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Analytic Consultant 3

Company: Wells Fargo
Location: Saint Louis
Posted on: November 11, 2019

Job Description:

About the Job Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement. Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nation's third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology. The Analytics Consultant will primarily support Relationship Management & Advanced FA Education by producing and managing analytics and reporting required for all initiatives and projects that involve third party asset management firms. Secondarily, the consultant will also be asked to perform complex data analyses that translate information into insights and recommendations for senior management. Support ongoing utilization of internally developed processes, analyses, and algorithms by providing Business Continuity coverage, advanced analytical support, and development of enhanced capabilities. - Manage data and analytics for invoicing processes and supporting functionality between billing platforms. - Support the reconciliation process for large scale initiatives while building strong relationships with Finance and Accounting. - Provide project management support to the Relationship Management Group by serving as liaison with Investment Product Group during the development of internally-built IT solutions. - Leverage data reporting to create business support for strategic relationships - Provide project management support to business unit leaders working on longer term strategic initiatives and projects - Leverage existing reporting across WIM to produce more timely and insightful analytics for strategic relationships - Build-out and/or support of databases, query tools, reporting tools, dashboards for senior level management - Ensure adherence to data management/data governance regulations and policies - Enhance integrity and consistency of Advisor data across WFA by working with others across the organization to develop and implement standardized definitions and governance controls on the data distributed to internal partners and Strategic Relationships Required Qualifications - 5 years of reporting experience, analytics experience, or a combination of both; or a BS/BA degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 3 years of reporting experience, analytics experience, or a combination of both Desired Qualifications - Extensive knowledge and understanding of research and analysis - Strong analytical skills with high attention to detail and accuracy - Excellent verbal, written, and interpersonal communication skills - Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills - A BS/BA degree or higher - Exposure to Wells Fargo BDW (Brokerage Data Warehouse) application Other Desired Qualifications - Microsoft SQL Server and SQL DB2 languages - Proven experience creating and delivering complex ad-hoc data analysis and reporting - Demonstrated ability to support or manage multiple small to mid-sized projects consisting of various levels of complexity - Superior written and verbal communication skills with the ability to communicate data into business development strategies. - Relationship Management skills with the ability to influence at the manager level. - Strong analytical and decision-making skills with experience using data to make actionable recommendations - Effective business acumen and time management skills - Ability to summarize information to appropriate level of detail and deliver results to management and senior leaders. - Demonstrated ability to build and sustain relationships with colleagues, partners, and clients. - Financial Service industry experience strongly preferred, brokerage experience ideal Salary Information The salary range displayed below is based on a Full-time 40 hour a week schedule. MO-Saint Louis: Min: $69,400 Mid: $97,800 Street Address MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, St. Louis , Analytic Consultant 3, Professions , Saint Louis, Missouri

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