San Leandro, California

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

o    Building enduring client relationships through sound, thoughtful, and objective advice
o    Developing individualized plans for clients to help meet their financial objectives
o    Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o    Wells Fargo Private Bank serves high-net-worth individuals and families.
o    Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
o    Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The WIM Digital team is responsible for designing and delivering dynamic, innovative, and engaging digital solutions to best serve the evolving needs and preferences of our clients. In addition to maintaining and growing the current digital offerings of Wells Fargo Advisors (WFA) and The Private Bank, the team is responsible for building the next generation of online and mobile investing capabilities and digital servicing experiences. WIM Digital partners closely with SDI and across the organization to drive these changes. 

WIM Digital has three openings within the WFA secure session core experience team. This team is responsible for managing the core online experience for our advised and self-directed clients to make managing their investments easy and intuitive. The Digital Business Analyst (E-Business Consultant 2) is a key contributor to our success in delivering great client experiences.  One of the three roles will support our Apply & Account Setup product area, the second will support our Mobile capability, and the third will support our First Clearing white label business.  

To be a great fit for this role, you will:

  • Be a client advocate to ensure that we are consistently adding value to their digital experiences
  • Have proven experience building great products or digital services  
  • Enjoy collaborating with both internal and external business partners to drive solutions
  • Have exceptional communication skills 
  • Be comfortable in a constantly changing environment
  • Have passion for problem solving
  • Be adept at handling competing priorities 
  • Possess strong analytical and research skills
  • Desire to work within an agile product development environment

Responsibilities include:

  • Drive and capture product requirements and user stories 
  • Collaborate with design partners on UX/UI development 
  • Partner closely with Technology for solution design and delivery
  • Perform site and content reviews to ensure information remains accurate and adheres to legal, risk, accessibility, and compliance requirements
  • Research and resolve defects and production issues 
  • Review and update procedure and training documentation and launch communications
  • Identify opportunities to improve the client’s digital experience by reviewing research and feedback from Voice of Customer sources, user testing, and competitive intelligence 
  • Participate in production validation and regression testing for code releases 

Required Qualifications

  • 4+ years of e-business experience

Desired Qualifications

  • Client service focus with the ability to listen to customer needs and recommend solutions
  • Ability to exercise independent judgment and creative problem solving techniques
  • Knowledge and understanding of brokerage industry: products, services, operational policies, and procedures
  • Experience resolving and working through escalated and complex customer issues
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Outstanding problem solving and analytical skills with ability to turn findings into strategic imperatives
  • Agile experience

Other Desired Qualifications
  • Experience building and implementing digital services

Job Expectations

  • Ability to travel up to 10% of the time

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

MO-Saint Louis: Min: $58,100 Mid: $81,900 Max: $105,700
NC-Charlotte: Min: $58,100 Mid: $81,900 Max: $105,700

Street Address

MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO
NC-Charlotte: 401 S Tryon St - Charlotte, NC


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.
    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


Visit for benefits information.

San Leandro, California

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re committed to hiring and retaining military veterans, veterans with disabilities, National Guard, Reservists, and Military Spouses.

As a Wells Fargo employee, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Connection Employee Resource Group, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit Let’s talk about turning your military experience into a great civilian career.

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