Senior Business Intelligence Consultant - WIM Operations Data, Analytics and Reporting (DAR)

Posted 5 Hours Ago
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead BI initiatives for Wealth & Investment Management operations by designing dashboards, diagnostic analytics, and metrics (productivity, SLAs, capacity). Analyze complex datasets, translate stakeholder requirements into KPIs and reports, mentor junior staff, collaborate with engineering teams on data availability/quality, and drive adoption of data-driven decision-making.
Summary Generated by Built In
Why Wells Fargo
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Business Intelligence Consultant to join our Wholesale Operations Data, Analytics and Reporting Team, specifically in support of Wealth & Investment Management (WIM) operations.
This position entails using data analytic skills and methods to solve problems, create metrics and reports, perform analyses, provide feedback, and deliver insights to senior leaders to better run their business. This includes areas related but not limited to productivity, SLAs, capacity, and other operational performance metrics.
In this role, you will:
  • Lead or participate in moderately complex initiatives within the Business Intelligence functional area and contribute to large-scale planning related to business intelligence deliverables that enable clear and consistent delivery of insights
  • Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of data interpretation and visualization methods to create diagnostic analytics and dashboards
  • Independently resolve moderately complex issues and lead team to meet data-related deliverables as it contributes to developing intuitive compelling outputs used to inform decisions and strategy
  • Leverage a solid understanding of data structures, domain specific knowledge, and the end-user experience to impact the final data visualization product, which includes dashboards, reports, insights, or analyses
  • Collaborate and consult with peers, colleagues, and mid-level managers to achieve goals related to assessing business needs and producing actionable insights and trends leveraging data visualization and business intelligence
  • Lead projects, teams and serve as a mentor for lower-level staff
  • Work to drive adoption of insights and metrics as a resource for the company to enable a data-driven decision-making approach
Required Qualifications:
  • 4+ years of business intelligence and data visualization experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Proven experience: eliciting, analyzing, and documenting business requirements, with the ability to translate stakeholder needs into clear functional specifications, KPIs, and success metrics - developing reports using Power BI.
  • Strong ability to analyze end-to-end business processes, identify inefficiencies, and recommend data-driven improvements, including leveraging technology solutions such as low-code platforms (e.g., Microsoft Power Apps).
  • Experience partnering with business stakeholders to define reporting and analytics requirements, ensuring dashboards, metrics, and insights align with business goals and user needs (hands-on development experience is a plus).
  • Working knowledge of modern, cloud-based data ecosystems (e.g., Google Cloud Platform, BigQuery), with the ability to collaborate effectively with data engineering and BI teams on data availability, quality, and semantic definitions.
  • Solid understanding: of core data concepts, including data modeling, transformations, and data quality principles, enabling effective communication between business and technical teams.
  • Demonstrated ability to analyze large, complex datasets to identify trends, risks, and opportunities, and translate findings into actionable recommendations for business leaders.
  • Experience supporting the modernization of legacy reporting and analytics solutions by refining business requirements, improving usability, and aligning to evolving business needs.
  • Excellent communication facilitation and storytelling skills, with the ability to clearly present insights, recommendations, and trade-offs to both technical and non-technical audiences.
  • Experience working in agile or iterative delivery environments, utilizing tools such as Jira and Confluence to manage requirements, document decisions, and support cross-functional collaboration.
  • Knowledge or experience within the WIM line of business is preferred.
Job Expectations:
  • Ability to work at one of the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
  • This position is not eligible for Visa sponsorship.
  • Ability to travel up to 10% of the time.
  • Ability to work additional hours as needed.
Posting Location:
  • Charlotte, NC
The Global Operations 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 self-relocation within an agreed upon timeframe.
Posting End Date:
18 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.
#BI-Hybrid

Skills Required

  • 4+ years of business intelligence and data visualization experience
  • Ability to work on a hybrid schedule in a listed office location (3 days in office) and relocate if not local
  • Must be eligible to work without visa sponsorship (this position is not eligible for visa sponsorship)
  • Ability to travel up to 10% of the time
  • Experience developing reports using Power BI
  • Experience with low-code platforms such as Microsoft Power Apps
  • Working knowledge of cloud-based data ecosystems (e.g., Google Cloud Platform, BigQuery)
  • Solid understanding of data concepts including data modeling, transformations, and data quality principles
  • Experience working in agile or iterative delivery environments using tools such as Jira and Confluence
  • Experience analyzing large, complex datasets and translating findings into actionable recommendations

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
  • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
  • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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