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United States
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Saint Louis
39 jobs found
15.05.2025
WF
Wells Fargo Lead Retail Investment Research Analyst United States, Missouri, Saint Louis
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....
Support less experienced individuals in providing resolutions for client inquiries and complaints. Determine appropriate course of action and conduct investigative steps to fully identify customer issues. Perform complex administrative and...
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and...
Lead or participate in moderately complex lifecycle initiatives and support tasks and act as a participant in large-scale planning and deliverables; identify opportunity for process improvements within Securities Operations. Review...
Perform analysis of findings and trends using statistical analysis and document processes, including Retirement Asset Movement andelectronic communications and as needed. Perform basic or tactical ongoing regulatory, compliance and operational...
Articulates product vision, definition, goals, and direction for teams to design, build and optimize technology and processes for the value stream. Works with leaders, stakeholders & subjection matter experts to...
Manage key brokerage relationships and lead complex initiatives regarding servicing, support and growth. Strategize brokerage needs and provide effective solutions. Identify opportunities for process improvements. Maintain and analyze complex business,...
Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.). Asset class research coverage (equities), which includes maintaining a high-conviction list of products....
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