Associate Product Manager - Market Linked Investments

Wells Fargo • Charlotte, NC • 4d ago

About this role:

Wells Fargo is seeking an Associate Product Manager to support the day-to-day management activities for a full suite of Market Linked Investments to our brokerage clients. Market Linked Investments currently include Market Linked CDs, Market Linked Notes, and Market Linked Securities, which can serve as investment solutions across multiple asset classes for our mass, affluent and high net worth clients.

In this role, you will:

Working with Wells Fargo Securities (WFS) product underwriters on product initiatives and calendar selection process

Supporting and maintaining sales force product knowledge, assisting with trading systems, and resolution management

Compiling and managing sales data for channel specific and firm wide sales reporting in addition to customized reports for senior management

Developing and/or enhancing risk management tools consistent with firm principles and policies

Collaborating with WFS partners, Business Development Group, and members of Compliance Dept. on educational and marketing initiatives

Assisting with training protocols and channel communications regarding educational initiatives

Ensuring policies and procedures adhere to compliance and regulatory standards

Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties

Required Qualifications:

6+ months of Product Management experience, marketing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Financial services industry experience, Brokerage industry experience is ideal.

Demonstrated knowledge of Market Linked Investments or Structured Products

FINRA registration including Series 7 (or FINRA recognized equivalents)

FINRA registration including Series 63 (or FINRA recognized equivalents)

Demonstrated professional written and verbal communication skills

Strong technical and analytical capabilities

Knowledge of complex products

Attention to detail and well organized

Proficient in all Microsoft Office programs

Ability to work with internal partners to achieve results

Experience working in a team environment

Job Expectations:

This position is not eligible for Visa sponsorship

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 subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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.

Posting Locations:

550 S. Tryon Street - Charlotte, NC 28202

2801 Market Street - Saint Louis, MO 63103

Posting End Date:

20 Jul 2025

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

Req Number: R-467408

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