In this role, you will:
Lead or participate in product management initiatives and deliverables for product lines or services
Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis
Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability
Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables
Ensure programs adhere to compliance, privacy regulations and policies
Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved
Lead projects, teams or serve as a mentor
Required Qualifications:
4+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 65/66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
3+ years' experience with investment advisory products
Successfully completedSeries 24
Experience with business controls and SHRP Issues
Ability to be forward thinking and focus on creating efficiencies
Knowledge of firm systems such as SmartStation & BETA
Proven ability to consult and advise across leadership, stakeholders and partners
Self-motivation and be energetic and forward thinking
Knowledge of basic database applications
Detail oriented
Job Expectations:
This position is not eligible for Visa sponsorship
Registration for FINRA Series 24 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Series 24: This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatoryquestions/disclosures,will be ineligible to work from a location other than their assigned office location
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
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
Ability to work on-site at approved location at least three days a week
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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