Wells Fargo

Lead Finance Analyst - WIM Lending

Wells Fargo$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Finance experience or equivalent in work, training, military, or education.
  • Experience in supporting wealth, consumer or commercial lending business preferred.
  • Familiarity with mortgage pricing frameworks is advantageous.
  • Ability to leverage AI tools for analytical improvements.
  • Strong oral and written communication skills for presenting complex financial topics.
  • 5+ years of experience in Wealth or Private Banking sectors preferred.
  • Proficiency in BI tools like Essbase or Tableau.

Responsibilities

  • Lead complex financial research initiatives and reporting.
  • Provide technical expertise in financial analysis to support management decisions.
  • Research and recommend strategies for forward financial planning.
  • Support management of product pricing and portfolio performance.
  • Evaluate technical challenges involving multiple factors and intangibles.
  • Ensure effective reporting aligns with brand and internal standards.
  • Manage the implementation of initiatives across multiple business lines.
  • Drive new initiatives while adhering to policies and compliance.
  • Collaborate with colleagues to resolve issues and achieve business goals.
  • Act as the financial analysis lead for Custom Lending and mortgage, including metrics reporting.
  • Support profitability analysis for Lending products and guide junior analysts.

Benefits

  • Opportunity to lead strategic initiatives within Custom Lending and Mortgage portfolios.
  • Collaborative work environment with experienced professionals.
  • Exposure to advanced analytical tools and frameworks.
  • Hands-on involvement in financial decision-making processes.
  • Role that shapes pricing strategies and product performance metrics.
Full Job Description

About this role:

The Lead Finance analyst will be the strategic finance partner on a day-to-day basis supporting WIM's Custom Lending and Mortgage portfolios, and pricing strategies.


In this role, you will:

  • Lead complex initiatives on matters related to financial research and reporting as well as financial consulting related to business performance
  • Provide companywide advice and technical expertise on matters related to complex financial analysis as well as economic research in support of management decision making functions
  • Research strategies and make recommendations for forward financial planning
  • Provide support to more experienced professionals in the management of product pricing, portfolio performance, closing research and validation
  • Review technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors
  • Make decisions in maintaining effective and efficient reporting delivery that meets brand standards and internal control standards
  • Lead implementation of the most complex initiatives impacting multiple lines of business companywide
  • Meet deliverables and drive new initiatives with solid understanding of policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Leadbusiness contact for the Custom Lending and mortgage business, responsible for financial analysis and key metrics reporting, and business analytics, and pricing
  • Interface with the Product Management team, and support profitability analysis across Lending products
  • Review and guide junior analysts in the team.


Required Qualifications:

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


Desired Qualifications:

  • Prior experience supporting a wealth, consumer or commercial lending business.
  • Prior experience with mortgage pricing frameworks.
  • Champion strategic finance, leverage AI tools to improve efficiency and build analytical frameworks
  • Embrace change in a manner that mitigates risk and organizational confusion
  • Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to all audience.
  • 5+ years of experience in Wealth or Private Bank
  • Proficiency in BI tools Essbase, and/or Tableau.

Posting End Date:

1 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.

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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.

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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.

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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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