Senior Lead, ALM Executive Analyst

Job summary

Charlotte

Work model

Hybrid · 3 days home
1 month ago
Job description

About the Role

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.

Key Responsibilities

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.

Qualifications

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.

Posting Details

  • Posting End Date: 16 Jun 2026
  • Job posting may come down early due to volume of applicants.

Equal Opportunity and Policies

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. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance).

  • 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.
  • Recruitment Requirements: Third-Party recordings are prohibited. Candidates must directly represent their own experiences during the hiring process.