Market Analyst jobs in United States, Florida, Tampa

Job Description:

In this role, you will:

• Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms

• Partner with Strategic Partners and Internal Centers of Influence to drive sales results

• Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances

• Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

• Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others

• Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

• Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

• 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

• Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

• Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

• Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

• Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

• Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.

Job Expectations:

• In-market travel required on a daily basis.

• FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

• Specific compliance policies may apply regarding outside activities 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. Information will be shared about expectations during the recruitment process.

• This position is not eligible for Visa sponsorship

Job Locations:

• 9110 Strada Place, Naples, FL 34108

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​

This job is responsible for reviewing complex products for the prevention and detection of possible fraud. Key responsibilities include researching and analyzing of account activity to assess levels of risk and fraud. Job expectations include completing inbound and outbound calls, taking appropriate action based on transaction characteristics of greater complexity, performing functions related to research, and resolving fraudulent activity and service support.

Responsibilities:

• Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity, and restrict account activity
• Makes decisions based on judgment, research, and extensive job experience, following established procedures and guidelines while leveraging multiple systems
• Assesses the level of risk and makes decisions which directly affect the customer experience and risk to the bank
• Reviews and analyzes accounts and relationships that may require differentiated treatment or specialized resolution
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
• Records data captured during client interactions accurately

Required Qualifications:

• Strong analytical and organizational skills
• Demonstrated ability to solve complex problems by reviewing related information.
• Ability to multi-task, including researching information through multiple systems, in order to make judgmental decisions based on the data reviewed.
• Customer centric approach
• Demonstrates a strong sense of urgency
• Able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.
• Comfortable taking inbound or making outbound calls to clients in a high production focused environment.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Ability to follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Good time management skills
• Flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Prior experience in Retail Fraud Servicing, Claims or Fraud Detection.
• Experience working in an environment where both individual and team goals are met or exceeded routinely.

Skills:

• Analytical Thinking
• Client Experience Branding
• Customer and Client Focus
• Due Diligence
• Research
• Attention to Detail
• Data Collection and Entry
• Policies, Procedures, and Guidelines
• Referral Management
• Written Communications
• Adaptability
• Business Intelligence
• Investigation Management
• Issue Management
• Relationship Building

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities

• Maintain daily and/or monthly business data requirements for productivity and availability (aggregate, review results, refine and report on trends)
• Analyze current reporting outputs and develop refined views in line with operational needs
• Create and/or maintain monthly business reviews and site level data across multiple work streams
• Onboard and Off board users by completing all needed system requirements, and retain evidence
• Interface with other operations locations to complete ad-hoc data inquiries
• Participate on projects aimed at enhancing operational efficiencies as identified through multiple channels
• Utilize SharePoint and Reports Dashboard Administration / Recertification's
• Be a FinTech point of contact for operations (monitor completions, stakeholder reporting)
• Maintain procedure updates (intake, review, completion, communication)
• Support Ad-Hoc request related to Resiliency and Audit Requests for Information
• Provide general business support for the Global Fraud Prevention Team related to ongoing projects

Required Qualifications, Capabilities, and Skills

• Superior Microsoft Office skills to include highly proficient in data aggregation, analysis, visualization and communication tools such as Excel, PowerPoint, Teams, SharePoint, Outlook
• Strong organizational skills – ability to take strategic direction and independently develop and manage task, taking full accountability and ownership
• Critical thinking and the ability to work independently as single contributor while managing time and deliverables
• Minimum 2 years in a business analyst role with similar responsibilities
• Excellent English language communication skills (oral, comprehension & written)
• Collaborative Interpersonal and Influence skills
• Experience in Corporate & Investment Bank business function i.e. Global Markets, Middle Office, Wholesale Payments or Securities Services
• Ability to work remotely with all appropriate technology assets is required

Preferred Qualifications, Capabilities, and Skills

• Personal Certifications in Data, Business or Project Management skills
• LMM, Tableau and/or Alteryx experience
• General knowledge of internal company banking products in fraud related environments and company internal system platforms

Monday - Friday 9:00 am - 6:00 pm (normal is 40 hours weekly) subject to change as business needs evolve) - in local office, in person is required for this role, Occasional extended or weekend coverage as needed by operations

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent