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Lead Analytic Consultant - CR Analytics Wealth and Investment Management

Why Wells Fargo:

This is where your true career begins. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.  At Wells Fargo, we support employees’ career aspirations and growth. We’re proud of our employee-welfare-centered business approach and our commitment to diversity, equity, and inclusion in the workplace.

We offer competitive salaries and one of the richest benefits packages in the industry. Our Total Rewards program focuses on wellness, work-life balance and the financial health of our employees. Our customers invest with us, we invest in you. Apply today.

About this role:

Wells Fargo is seeking a Lead Analytics Consultant for the Customer Remediation Center of Excellence supporting the Remediation Analytics Teams.

This role is focused on working with large data sets that may have incomplete or unclear data dictionaries to satisfy the unique needs of a customer remediation. Working through these data complexities requires performing data validation and independent coding expertise through tools such as SQL and SAS, the ability to clearly explain the outcomes of our validation process, and partnering with subject matter experts who have business knowledge to determine the appropriate steps to build our final impact population. Further, this role requires a similar focus on formal documentation to explain the data validation process, requirements development, code rationale, and clear evidence of quality assurance and data validation.

Skillsets that lead to success in this role include advanced coding and data validation abilities, strong partnership skills to identify risks and present alternatives to leadership and key stakeholders for potential solutions, and the ability to work independently between meetings with key partners to build and continually revise requirements until we are certain that we have a fully accurate customer population. This role is suited for a tenacious Lead Analytic Consultant with Wealth and Investment (WIM) and/or Commercial Banking (CB) experience who enjoys solving complex data challenges, independently writing code, partnering with line of business subject matter experts, and building thorough documentation.  This role does not build dashboards, but instead has a unique focus on building impacted customer populations through exploratory and data validation activities.

In this role, you will:

  • Provide end-to-end ownership of analysis efforts including requirements development, code development, documentation and validation.

  • In this role, you will not create dashboards or reporting.

  • Put forth strong consultative and partnership skills while leading discussions on project calls.

  • Explore, evaluate, design, test and validate high level regulatory remediations strategies, quality and data.

  • Fully document actions taken and validation steps throughout the analytics remediation process.

  • Provide up-front data discovery and analytics supporting Remediation Analytics, as well as defining and implementing data strategies for new remediations.

  • Contribute to the development of analytic strategies to address multiple impact scenarios, working independently to resolve data across complicated data sources.

  • Ensure adherence to compliance and legal regulations and policies on all projects managed.

  • Collaborate and consult with peers, colleagues, and more experienced managers to resolve issues and achieve goals.

  • Lead projects and occasionally serve as a mentor to peers.

Required Qualifications, US:

  • 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience with independent data validation.

  • 3+ years of coding experience with SQL & SAS.

  • Experience with gathering requirements and translating them into code logic.

  • Experience in gathering, analyzing and interpreting large datasets.

  • Excellent root-cause analysis skills.

  • Ability to take analytics findings and be able to build business cases to influence decisioning.

  • Experience with customer remediation.   

  • Strong analytical skills with high attention to detail and accuracy.

  • Ability to interact with integrity and a high level of professionalism with all levels of team members and management.

  • Excellent verbal, written, and interpersonal communication skills.

  • Experience in Financial Services working with line of business data, which could include Wealth & Investment Management or Commercial Banking is preferred.

Job Expectations:

  • Ability to travel up to 10% of the time.

  • This position is not eligible for Visa sponsorship.

  • Ability to work on site per Wells Fargo's standard operating model in one of the listed locations.

Posting Locations:









The Chief Operating Office Functions adhere to a location strategy; therefore, your candidacy may be determined based on your current location. Remote work locations are not available for these roles, so if you are not in a location listed on the posting, you must commit to relocation within an agreed upon timeframe.

Posting End Date: 

1 Aug 2024

*Job posting may come down early due to volume of applicants.

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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

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