Wells Fargo is seeking a Senior Research Analyst - Investment Stewardship and Proxy Voting (Senior Retail Investment Research Analyst) to join the Wells Fargo Investment Institute (WFII) as part of Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
- Help lead effort to develop proxy voting policies and guidelines in conjunction with Investment, Compliance, Risk, Legal, Business teams, and third-party vendor support
- Research and provide recommendations on proxy proposals
- Work with internal groups and third-party systems and services to develop and support ongoing proxy voting operations and required reporting
- Develop expertise in third-party vendor platforms and proxy voting infrastructure and administration to ensure proper submission and execution of proxy votes
- Develop and implement standardized controls and reconciliation processes to ensure flawless execution of processes and procedures and that all regulatory and client obligations are met
- Oversee and execute processes focused on developing policies and enacting decisions that are in the best interests of clients in seeking to enhance shareholder value and require strong investment and business policy acumen
- 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years working experience in investment stewardship research, analysis, and proxy voting
- Demonstrated ability to build successful partnerships with internal investment teams and third-party vendors
- Proficient working knowledge of MS Office Suite
- Master's degree or CFA (Chartered Financial Analyst)
- Demonstrated ability to communicate effectively with internal compliance and risk teams, and externally with third-party service providers
- This position is not eligible for Visa sponsorship
- This position offers a hybrid work schedule
- 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 about expectations during the recruitment process.
- 2801 North Market Street - St. Louis, MO 63103
5 Aug 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 Retail Investment Research experience (or equivalent)
- 2+ years experience in investment stewardship research, analysis, and proxy voting
- Proficient working knowledge of MS Office Suite
- Master's degree or CFA (Chartered Financial Analyst)
- Demonstrated ability to communicate effectively with compliance, risk teams, and third-party service providers
- Ability to build partnerships with internal investment teams and third-party vendors
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.
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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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