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Fixed Income Strategies Team Product Specialist

3 months ago

Minneapolis, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Fixed Income Strategies Team (FIST) Product Specialist for Managed Solutions as part of Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:
  • Represent Fixed Income Strategies Team (FIST) portfolio management for Financial Advisors (WFA), Investment Strategists (Bank), and clients
  • Participate in large prospect and client meetings
  • Point of contact for product related work
  • Participate in planning and execution of tactical activities and projects within Business Growth Strategy functional area that directly support or assist in implementation and optimization of efforts for growth opportunities
  • Help lead FIST's efforts in ensuring adherence to compliance, regulations, and policies
  • Participate in FIST investment strategy team meetings
Required Qualifications:
  • 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 7+ years of fixed income portfolio management knowledge and investment expertise
  • 7+ years of Investment Product or Client Portfolio Management experience
  • Demonstrated ability to build relationships and educate Financial Advisors or Investment Strategists on fixed income products
  • Experience working with Bondedge, InvestCloud, Bloomberg, Aladdin, or similar technology
  • Proficient in MS Office, specifically in Excel and PowerPoint
  • FINRA registration including Series 65 (or FINRA recognized equivalent)
  • Chartered Financial Analyst (CFA) or Charted Financial Planner (CFP) designation
  • Ability to communicate effectively, in both written and verbal formats, with senior-level investment leader
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • This position offers a hybrid work schedule
  • This position will have limited travel
  • Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • 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.
Work Location:
  • 550 South Tryon Street - Charlotte, NC 28202
  • 2801 Market Street - St. Louis, MO 63103
  • 550 South 4th Street - Minneapolis, MN 55415
Posting End Date:
21 Aug 2024
*Job posting may come down early due to volume of applicants.

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