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Data Management Portfolio and Metrics Lead WIM

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Data Portfolio Management and Metrics Lead as part of Wealth and Investment Management. Learn more about the career areas and lines of business at  wellsfargojobs.com .


In this role, you will:

  • Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
  • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
  • Review strategic approaches and effectiveness of support function and business performance
  • Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
  • Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
  • Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
  • Influence, guide and lead less experienced Strategy and Execution staff within the group


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


Desired Qualifications:

  • Business consultation experience in defining key performance metrics, dashboards, or scorecards
  • Ability to develop, automate, and streamline: reports, analytical scorecards, and business reviews
  • 3+ years of data management experience
  • 2+ years of wealth management experience
  • 2 + years of technology portfolio or demand management experience
  • 2+ years of SharePoint experience
  • 1+ year of JIRA experience
  • 1+ year of Tableau experience


Job Expectations:

  • Hybrid in-office model (minimum of 3 days per week in one of the office locations listed). Telework or remote work setting is not available.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.


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