In this role, you will:
- Lead all aspects of the Equities Finance team including financial planning, financial reporting, and balance sheet and capital management
- Develop and execute financial strategies to drive growth, efficiency, and profitability across all Equities businesses
- Act as a key partner to the Equities business and provide Finance leadership across all day-to-day aspects of the business
- Develop presentations and analyses in support of business reviews and strategic discussions with management
- Plan financial performance with the desks; connect the usage of financial, tech and human resources with revenue to assess returns and define the strategic plan
- Lead detailed review of direct and indirect expenses, headcount; identify and track expense initiatives
- Support the desks developing new products and business initiatives through profitability review
- Leadership skills: The ability to lead large, cross-functional teams, influence senior stakeholders, and communicate complex financial concepts effectively is critical.
- Strategic mindset: Needs to be a strategic, results-driven thinker who can balance day-to-day execution with long-term vision.
- Adaptability: Must be comfortable navigating ambiguity and adapting to a constantly changing market and regulatory environment.
Required Qualifications:
- 8+ years of Finance experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
Desired Qualifications:
- Experience as an Equities CFO, or experience driving financial and/or risk analysis for Equities desks
- Understanding of Equities
- Effective communicator and experience presenting to management
- Experience in developing financial projections to support strategic decisions and initiatives
- Strong leadership skills with a demonstrated ability to influence outcomes
- Strong analytical skills with high attention to detail and accuracy
- Outstanding problem solving skills
- Ability to perform in a demanding environment
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
$215,000.00 - $355,000.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
18 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.