Client Performance Analyst 2

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 want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

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

Wealth and Investment Management (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 building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

Primarily responsible for supporting a Financial Advisor(s) and through moderate interaction with prospects, clients, product teams and internal team members, provides analytics to FAs on existing and prospective clients. Performs intensive market research to track new leads and follow-up.  Collects data and analyzes investment performance results for use in developing reports for clients or internal management. Participates in product category meetings. Creates pitch book presentations and materials for existing and prospective client meetings. Verifies accuracy of all portfolio and benchmark performance results and monitors performance trends. Responds to client requests and conducts special projects/analyses.

• 5+ years of performance analysis experience
• Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

• Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition
• Strong analytical skills with high attention to detail and accuracy
• Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
• Excellent verbal, written, and interpersonal communication skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Comprehensive knowledge and understanding of broker-dealer channel
• Brokerage client support experience
• Financial analysis experience

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

CA-SF-Financial District: 150 California St - San Francisco, CA

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.