Executive Director - Affluent/Premier Senior Lead Finance Analyst
Wells Fargo Bank
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, educationDesired 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 businessesLocationCharlotte, North CarolinaWest Des Moines, IowaPosting End Date: 7 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.SummaryLocation: CHARLOTTE, NC; WEST DES MOINES, IAType: Full time
- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial... ...of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial...SeniorFull timeWork experience placement
- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE)... ...deepens, and manages relationships with affluent customers and those with more complex financial... ...for growth-oriented professionals who lead with advice to acquire and deepen...SeniorTemporary workWork experience placementImmediate start
- ...is one of the United States' leading providers of financial and investment... ...:Wells Fargo is seeking a Senior Lead Product Manager - WIM... ...of banking solutions to WIM affluent and high-net-worth clients.... ...ensure regulatory compliance and execution excellence.Success in this...SeniorFull timeWork experience placementWork at officeFree visa
$112.5k - $147.5k
Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more... ....What you’ll be responsible for: Circle is looking for a Senior Finance Systems Analyst to join the growing Finance Systems team that will play a...SeniorWork experience placementFlexible hours$130.9k - $154k
...ready to build the future of finance alongside people who refuse... ...of Coinbase's strategic execution, translating our ambitious... ...informed trade offs As a Senior Financial Analyst on the FP&A team, you'll serve... ..., and cross-functional leads to translate financial insights...SeniorLocal area- ...About this role:Wells Fargo is seeking a Lead Underwriter within the Cards and Personal... ...credit decisioning for high-net-worth and affluent customer credit card requests, including... ...customers and company. They are accountable for execution of all applicable risk programs (Credit,...Full timeWork experience placementWork at officeRelocation package
- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering... ...Provide direct support to the divisional Private Wealth Management Executive, including investment and risk management approvals and...SeniorFull timeWork experience placementWork at office
- RingCentral is seeking a Senior Financial Analyst for Subscription COGS and IT to lead planning, forecasting, and reporting. You will partner with operations to drive... ...COGS processes, and present findings to senior finance leaders. The ideal candidate has strong analytics,...Senior
$80.31k - $110.42k
...Senior Finance Analyst, COC CommercialCorning is one of the world's leading innovators in glass, ceramic, and materials science. From the depths of the ocean to the farthest... ...small group, cross-functional/team and executive interactionsExpertise in Excel, PowerPoint; strength...SeniorFull time- ...global operations group enabling execution and servicing across a diverse... ...Mortgage Loan & Securities Finance (CMLSF), and Fund Finance Group... ...Wholesale Lending Operations Senior Manager for its Structured Products... ...at Job Responsibilities: Lead, mentor, and develop a team of...SeniorFull timeWork experience placementWork at office
$158k - $217k
Partner Solution Lead, Databricks - East RegionWho You’ll Work WithSlalom helps clients use data, AI, and... ...delivery capabilities. This role is ideal for a senior technical leader who can move comfortably between executive conversations, solution architecture, partner...SeniorTemporary workLocal area$134.96k - $202.44k
...Management is building a strategic execution hub in Charlotte and is... ...for a seasoned professional to lead day-to-day crisis response... ...Management Execution Lead role is a senior individual contributor and... ...Commanders (up to Managing Director Level) during unfolding...SeniorFull timeLocal areaShift work$150k - $170k
...bring MORE change to the world. Learn about the Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT portfolio management and governance processes across the IT...SeniorFull timeWork at officeImmediate startRemote workWork from homeFlexible hours$110k - $160.91k
...infrastructure is essential. This role is focused on leading and overseeing routing and siting... ..., Electric Transmission Line Siting Senior Lead, you will serve as a technical and... ...and siting strategies, managing project execution, and serving as a trusted advisor to...SeniorFull timeFixed term contractCasual workWork at officeRemote workFlexible hoursShift work- About this role: Wells Fargo is seeking a Senior Lead Digital Product Manager who will serve as the product leader for the modernization... ...technologies and determine their role within the target-state platform.Executive Leadership & Organizational InfluenceLead enterprise decision-...SeniorFull timeWork experience placementWork at office3 days per week
- ...Technology Portfolio & Capacity Management Senior Lead within Consumer Technology team. This... ...trusted partner to Technology, Business, and Finance leadership, integrating capacity, demand... ...planning, workforce alignment, and executive-level reporting across Consumer Technology...SeniorFull timeWork experience placement
$149.52k - $175.9k
...sustainability.Essential ResponsibilitiesDefine and execute the strategic roadmap for HP NonStop (... ...for all supported environments.Lead production operations, incident management... ...plans, and investment recommendations to senior leadership.Ensure platform compliance with...SeniorFull timeWork experience placementLocal area3 days per week- ...Senior Vice President, CSIS Crisis Management Execution Lead About the Company Renowned commercial investment banking company with an international reach... ...Services Brokerage Business Common Purpose Finance Financial Ingenuity Financial Responsibility...Senior
- About this role:Wells Fargo is seeking a Senior Lead Treasury Management Consultant within... ...with Treasurers, Assistant Treasurers, Directors of AP and AR to help re-engineer client... ...and company. They are accountable for execution of all applicable risk programs (Credit...SeniorFull timeWork experience placement
- ...Data Integration & AI Agent Specialist to support a multi‑year Finance Transformation initiative. This role will design, build, and optimize... ...to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But...SeniorFull timeWork at office
- ...Clark Construction Group in Charlotte, NC is seeking a Superintendent to lead field operations, oversee self-performed and contracted work, and ensure compliance with contract documents and the project schedule while promoting safety and quality. Responsibilities include...SeniorContract work
$88.9k - $150k
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and... ...visit .The Regional Medicaid Lead is a senior leadership role accountable for the growth... ...for regional Medicaid strategy, drives execution against performance goals, and ensures...SeniorFull timeH1bWork at officeLocal areaRemote workShift work- ...:Wells Fargo is seeking a Sr. Lead Quantitative Analytics Specialist... ...or pricing in the Auto Finance sector.Why Wells Fargo:Are you... ...performance.Provide expert guidance to senior leaders on complex... ...company. They are accountable for execution of all applicable risk programs...SeniorFull timeWork experience placementRelocation package
- ...progressive, fast-growing firm looking for a Senior Associate to join their dynamic team.... ...Collaborate with internal leadership, client executives, and Intuit product specialists to align... ...and payroll processes. Proven ability to lead cross-functional teams in a fast-paced...SeniorFull timeWork at officeLocal areaRemote workFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Control Management Officer to lead the Technology Controls engagement with the Cloud... ...and control governance activities, including preparation of executive-level reporting, risk committee materials, and regulatory updates...SeniorFull timeWork experience placement
- ...structural & miscellaneous steel projects, ensuring complete & traceable takeoffs, accuracy, consistency, and risk awareness across bids. Lead & develop a team of Estimators. Bridge your technical estimating experience with leadership's support, act as a standard for other...SeniorFull timeFor contractorsFor subcontractorWork at office
- ...help top clients shift to the New using leading-edge technologies on the most ground-breaking... ...satisfaction, and community impact.As a Senior Manager, you will be responsible for... ...need:Minimum of 7+ years of experience executing strategic sourcing and procurement projects...SeniorFull timeWork experience placementLive inWork at officeLocal areaShift work
$91.1k - $100.7k
...unity improvements to current workflow processes The Premium Senior (Team Lead) assists the Team Manager in overseeing the management of a... ...improvement; listen to and grade Quality Assurance calls Execute a disciplined approach to all business development strategies...SeniorFull timeWork at officeImmediate startShift workDay shift$168k - $240k
...the evolution of Slalom.The Role: M&A Principal/Senior PrincipalWhat You’ll Do:* Delivery areas include:* Executing operational due diligence* Creating integration strategies... ...You’ll Bring:* Proven M&A experience that has Lead IMO or Technical work streams. Understands...SeniorTemporary workWork at officeLocal areaImmediate start- SAS Retail Services, Inc. in Matthews, NC, is seeking a Sr Category Analyst to support Category Merchandising Teams by developing and delivering reports on merchandising, pricing, financials, and customer behavior. You will optimize assortment and collaborate with stakeholders...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Executive Director - Affluent/Premier Senior Lead Finance Analyst. Be the first to apply!
- nonprofit board member Charlotte, NC
- survey crew chief Charlotte, NC
- technology executive Charlotte, NC
- process executive Charlotte, NC
- executive functioning Charlotte, NC
- senior executive director Charlotte, NC
- chief growth officer Charlotte, NC
- nonprofit executive Charlotte, NC
- chief diversity officer Charlotte, NC
- board member Charlotte, NC


