About this role:

Wells Fargo is seeking a Channel Transfer Business Analyst to support the Financial Advisor Channel Transfer program with a blend of operational analysis, data insights, controls support, and relationship management. This role serves as both an analytical problem solver and a business‑facing partner who can translate data into clear, actionable solutions.  This position is the analytical engine behind channel transfer processes. You will pull and interpret data, identify issues, support controls and monitoring routines, and communicate insights to business partners in a clear, actionable way. 

This opportunity is ideal for someone who is:

• Analytical and outgoing

• Strong in Excel and operational analysis

• Comfortable explaining “what the data means” and “how to fix it”

• Able to troubleshoot, validate, document, and partner across teams

If you enjoy interpreting data, improving processes, troubleshooting issues, and working with cross‑functional partners—this role is an excellent fit.

In this role, you will:

Provide Operational & Analytical Execution

• Pull, validate, and analyze operational data using Excel (including formulas, pivot tables, lookups).

• Identify patterns, trends, and issues; explain findings in a clear, structured way to partners.

• Support evidence gathering for controls, monitoring routines, and risk‑related processes.

• Troubleshoot data discrepancies, system issues, and workflow gaps; propose resolutions.

Conduct Business Analysis & Support Problem Solving

• Perform research on moderately complex business and operational issues requiring analytical and conceptual skills.

• Document processes, controls, and findings with high accuracy and attention to detail.

• Contribute to operational enhancements, efficiency efforts, and process improvements.

Work Cross-functionally & Communicate

• Act as a business‑facing partner: interpret data, communicate insights, and describe what actions should be taken.

• Maintain strong relationships across cross‑functional teams and support leaders through concise updates and recommendations.

• Explain not only what the data shows but why it matters and how to solve the identified issue.

Support Programs & Initiatives

• Assist in planning and executing risk, efficiency, and customer‑experience initiatives.

• Track, manage, and monitor deliverables across multiple workstreams.

• Provide structure, follow‑through, and documentation for initiatives and recurring routines.

Required Qualifications:

• 2+ 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:

• Experience in investment operations, including account coding for transitioning a Financial Advisor’s book of business

• Proficient Excel skills, including formulas (e.g., VLOOKUP), pivot tables, and data analysis tools.

• Familiarity with Beta functions/green screens (preferred but not required)

• Experience using Tableau/Power BI for data analysis and reporting

• Experience pulling data/queries and troubleshooting operational issues

• Advisor Gateway experience is a plus

• Expert ability in tracking, updating, and monitoring project or operational deliverables

• Analytical mindset with experience in validation, evidence gathering, and control routines

• Strong verbal and written communication skills, with the ability to simplify complex information for non‑technical audiences

• Highly organized with exceptional attention to detail

• Ability to work in a fast‑paced environment, manage multiple tasks, and prioritize effectively

Job Expectations:

• Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule with at least 3 days (8 hours per day) in-person each week - this is subject to change in the future​.

• 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 during the recruitment process.

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA‑registered broker‑dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.

• This position is not eligible for Visa sponsorship.

Posting Locations:

• 2801 Market Street – Saint Louis, MO 63103

• 550 S. Tryon Street - Charlotte, NC 28202

• 401 Las Colinas Blvd W - Irving, TX 75039

Posting End Date: 

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