Lead Business Intelligence Consultant- Wholesale Operations/WIM
Today• Shoreview, MN
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About this role:
Wells Fargo is seeking a Lead Business Intelligence Consultant to join our Wholesale Operations Data, Analytics and Reporting Team, specifically in support of Wealth & Investment Management (WIM) operations. This position entails using data analytic skills and methods to solve problems, create metrics and reports, perform analyses, provide feedback, and deliver insights to senior leaders to better run their business. This includes areas related but not limited to productivity, SLAs, capacity, and other operational performance metrics.
- Drive BI Initiatives and Planning - cross-functional complex initiatives with broad impact and act as key participant in large-scale planning for the Business Intelligence functional area that enable clear and consistent delivery of insights
- Analyze and Visualize Complex Data - Review and analyze complex, multi-faceted, longer-term business and technical challenges that require in-depth evaluation of data aggregation and visualization methodology to drive user-centric diagnostic analytics and dashboards
- Translate Business Needs to Technical Specs - Capture and convert business requirements into technical intelligence specifications; oversee the delivery of data, analytics, and reporting solutions for WIM and Wholesale Operations in collaboration with DAR, Technology, and other internal stakeholders.
- Lead Operational Data Support - Make decisions in complex situations requiring solid understanding of data structures, domain-specific knowledge and the end user experience that impact the final data visualization product, which includes dashboards, reports, insights, or analyses
- Insight Generation - Develop impactful dashboards and visualizations for senior leadership, leveraging the latest data and analytics platforms to deliver next-day insights on SLAs, KPIs, and productivity metrics
- Design with Data and User Focus - Use strong knowledge of data structures, domain-specific expertise, and user experience principles to shape final data visualization products such as dashboards, reports, and analytical insights
- Lead Projects and Mentor Staff - Influence and lead a broader work team to deliver data and visual outputs and new initiatives to inform strategy and decision making by the company
- Promote Data-Driven Culture - Champion the adoption of insights and metrics across the organization to support a culture of data-driven decision-making.
- Drive Change - Revise and modernize existing reports by migrating them from older technologies to current platforms with a focus on improving efficiency, automation, and scalability
- 5+ years of business intelligence and data visualization experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of advanced analytics experience, working in large-scale data environments with Power BI or comparable business intelligence platforms.
- Proven track record of consulting with senior business leaders, leveraging deep analytical expertise to deliver actionable operational insights and drive strategic outcomes.
- Expertise in data preparation, blending, and automation using tools such as Alteryx, with a focus on efficiency and scalability.
- Experience designing and deploying low-code applications using Power Apps to optimize and automate business processes.
- Working knowledge of cloud-based data ecosystems, particularly Google Cloud Platform (GCP), including data warehousing, ETL pipelines, and cloud-native analytics.
- Exceptional data storytelling skills, with the ability to interpret complex datasets and translate findings into compelling, business-relevant narratives; operational analysis experience strongly preferred.
- Advanced proficiency in SQL Server, including navigating and optimizing complex stored procedures, nested queries, and job-triggered processes.
- Demonstrated success in modernizing legacy reporting systems, improving performance, usability, and alignment with current business needs.
- Experience with agile work management tools, including Jira for sprint planning and Confluence for collaborative documentation and knowledge sharing.
- Knowledge & Experience of WIM LOB is preferred.
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- Ability to work at one of the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
- This position is not eligible for Visa sponsorship.
- Ability to travel up to 10% of the time.
- Ability to work additional hours as needed.
- Charlotte, NC
- Irving, TX
- Minneapolis, MN
- Chandler, AZ
- Des Moines, IA
- Wilmington, DE
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
27 Sep 2025
* 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.
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.
Client-provided location(s): Shoreview, MN
Job ID: WellsFargo-R-489942-7
Employment Type: FULL_TIME
Posted: 2025-09-24T18:08:41
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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