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Lead Investment Analyst - Corporate Plans

Wells Fargo
Location 📍 CHARLOTTE, United States
Posted 📅 June 15, 2026
Work Type ⏰ Full-time

Position Overview

**About this role:**

Wells Fargo is seeking a Lead Investment Analyst as part of the Corporate Plans Investment Team in Investment Solutions for Wealth & Investment Management.

The Team’s responsibility is to support the named investment fiduciary for the Wells Fargo Employee Retirement Plans, including the Wells Fargo & Company 401(k) Plan and Wells Fargo & Company Cash Balance Plan.

This role is ideal for professionals experienced in institutional manager research, investment due diligence, multi‑asset portfolio design, and qualified retirement plan oversight.

**In this role, you will:**

+ Support the Team in all aspects of its responsibilities including but not limited to oversight of investment managers, adherence to the Plans’ objectives, and evaluation of plan design.
+ Perform initial due diligence and ongoing monitoring of third-party investment managers (mutual funds, CITs, SMAs, etc.) consistent with established procedures.
+...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
CHARLOTTE, United States