Wells Fargo

Business Banking Research and Insights Lead

San Francisco, CA New York, NY
USD 96k - 206k
Description

About this role:

Wells Fargo is seeking a Business Banking Research and Insights Lead (Lead Analytics Consultant) to support B2B banking insights and research that will help to shape positive customer and business outcomes. Reporting to the Head of Market Research within Consumer Insights, this role will help Wells Fargo bring insights to drive customer-centric decision-making for product development, experience enhancement, marketing optimization and more.  The ideal candidate for this role has experience in B2B research management, specifically focused on small and midsize businesses, and strong familiarity of B2B syndicated research. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Lead Market Research programs related to Wells Fargo Small and Business Banking

  • Consult with business partners to understand business strategies and challenges

  • Develop learning agendas and design research programs to address business needs

  • Manage research programs from requesting vendor proposals to executing market research programs (qualitative and quantitative) and delivering compelling insights to drive business decisions

  • Lead methodology selection and analytic plan recommendations

  • Leverage communication skills to prepare tailored communications, reports and professional presentations

  • Socialize and present findings along with recommendations to business partners at all management levels

  • Collaborate and influence decision-making with actionable recommendations

  • Provide day-to-day project management to execute programs within budgets, timelines, and legal/compliance requirements

  • Collaborate with other Insights professionals to identify opportunities for creating efficiencies and modernizing insight practices

  • Stay abreast of research technique advances while complying with and adhering to all regulations and internal policies related to research execution

Required Qualifications:  

  • 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 5+ years of consumer insights experience

  • Experience managing a variety or market research methods, both quantitative and qualitative

  • Experience managing research studies with small and medium sized business, revenues up to $25 million

  • Ability to synthesize disparate information into strategic insights

  • Knowledge of syndicated research resources focused on small and medium sized businesses

  • Experience with Microsoft Office (Facile in PowerPoint, Excel, and Word)

  • Experience with SPSS, Qualtrics, think-cell, or Tableau

  • Strong relationship building skills; ability to collaborate and influence business decisions

  • Proven track record managing vendors and agency partners

  • Strong organizational skills with the ability to work independently and as a contributor, to motivate participation with peers

  • Ability to be flexible and adjust plans quickly to meet changing business needs

  • Excellent communication, presentation, and interpersonal skills with the ability to engage a wide range of audiences and levels within an organization

  • Self-motivated, energetic and forward thinking, possessing integrity and high ethical standards

  • Enthusiasm and a capacity to overcome barriers and make impactful change

Job Expectations:

  • Ability to travel up to 10% of the time.

  • This position offers a hybrid work schedule.

This position is not eligible for Visa sponsorship.

Posting Location(s):                                          

  • 401 S Tryon St. – Charlotte, North Carolina 28202

  • 150 E 42nd St - New York, New York, 10017

  • 333 Market St - San Francisco, California 94105

  • 1755 Grant St - Concord, California 945420

Required locations listed.  

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$96,600.00 - $206,100.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

6 Feb 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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