Wells Fargo

Executive Director - Affluent/Premier Senior Lead Finance Analyst

Wells Fargo$120K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of Finance experience or relevant combination of work experience, training, military experience, education.
  • Proven leadership in financial planning, forecasting, and performance management initiatives.
  • Advanced skills in financial modeling and scenario analysis.
  • Strong executive communication skills with experience creating presentations for senior leaders.
  • Demonstrated ability to influence and challenge assumptions constructively in cross-functional environments.
  • Experience in financial services, particularly in areas like consumer banking, affluent banking, and wealth management.

Responsibilities

  • Serve as a senior finance partner to support growth and profitability for the Affluent and Premier businesses.
  • Advise senior leaders on complex initiatives with major business implications.
  • Lead financial analysis and performance reporting for strategic and regulatory processes.
  • Create clear executive storylines articulating performance, risks, and recommendations.
  • Oversee financial forecasting and planning for the Premier channel, including metrics collaboration with leaders.
  • Develop expertise in Affluent and Premier financials and translate data into insights for leaders.
  • Build trusted relationships across various business units and departments.

Benefits

  • Comprehensive health benefits plan.
  • Retirement plans including 401(k) with company match.
  • Career development opportunities within the organization.
  • Work in a dynamic, collaborative environment across departments.
Full Job Description

About this role:

Wells Fargo is seeking a Senior Lead Business Aligned Finance Analyst to support the Affluent and Premier businesses. This highly visible role will serve as a senior finance partner responsible for forecasting, performance management, executive reporting, and strategic decision support.

The successful candidate will combine strong financial acumen, analytical leadership, and executive communication skills to translate complex business and financial information into actionable insights. The role will partner across Consumer & Small Business Banking, Wealth & Investment Management, FP&A, Strategy, Product, Analytics, Risk, and Finance to support business growth, profitability, customer outcomes, and finance transformation.


In this role, you will:

  • Serve as a senior finance partner to the Affluent and Premier businesses, providing insight-driven recommendations that support growth, profitability, and customer outcomes.
  • Advise senior business and finance leaders on complex initiatives with significant business impact.
  • Lead executive-level financial analysis and business performance reporting for strategic reviews, operating committees, earnings-related processes, regulatory requests, and leadership presentations.
  • Develop clear executive storylines that frame performance, key drivers, trade-offs, risks, opportunities, and recommended actions.
  • Lead financial forecasting and planning for the Premier channel business, including key business and financial metrics. Partner with FP&A and business leaders to develop monthly forecasts, annual operating plans, and long-range financial outlooks. Lead analytical and reporting processes supporting month-end close, forecast reviews, business reviews, and executive deliverables.
  • Develop deep subject-matter expertise in Affluent and Premier financial performance, business drivers, customer economics, and key performance indicators. Translate complex financial and operational data into concise, decision-oriented insights for senior leaders.
  • Build trusted relationships across Consumer & Small Business Banking, Wealth & Investment Management, FP&A, Strategy, Product, Analytics, Risk, and Finance.
  • Align cross-functional partners around financial assumptions, performance measures, strategic priorities, and executive deliverables.
  • Lead complex work across organizational boundaries while maintaining clear accountability for outcomes.

Required Qualifications:

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

Desired Qualifications:

  • Proven experience leading complex financial planning, forecasting, performance management, and analytical initiatives.
  • Advanced expertise in financial modeling, scenario analysis, driver-based planning, and translating data into actionable business insights.
  • Strong executive communication skills, including developing presentations, financial narratives, and decision-support materials for senior leaders.
  • Demonstrated ability to influence stakeholders, challenge assumptions constructively, and drive results across cross-functional teams.
  • Experience partnering directly with senior business and finance executives in fast-paced, evolving environments while managing multiple priorities with sound judgment.
  • Background in financial services, including consumer banking, affluent banking, wealth management, deposits, investments, or related businesses

Location

  • Charlotte, North Carolina
  • West Des Moines, Iowa

      Posting End Date:

      7 Sep 2026

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

      About Wells Fargo

      Wells Fargo Careers

      Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

      Work You’ll Do

      At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

      Explore a Multitude of Career Paths

      Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

      Internship Programs

      Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

      Professional Growth and Development

      We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

      Benefits and Rewards

      Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

      Join Our Team

      Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

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      Networking and Innovation

      At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

      Empower Your Career

      Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
      Learn more about Wells Fargo
      Size
      246,577 employees
      Market Cap
      $155.2 billion
      Industry
      Net Income
      $3.3 billion
      Founded
      1852
      5 Year Trend
      -5.9%
      NASDAQ

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