Charlotte, North Carolina, United States · Hybrid
Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our cu…
Skills: Business Intelligence, Data Visualization, Power BI, Microsoft Power Apps, Google Cloud Platform
Charlotte, North Carolina, United States · Hybrid
$34/hr–$48/hr
TRAC Sales Support TRAC Sales Support Specialists act as an extension of the TIAA Retirement and Consulting teams by providing support in the areas of pipeline management, proactive outreaches, money movement, documentat…
Skills: Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Customer And Client Focus, Oral Communications, Risk Management, Written Communications
Charlotte, North Carolina, United States · On-site
$35/hr–$37/hr
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping t…
Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset
Charlotte, North Carolina, United States · Hybrid
$28/hr–$43/hr
About this role: Wells Fargo is seeking a Credit Risk Associate within the Wealth & Investment Management (WIM) Credit Risk Team. This role is structured as a development pathway for high-potential talent to progress tow…
Skills: Credit Risk Assessment, Scenario Analysis, Stress Testing, Financial Statement Analysis, Underwriting
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Customer And Client Focus, Oral Communications, Risk Management, Written Communications
Charlotte, North Carolina, United States · On-site
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Cash Handling, Client Relationship Building, Sales, Interpersonal Communication, Microsoft Office
Charlotte, North Carolina, United States · On-site
Overview About CCR CCR Commercial Refrigeration is a global leader in sustainable refrigeration solutions for food retail and industrial applications. We design and manufacture high-efficiency refrigeration systems, disp…
Skills: Procurement, Order-to-Cash, Purchase-to-Pay, ERP Systems, SAP
New York, New York, United States · On-site
$82k–$173k/yr
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Client-facing deal execution rol…
Skills: Asset Securitization, Credit Underwriting, Financial Modeling, ABS 144a, ABS 4a2
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Financial Accounting, Financial Analysis, Reporting, Stakeholder Management, Attention To Detail
Charlotte, North Carolina, United States · On-site
At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our busin…
Skills: Portfolio Management, Asset Allocation, Client Relationship Management, Investment Analysis, Multi-Asset Class Strategy
Charlotte, North Carolina, United States · Hybrid
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Oracle Fusion Cloud EPM, Financial Consolidation and Close, Account Reconciliation, EDM, Reporting
Charlotte, North Carolina, United States · On-site
$84k–$106k/yr
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Financial Modeling, Leveraged Buyout Analysis, Discounted Cash Flow Analysis, Valuation Analysis, Financial Due Diligence
Charlotte, North Carolina, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Charlotte, North Carolina, United States · Hybrid
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Skills: Exercise Planning, Scenario Development, Cyber Exercise Execution, Incident Response, Agile Management
Charlotte, North Carolina, United States · Hybrid
$104k–$145k/yr
Wealth Product Manager The Director, Managed Accounts Product Manager is responsible for managing wealth managed accounts products, which includes customer and advisor needs analysis, external benchmarking, and feature d…
Skills: Accountability, Go-To-Market, Product Management, Project Management, Resiliency
Charlotte, North Carolina, United States · Hybrid
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on importan…
Skills: Sell-side M&A Advisory, Origination, Execution, Client Relationship Management, Financial Services Sector Expertise
Charlotte, North Carolina, United States · Hybrid
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. Help us build a better …
Skills: C++, Java, Python, Linux, Unix
Charlotte, North Carolina, United States · Hybrid
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. Help us build a better …
Skills: SQL, Python, SAS, Power BI, Tableau
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Python, Ansible, Java, Bash Scripting, Data Structures
Charlotte, North Carolina, United States • Hybrid
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Lead the development of diagnostic analytics and dashboards to provide operational insights for Wealth & Investment Management. Collaborate with stakeholders to translate business needs into actionable metrics and drive data-driven decision-making.
Requires 4+ years of experience in business intelligence and data visualization. Desired skills include proficiency in Power BI, cloud data ecosystems like GCP, and experience with agile delivery tools.
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.
Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
Wells Fargo is seeking a Senior Business Intelligence Consultant to join our Wholesale Operations Data, Analytics and Reporting Team, specifically in support of Wealth & Investment Management (WIM) operations.
This position entails using data analytic skills and methods to solve problems, create metrics and reports, perform analyses, provide feedback, and deliver insights to senior leaders to better run their business. This includes areas related but not limited to productivity, SLAs, capacity, and other operational performance metrics.
Lead or participate in moderately complex initiatives within the Business Intelligence functional area and contribute to large-scale planning related to business intelligence deliverables that enable clear and consistent delivery of insights
Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of data interpretation and visualization methods to create diagnostic analytics and dashboards
Independently resolve moderately complex issues and lead team to meet data-related deliverables as it contributes to developing intuitive compelling outputs used to inform decisions and strategy
Leverage a solid understanding of data structures, domain specific knowledge, and the end-user experience to impact the final data visualization product, which includes dashboards, reports, insights, or analyses
Collaborate and consult with peers, colleagues, and mid-level managers to achieve goals related to assessing business needs and producing actionable insights and trends leveraging data visualization and business intelligence
Lead projects, teams and serve as a mentor for lower-level staff
Work to drive adoption of insights and metrics as a resource for the company to enable a data-driven decision-making approach
4+ years of business intelligence and data visualization experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proven experience: eliciting, analyzing, and documenting business requirements, with the ability to translate stakeholder needs into clear functional specifications, KPIs, and success metrics – developing reports using Power BI.
Strong ability to analyze end-to-end business processes, identify inefficiencies, and recommend data-driven improvements, including leveraging technology solutions such as low-code platforms (e.g., Microsoft Power Apps).
Experience partnering with business stakeholders to define reporting and analytics requirements, ensuring dashboards, metrics, and insights align with business goals and user needs (hands-on development experience is a plus).
Working knowledge of modern, cloud-based data ecosystems (e.g., Google Cloud Platform, BigQuery), with the ability to collaborate effectively with data engineering and BI teams on data availability, quality, and semantic definitions.
Solid understanding: of core data concepts, including data modeling, transformations, and data quality principles, enabling effective communication between business and technical teams.
Demonstrated ability to analyze large, complex datasets to identify trends, risks, and opportunities, and translate findings into actionable recommendations for business leaders.
Experience supporting the modernization of legacy reporting and analytics solutions by refining business requirements, improving usability, and aligning to evolving business needs.
Excellent communication facilitation and storytelling skills, with the ability to clearly present insights, recommendations, and trade-offs to both technical and non-technical audiences.
Experience working in agile or iterative delivery environments, utilizing tools such as Jira and Confluence to manage requirements, document decisions, and support cross-functional collaboration.
Knowledge or experience within the WIM line of business is preferred.
Job Expectations:
Ability to work at one of the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
This position is not eligible for Visa sponsorship.
Ability to travel up to 10% of the time.
Ability to work additional hours as needed.
Posting Location:
Charlotte, NC
The Global Operations functions adhere to a location strategy; therefore, your candidacy may be determined based on your current location. Remote work locations are not available for these roles, so if you are not in a location listed on the posting, you must commit to self-relocation within an agreed upon timeframe.
Posting End Date:
18 Jul 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.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Offices: 420 Montgomery St, San Francisco, California 94103, US · 420 Montgomery St, San Francisco, CA 94163, US · Outer Ring Road, Bengaluru, Karnataka 560103, IN · 1 Queen's Rd E, Wan Chai, Hong Kong, HK
Based on 584 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 1,565 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, U.S. Bank, among others. Browse the listings above to see every active employer.
Yes — 737 of the 1565 open finance & accounting positions offer remote or hybrid work (101 remote, 636 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
