into clear, actionable solutions. This position is the analytical engine behind channel transfer processes. You will pull and interpret data, identify issues, support controls and monitoring routines, and communicate insights to business partners in a clear, actionable way.
This opportunity is ideal for someone who is:
Analytical and outgoing
Strong in Excel and operational analysis
Comfortable explaining “what the data means” and “how to fix it”
Able to troubleshoot, validate, document, and partner across teams
If you enjoy interpreting data, improving processes, troubleshooting issues, and working with cross‑functional partners—this role is an excellent fit.
In this role, you will:
Provide Operational & Analytical Execution
Pull, validate, and analyze operational data using Excel (including formulas, pivot tables, lookups).
Identify patterns, trends, and issues; explain findings in a clear, structured way to partners.
Support evidence gathering for controls, monitoring routines, and risk‑related processes.
Troubleshoot data discrepancies, system issues, and workflow gaps; propose resolutions.
Conduct Business Analysis & Support Problem Solving
Perform research on moderately complex business and operational issues requiring analytical and conceptual skills.
Document processes, controls, and findings with high accuracy and attention to detail.
Contribute to operational enhancements, efficiency efforts, and process improvements.
Work Cross-functionally & Communicate
Act as a business‑facing partner: interpret data, communicate insights, and describe what actions should be taken.
Maintain strong relationships across cross‑functional teams and support leaders through concise updates and recommendations.
Explain not only what the data shows but why it matters and how to solve the identified issue.
Support Programs & Initiatives
Assist in planning and executing risk, efficiency, and customer‑experience initiatives.
Track, manage, and monitor deliverables across multiple workstreams.
Provide structure, follow‑through, and documentation for initiatives and recurring routines.
Required Qualifications:
2+ 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
Desired Qualifications:
Experience in investment operations, including account coding for transitioning a Financial Advisor’s book of business
Proficient Excel skills, including formulas (e.g., VLOOKUP), pivot tables, and data analysis tools.
Familiarity with Beta functions/green screens (preferred but not required)
Experience using Tableau/Power BI for data analysis and reporting
Experience pulling data/queries and troubleshooting operational issues
Advisor Gateway experience is a plus
Expert ability in tracking, updating, and monitoring project or operational deliverables
Analytical mindset with experience in validation, evidence gathering, and control routines
Strong verbal and written communication skills, with the ability to simplify complex information for non‑technical audiences
Highly organized with exceptional attention to detail
Ability to work in a fast‑paced environment, manage multiple tasks, and prioritize effectively
Job Expectations:
Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule with at least 3 days (8 hours per day) in-person each week - this is subject to change in the future.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared during the recruitment process.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA‑registered broker‑dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa sponsorship.
Posting Locations:
2801 Market Street – Saint Louis, MO 63103
550 S. Tryon Street - Charlotte, NC 28202
401 Las Colinas Blvd W - Irving, TX 75039
Posting End Date:
6 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.
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.
