Wealth Management Referral Solutions Architect

Wells Fargo

Base: $87,000.00 - $154,000.00; bonus/equity: ince...
Hybrid
4+ years business execution experience
Process architecture design
Business requirements authoring

Salary

Base: $87,000.00 - $154,000.00; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), Paid time off, Tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years Business Execution experience
  • Process architecture design
  • Business requirements authoring
  • Agile delivery methodologies
  • Risk and control documentation
  • Cross-functional partner influence

Nice-to-have

  • Wealth & Investment Management domain knowledge
  • Data analysis with Tableau or Power BI
  • SQL reporting and dashboard creation
  • Executive-level communication skills
  • Change management leadership
  • Workflow case management experience

Key Requirements

  • 4+ years of relevant experience
  • Experience in Wealth & Investment Management
  • Ability to document audit-ready processes
  • US work authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter