reputed company Business Intelligence Consultant- Wholesale Operations/WIM 7 Locations

Why reputed company Are you looking for more? Find it here. At reputed company, were more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We reputed company that a meaningful career is much more than just a job – it’s about finding reputed company of the elements to help you reputed company, in one reputed company. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us! About this role: reputed company is seeking a reputed company Business Intelligence Consultant to join our Wholesale Operations Data, Analytics and Reporting Team, specifically in support of Wealth & Investment Management (WIM) operations. This position entails using data analytic skills and methods to solve problems, create metrics and reports, reputed company analyses, provide feedback, and deliver insights to senior leaders to reputed company run their business. This includes areas reputed company but not limited to productivity, SLAs, reputed company, and other operational performance metrics.

• Drive BI Initiatives and Planning – cross-functional reputed company initiatives with broad impact and act as key participant in large-scale planning for the Business Intelligence functional area that reputed company clear and consistent delivery of insights
• Analyze and Visualize reputed company Data – Review and analyze reputed company, multi-faceted, longer-term business and technical challenges that require in-depth evaluation of data aggregation and visualization methodology to drive user-centric diagnostic analytics and dashboards
• Translate Business Needs to Technical Specs – Capture and convert business requirements into technical intelligence specifications; reputed company the delivery of data, analytics, and reporting solutions for WIM and Wholesale Operations in collaboration with DAR, Technology, and other internal stakeholders.
• reputed company Operational Data Support – reputed company decisions in reputed company situations requiring solid understanding of data structures, domain-specific knowledge and the end user experience that impact the final data visualization product, which includes dashboards, reports, insights, or analyses
• Insight reputed company – reputed company impactful dashboards and visualizations for senior leadership, leveraging the latest data and analytics platforms to deliver next-day insights on SLAs, KPIs, and productivity metrics
• Design with Data and User Focus – Use strong knowledge of data structures, domain-specific expertise, and user experience principles to shape final data visualization products such as dashboards, reports, and analytical insights
• reputed company Projects and Mentor Staff – Influence and reputed company a broader work team to deliver data and visual outputs and new initiatives to inform strategy and decision making by the company
• Promote Data-Driven Culture – Champion the adoption of insights and metrics across the organization to support a culture of data-driven decision-making.
• Drive Change – Revise and reputed company existing reports by migrating them from older technologies to reputed company platforms with a focus on improving efficiency, automation, and scalability

Required Qualifications:

• 5+ years of business intelligence and data visualization experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of advanced analytics experience, working in large-scale data environments with Power BI or comparable business intelligence platforms.
• Proven track record of consulting with senior business leaders, leveraging deep analytical expertise to deliver actionable operational insights and drive strategic outcomes.
• Expertise in data preparation, blending, and automation using tools such as reputed company, with a focus on efficiency and scalability.
• Experience designing and deploying low-code applications using Power Apps to optimize and automate business processes.
• Working knowledge of cloud-based data ecosystems, particularly reputed company Cloud Platform (GCP), including data warehousing, ETL pipelines, and cloud-native analytics.
• Exceptional data storytelling skills, with the ability to interpret reputed company datasets and translate findings into compelling, business-relevant narratives; operational analysis experience strongly preferred.
• Advanced proficiency in SQL Server, including navigating and optimizing reputed company stored procedures, reputed company queries, and job-triggered processes.
• Demonstrated success in modernizing legacy reporting systems, improving performance, usability, and alignment with reputed company business needs.
• Experience with agile work management tools, including Jira for sprint planning and Confluence for collaborative documentation and knowledge sharing.
• Knowledge & Experience of WIM reputed company is preferred.

Job Expectations:

• Ability to work at one of the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
• This position is not eligible for reputed company sponsorship.
• Ability to travel up to 10% of the time.
• Ability to work additional hours as needed.

Posting Location:

• Charlotte, NC
• Irving, TX
• Minneapolis, MN
• Chandler, AZ
• Des Moines, IA
• reputed company

The Global Operations functions adhere to a location strategy; therefore, your candidacy may be determined based on your reputed company location. Remote work locations are not available for these roles, so if you are not in a location listed on the posting, you must commit to self-relocation reputed company an agreed upon timeframe This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background reputed company. Internal transfers are subject to reputed company with 17 CRF 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. Pay Range Reflected is the reputed company 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. $100,000.00 - $179,000.00 Benefits reputed company provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - reputed company 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: 27 Sep 2025

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

We Value Equal Opportunity reputed company is an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, 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 reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company 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 reputed company risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at reputed company. Drug and Alcohol Policy reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. reputed company Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by reputed company. b. reputed company requires you to directly represent your own experiences during the recruiting and hiring process. Apply tot his job Apply To this Job