Wells Fargo
Website:
wellsfargo.com
Company:
https://www.linkedin.com/company/wellsfargo
Industries: Financial Services, Investment Management, and Banking
Job details:
About This Role
Wells Fargo is seeking a Lead Treasury Analyst
In This Role, You Will
- Act as Lead Consultant to finance, accounting and Business Line management on matters related to corporate treasury and related financial management
- Monitor and evaluate global market conditions, funding requirements, asset and liability management, liquidity risk management, capital management, financial performance management, capital, and related activities
- Provide overall advisory on treasury finance and risk strategies
- Ensure data quality and establish controlled processes
- Lead targeted projects including guiding other teammates
- Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies and accounting and consulting firms
- Make recommendations to more experienced group members and management
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 5+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience operating as a Product Owner or business lead for data, analytics, reporting, workflow, or technology-enabled delivery initiatives.
- Ability to translate complex Treasury business needs into clear requirements, user stories, acceptance criteria, and delivery priorities.
- Working familiarity with AI-enabled productivity, automation, or analytics concepts, with the ability to evaluate relevant business use cases and partner with technology teams on implementation.
- Strong understanding of financial institution balance sheet fundamentals, product offerings, and balance sheet management practices.
- Experience supporting one or more balance sheet products, such as capital, liquidity, funding, or interest rate risk.
- 5+ years of experience using SQL for data transformation, analytics, and large relational databases.
- Experience designing technical or data solutions to address complex business problems.
- Demonstrated ability to build strong partnerships and influence outcomes in a highly matrixed environment. Draft updated with AI requirements | Prepared for internal JD refinement
- Experience with data analysis tools and platforms, such as Dremio, Python, S3 data storage, SAS, Power BI, or similar analytics environments.
- Exposure to AI, machine learning, intelligent automation, agentic AI, natural language interfaces, or AI assisted testing and change management capabilities.
- Ability to define controls, validation approach, and adoption measures for AI-enabled solutions used in regulated financial services processes.
- Undergraduate degree in information systems, computer science, finance, or a related field.
Job Expectations:
- Product Ownership & Agile Delivery: Serve as Product Owner for assigned Treasury data and analytics initiatives, leading agile delivery by defining requirements, prioritizing work, and guiding technology teams through established agile practices.
- Solution Design & Delivery: Design and influence technical solutions to address complex Treasury business problems, partnering with engineering, architecture, and data teams to deliver scalable and well-controlled outcomes.
- Backlog Management: Own and maintain a prioritized product backlog aligned to strategic Treasury initiatives, ensuring clear user stories, acceptance criteria, and delivery readiness.
- Stakeholder Management: Build and maintain strong partnerships with Treasury stakeholders, data providers, and technology teams, managing expectations and dependencies to drive alignment and execution.
- Data Analysis & Validation: Lead data analysis, testing, and validation for Treasury processes and regulatory reporting inputs, ensuring accuracy, control adherence, and audit readiness.
- Communication & Influence: Translate complex technical and analytical concepts into clear, actionable insights for business and leadership stakeholders; provide regular progress updates and proactively escalate risks and issues.
- Independent Judgment: Operate independently within established governance frameworks, applying sound judgment to balance business priorities, risk considerations, and policy requirements. Draft updated with AI requirements | Prepared for internal JD refinement .
- SME Leadership & Knowledge Sharing: Act as a subject-matter expert for assigned Treasury products and data domains, providing guidance, onboarding support, and knowledge sharing to junior product owners and analysts.
AI, Automation, and Digital Enablement Requirements
- AI use case identification: Identify practical opportunities to apply AI, machine learning, agentic workflows, or automation within Treasury reporting, data validation, UAT, change management, and analytics processes.
- AI-enabled product ownership: Translate AI or automation opportunities into business requirements, user stories, acceptance criteria, success measures, and implementation roadmaps that technology teams can execute.
- Prompt and workflow design: Demonstrate working knowledge of prompt engineering, AI-assisted workflow design, and human-in-the-loop review patterns for business adoption.
- Data readiness and controls: Partner with data, technology, and risk stakeholders to ensure AI use cases have clearly defined inputs, outputs, lineage, validation checks, access controls, and audit evidence.
- Responsible AI mindset: Apply sound judgment around accuracy, explainability, privacy, data protection, model risk, and business controls when evaluating or implementing AI-enabled solutions.
- AI adoption and enablement: Support training, documentation, adoption playbooks, and stakeholder communications to help Treasury users understand how to use AI-enabled capabilities safely and effectively.
- Measurement and continuous improvement: Define measurable outcomes for AI-enabled initiatives, including productivity improvement, cycle-time reduction, defect reduction, user adoption, and control effectiveness.
Posting End Date:
26 Aug 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 .
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
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Reference Number
R-568699
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