דרושים Wells Fargo Global Payments & Liquidity Development ב-Wells Fargo ב-United States, Charlotte

In this role, you will:

• Lead complex initiatives, including those that are cross functional with broad impact as well as targeted Derivatives and FX projects
• Act as consultant to finance, accounting and Business Line management on matters related to firms' liquidity and funding position
• Manage, measure, analyze and report on the firm’s liquidity position, including developing funding and liquidity management strategies
• Provide overall advisory on treasury finance liquidity and funding management
• Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors and ensure data quality and establish controlled processes
• Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies and accounting and consulting firms
• Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues, achieve goals and make decisions in maintaining effective and efficient liquidity and funding management practices that meet internal control standards
• Interact with internal customers, guide other teammates and make recommendations to more experienced group members and management
• Develop effective presentations to an array of internal stakeholders, including senior executives and relevant committees

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:

• BS/BA degree or higher in finance, accounting, or economics
• 5+ years of experience working at a large financial institution
• Deep understanding of derivatives and FX products, including options, futures, swaps and structured products.
• Financial analysis or accounting experience
• Advanced Microsoft Excel skills
• Knowledge and understanding of financial analysis, forecasting, and analyzing interest income and balance sheet behavior.
• Knowledge and understanding of database querying and creating ad hoc reporting results using SQL or similar querying methods.
• Experience with general ledgers and accounting policies
• Ability to successfully operate in a complex and matrixed environment.
• Strong analytical skills with high attention to detail and accuracy
• Ability to exercise independent judgment to identify and resolve problems.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Support the development of capital markets liquidity stress testing models and assumptions
• Identify inefficiencies in current liquidity assumptions and potential optimization strategies and possible recommendations for enhancement
• Develop tools/analysis and associated frameworks to support management decision making and optimal growth strategies
• This role will include elements of modeling, enhancements of liquidity reporting, and ad-hoc project work
• 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 in Corporate Treasury, Accounting or Forecasting at large complex financial institution(s)
• Familiarity or experience with banking products or funding mechanisms, including but not limited to complex trading and derivative products
• Strong analytical skills, including balance sheet, liquidity and capital analysis
• Self starter who can work as an individual or as part of a broader team in both leadership and support roles
• Advanced Microsoft office skills (excel, powerpoint)
• Familiarity with database querying and coding languages (SQL, Dremio, Python etc.)
• Familiarity with automated reporting and business intelligence software (PowerBi, Alteryx, Tableau)
• Natural curiosity, critical thinking and decision making
• Highly organized and able to prioritize multiple parallel projects and tasks
• Able to operate in a matrixed organization
• Effective communicator across both junior and senior team members (including executives)
• Familiarity with liquidity regulation (Resolution & Recovery Planning, Reg YY, Liquidity Coverage Ratio, NSFR, ILST)
• Familiarity with other key bank regulations (Reg W, Basel Capital etc.)
• Experience with large data sets and management concepts, including structured and unstructured data

Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Lead the setup and configuration of trade finance products for new and existing clients.
• Coordinate with Product, Legal, and Compliance teams to align implementations with regulatory mandates and internal policies.
• Resolve client inquiries and transaction issues in collaboration with operations, product, technology, digital teams and servicing teams.
• Monitor and remediate operational discrepancies, including sanctions disposition and transaction reconciliation
• Participate in risk and control assessments, quality assurance reviews and control testing for trade operations
• Define policies and procedures to comply with the United States and foreign compliance procedures
• Participate in the implementation of long-term strategies, policies and technological advancements in support of international operations functions
• Risk & Compliance Oversight- Support health check reviews, Controls monitoring and validation readiness for regulatory audits and internal assessments
• Monitor workflows and productivity to ensure service level agreements for delivery and quality are met or exceeded
• Collaborate with managers to monitor issues and to ensure quality and efficiency in the Trade Services functional area
• Manage allocation of people and financial resources for Trade Services
• Develop and guide a culture of talent development to meet business objectives and strategy
• Manage key customers and interactions with Global Receivables and Trade Finance, CB and CIB LOB's
• Manage a team of customer services andimplementation/middleoffice team members
• Responsible for people and talent management and development
• Lead digital and transformation project along with process, procedure and change management
• Manage and maintain risk management discipline, compliance and control automation efforts
• Liaison and support Global Trade Finance & Operations team across US, APAC and EMEA

Required Qualifications:

• 6+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Experience in customer servicing, onboarding, and operational support within commercial banking or trade finance.
• Solid product and domain knowledge of import/export letters of credit, standby guarantees, documentary collections, open account solutions and payments
• Familiarity with AML, sanctions, and compliance frameworks.
• Strong knowledge of trade finance instruments and ICC rules (UCP 600, ISBP, URC522, ISP98)
• Proficiency in trade finance systems, Loan accounting, digital channels, contact center and CRM and Case management tools
• Excellent communication and internal/external stakeholder management skills
• Proficient in executive communication, PowerPoint presentations, data analysis and reporting
• Change agent and with transformation and business re-engineering experience

Job Expectations:

• Willingness to work on-site at the stated location on the job opening

• Ability to work a hybrid work schedule – 3 days in office / 2 days remote

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Assist in identifying new private capital opportunities for both our direct investing/lending business (including our Overland Advantage direct lending business) as well as third party capital advisory engagements
• Work with the Strategic Capital deal team to analyze new and existing investment opportunities, prepare investment committee materials and present such opportunities for consideration by senior management
• Work closely with senior private capital specialists to assess new investment opportunities as well as direct lending opportunities for Overland Advantage
• Develop investor evaluation materials for capital advisory assignments and help manage investor outreach process logistics
• Develop financial models related to assigned new opportunities
• Complete due diligence requests, legal entity work, execution/closing processes, and other activities to prepare transactions for closing
• Participate in the evaluation and ongoing monitoring of investments and loans as part of a deal team
• Develop internal network contacts across the commercial banking footprint as well as externally across financial intermediaries (boutique debt placement firms, private equity firms, etc.) to help drive opportunities for business development
• Mentor and train less experienced staff

Required Qualifications:

• 2+ years of experience in strategic investment management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years work experience in one or a combination of: leveraged finance, capital markets, private capital, private equity, investment banking coverage or equivalent experience
• Familiarity with evaluating and executing transactions related to both the private and traditional institutional markets
• Excellent verbal, written, and interpersonal communication skills.
• Strong integrity, work ethic, and a team player. High level of initiative and accountability
• Ability to work independently or in teams and thrive in a fast paced, loosely-structured, entrepreneurial environment
• Financial Modeling experience
• Financial Analysis experience
• Advanced in Microsoft Office Suite-Excel, Outlook, Word and PowerPoint
• Strong analytical skills, attention to detail and organization, and ability to solve complex or abstract problems
• Bachelor’s degree in Accounting, Finance, Economics, Engineering, Business or related field

Job Expectations:

• Ability to travel to different client markets as needed (<50% of time)
• Hybrid work model

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Consult on advanced retirement cases to achieve stated sales goals. Specifically, the consultant will be handling calls on complex Retirement and Annuities cases. Consistently exhibit a thorough knowledge and understanding of the specifics of each annuity product found on the Wells Fargo Investment platform, including the ability to explain all differences in product features and performance
• Provide annuity and retirement income support via inbound/outbound calls, team meetings, and advisor consultations
• Deliver advanced retirement planning strategies tailored to client needs, including Social Security optimization, income layering, and tax-efficient withdrawal approaches
• Partner with annuity carriers to stay current on product offerings and ensure accurate advisor education
• Serve as emcee and presenter at retirement and annuity meetings, webinars, and field events
• Collaborate with Financial Advisors to integrate annuity solutions into comprehensive retirement plans
• Maintain deep product knowledge and support planning tools used by advisors
• Participate in tactical projects and contribute to business growth strategy initiatives
• Ensure compliance with regulatory and internal policy requirements
• Track and report on key performance metrics and advisor engagement outcomes
• Travel to field offices and advisor events as needed to support territory engagement

Required Qualifications:

• 2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 6 (or 7) exam to qualify for immediate registration

Desired Qualifications:

• Strong knowledge of annuity products, Social Security, and retirement income strategies
• Experience presenting or emceeing financial education events
• Excellent communication and interpersonal skills with the ability to build advisor relationships
• FINRA Series 63 or Series 66
• North Carolina State Insurance License
• Retirement Income Certified Professional (RICP) or Certified Retirement Counselor (CRC) designation
• Ability to prioritize, multitask, and work independently in a fast-paced environment
• Intermediate proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to consult, build, and maintain solid working relationships in and outside of the immediate department
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic work environment
• Ability to work independently

Job Expectations:

• Ability to travel up to 5% of the time
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 63 (or 66) examinations, or equivalent, along with designated insurance license requirements must be completed within a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• 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.
• 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 not eligible for Visa sponsorship

Posting Location:

• 550 S. Tryon Street - Charlotte, NC 28202

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Wells Fargo is seeking aSenior Lead GenAI Digital Product Managerin the COO AI CoE team within the Chief Operating Office. This pivotal role will define and drive product strategy for scalable AI agents that automate complex workflows (e.g., document intelligence, case summarization, email triage), ensuring alignment with business goals and regulatory requirements.

Additionally, this role will lead the end-to-end delivery of GenAI-powered agentic solutions, including architecture design, development, testing, and deployment, using tools such as Google ADK, LangChain, and LangGraph. Finally, this person will play a key role in staying ahead of emerging technologies in the GenAI ecosystem and proactively identify opportunities to integrate new capabilities into enterprise platforms for enhanced automation and intelligence.

In this role, you will:

• ​ Collaborate cross-functionally with engineering, data science, operations, and compliance teams to translate business needs into technical requirements and deliver high-impact solutions and strategically engage with all levels of professionals and managers across the enterprise

• Establish governance and performance metrics for GenAI agents, including accuracy, latency, explainability, and human-in-the-loop oversight, ensuring continuous improvement and risk mitigation.

• Stay ahead of emerging technologies in the GenAI ecosystem and proactively identify opportunities to integrate new capabilities into enterprise platforms for enhanced automation and intelligence.

• Advise Senior Leadership: Act as an expert advisor to senior leadership to develop or influence digital products, initiatives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across a functional area within the Digital environment

• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise

• Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking

• Coordinate highly complex activities and guidance to others, providing vision, direction and expertise to senior leadership on implementing innovative and significant digital business plans, programs and initiatives which have significant impact

Required Qualifications:

• 7+ years of digital product management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proven experience leading large-scale technology transformation or automation programs , with a strong emphasis on Generative AI and agentic AI solutions .

• Deep hands-on expertise in Google AI Developer Kit (ADK) , LangChain , and LangGraph , with a track record of delivering production-grade AI agents that integrate reasoning, memory, and tool orchestration.

• Demonstrated ability to design and deliver multi-agent architectures , leveraging LLMs for dynamic task execution, workflow automation, and human-in-the-loop governance.

• Strong understanding of prompt engineering , retrieval-augmented generation (RAG) , and vector database integration (e.g., Pinecone, Weaviate, FAISS).

• Experience building and scaling GenAI solutions for use cases such as document intelligence , email triage , case summarization , or workflow automation in regulated environments.

• Ability to provide strategic vision and technical direction to senior leadership for implementing innovative, cross-organizational solutions (e.g., Case Management, AI Ops, Intelligent Automation).

• Familiarity with Operations business processes in large-scale financial institutions, including exposure to compliance, QA, data integrity , and risk mitigation frameworks.

• Strong communication and stakeholder management skills, with the ability to translate complex technical concepts into clear, actionable insights for senior executives and cross-functional teams.

Job Expectations:

• Collaborate cross-functionally with engineering, data science, operations, and compliance teams to translate business needs into technical requirements and deliver high-impact solutions.

• Establish governance and performance metrics for GenAI agents, including accuracy, latency, explainability, and human-in-the-loop oversight, ensuring continuous improvement and risk mitigation.

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

This paid, part-time externship is designed for students like you: curious, driven, and ready to explore how data science powers smarter decisions in banking.

What You’ll Explore

You’ll be matched with one of our high-impact risk teams:

• Model Risk Management (MRM): Ensure models are accurate and regulatory-ready.
• Credit Risk Modeling Group (RMG): Build models that guide credit decisions and forecasting.
• Independent Testing & Validation (IT&V): Validate risk models across the company.
• Technology Risk Management: Use AI/ML to enhance risk oversight across all business lines.

What You’ll Do

• Code in Python, R, SAS, SQL, or Scala/Spark
• Develop and validate models using statistical and machine learning techniques
• Collaborate with experts and present your insights to stakeholders
• Stay current with regulatory frameworks and risk trends
• Solve real problems with real data

Required:

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

Preferred qualifications:

• Enrolled in the Data Science master’s program at UNCC with an expected graduation date of2026 or later
• Completed undergraduate degree in Statistics, Computer Science,Economics/Econometrics,Operations Research, Computer Science, Engineering, or a related quantitative field
• Courses in model risk management, text mining and/or information retrieval highly preferred
• Experience and ability to demonstrate first-hand knowledge in several of these areas: data analytics, modeling, statistical inference, computing, big data analytics, Artificial Intelligence (machine learning, natural language processing, etc.)
• Knowledge of Programing skills and demonstrated ability to develop numerical algorithms in at least one of the following languages: Python, SAS, SQL, and Scala/Spark
• Strong verbal and written communication skills as well as interpersonal skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to develop partnerships and collaborate with other business and functional areas

Who Should Apply?

• Masters students at UNC Charlotte graduating in 2026 or later
• Strong foundation in statistics, modeling, and programming
• Passion for data-driven problem solving and communication
• Prior experience (6+ months) through work, education, or military service
• Bonus: coursework in model risk, text mining, or information retrieval

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo Recruitment and Hiring Requirements:

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