Wells Fargo Logo

Wells Fargo

Senior Lead, ALM Executive Analyst

Posted An Hour Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Wells Fargo is seeking a Senior Lead, ALM Executive Analyst (Asset Liability Management), to lead a strategic portfolio of high-impact initiatives, reports, and presentations within our Treasury function. This role is ideal for a seasoned finance professional with a strong background in balance sheet management, stakeholder management, regulatory compliance, and process management.
Wells Fargo Treasury is responsible for managing Wells Fargo's balance sheet including capital, liquidity, funding, and interest rate risk management. Treasury seeks to ensure Wells Fargo always maintains sufficient capital and liquidity resources to support growth in the Company's businesses, while also ensuring a satisfactory financial cushion exists to protect against unforeseen stresses in the economic environment or the Company's operations. Treasury also provides regulators, senior leaders, and the Board of Directors with key information to support risk management, financial performance management, and strategic planning.
The Balance Sheet and Interest Rate Risk Management (BSIRRM) Group performs quantitative analysis of balance sheet behavior and has primary responsibility to measure interest rate risk (IRR). The group oversees IRR simulation models, provides Management with balance sheet and risk profile insights, and contributes to the generation of risk management strategies.
In this role, you will:
  • Lead a critical treasury finance function, delivering cohesive and strategic presentation materials for senior-level committees and external reporting, ensuring compliance with regulatory requirements.
  • Coordinate with cross-functional teams-including Investor Relations, Regulatory Relations, and data providers-to ensure timely, accurate, effective, and governance-compliant deliverables.
  • Advise senior leadership on content strategy and support the BSIRRM team across a range of topics including market trends, regulatory developments, and strategic initiatives.
  • Drive process improvements and risk control enhancements by providing technical insights and recommending best practices.
  • Implement key risk initiatives and lead critical processes within a robust risk management framework.
  • Collaborate with peers and leadership to resolve issues and achieve strategic goals.
  • Exercise independent judgment while developing deep knowledge of treasury functions, policies, and compliance requirements.

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

Desired Qualifications:
  • Deep understanding of financial institution balance sheets, risk areas, and financial forecasting.
  • Strong knowledge of banking regulations and financial performance analysis.
  • Proven experience managing high-governance financial analytics and leading cross-functional initiatives.
  • Exceptional attention to detail and experience with executive-level written and verbal communication
  • Expertise in risk management disciplines such as model risk, operational risk, and financial risk
  • Strong stakeholder management
  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • Experience working with QRM, Essbase, Python and emerging AI technologies is preferred

Job Expectations:
  • This position offers a hybrid work schedule from our 550 S. Tryon Street, Charlotte, NC location.
  • Internal candidates located in a finance location will be considered
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa sponsorship.

Specific compliance policies may apply regarding outside activities and/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 about expectations during the recruitment process.
Posting End Date:
16 Jun 2026
*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.
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 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.
#BI-Hybrid

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

An Hour Ago
Hybrid
Charlotte, NC, USA
77K-121K Annually
Senior level
77K-121K Annually
Senior level
Fintech • Financial Services
Lead tax withholding and reporting operations for institutional investment clients, partnering with vendors and internal stakeholders to ensure compliance with IRS regulations, implement new rules and technology solutions, resolve exceptions, and drive strategic, process, and control initiatives across Corporate Investment Banking.
Top Skills: Broadridge Tax Managed ServiceBusiness IntelligenceIhs Markit CtiIhs Markit IpsScivantage MaxitSilver Cost BasisSovos
An Hour Ago
Hybrid
Charlotte, NC, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Premier Banker manages affluent customer relationships, offering tailored banking solutions and proactive outreach while coordinating with other financial professionals.
Top Skills: Digital ToolsFinra Series 6Finra Series 63State Insurance Licenses
Junior
Fintech • Financial Services
Manage end-to-end execution of commercial letter of credit activities including issuance, rebookings, pricing, billing, system booking in nCino, compliance with credit guidelines, stakeholder coordination, onboarding support, reporting to agent banks, remediation of past-due fees, and mentoring junior staff while supporting process improvements and audit inquiries.
Top Skills: AfsCeo Trade (Vantage)CornerstoneCorsDocumentumIcmpLoan Iq (Liq)ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordNcinoRelationship Management Information (Rmi)Tradeworks

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account