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Wells Fargo Private Mortgage Banker SAFE 
United States, Nebraska, Omaha 
724076775

Today

Support the Regional Business Strategy

  • Support the strategic planning process for sales – collate feedback, synthesize messages, build plans, analyze 3rd party sources (e.g. Coalition data)
  • Support tracking of business performance, developing appropriate risk and performance reporting based on stakeholder feedback

Providing Regional Project Expertise

  • Support APAC sales and client related projects
  • Support franchise review and client segmentation exercises
  • Provide business requirements analyses
  • Support business, simplification and regulatory change programs
  • Create, maintain and communicate project plans to regional and global stakeholders
  • Manage New Products processes
  • Feed into business system / process change priority logs
  • Participate in resource prioritization discussions, proactively representing the region / product
  • Identify inefficiencies across the Front-to-Back (“FTB”) and work with the relevant stakeholders to achieve them

Support Front-To-Back Oversight

  • Own and drive to closure the resolution of production issues in the FTB
  • Be an active member of regional / local committees / forums
  • Scrutinize direct and attributed costs, driving cost cuts where possible
  • Review Travel, Client and Gift expenses, ensuring alignment with Global and Regional Policies
  • Assist in the development and implementation of regional policies and procedures
  • Establish and maintain communication channels between the business and the logistics & control functions
  • Understand, champion and foster a robust compliance environment
  • Monitor and enforce process best practice within the Front Office
  • Help produce and maintain business process and control mappings
  • Provide product and process subject matter expertise in risk and control assessments

Running Business AdministrationProcesses

  • Serve as a proxy for the Markets APAC Sales COO as and when required
  • Maintain Business Continuity Plans and serve as the business BCP coordinator for the sales teams
  • Oversee and maintain floor plans and coordinate changes when necessary
  • Own select approval processes (i.e. floor, system and Market Data access)
  • Produce presentations and run the production of regular business updates
  • Produce Management Information as and when required

Exhibiting and Promoting Key Behaviours

  • Provide credible challenge where required
  • Put integrity first
  • Collaborate with all stakeholders

Required Qualifications

  • 6+ years of corporate & investment banking business management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Requirements

  • University degree with a post graduate degree or other professional designation being advantageous
  • 8+ years of working within or directly for a Markets business
  • Intimate knowledge of FICC products and their execution channels
  • Experience in trading, sales and structuring FTB processes and controls with exposure to APAC regulatory regimes
  • Experience in running multiple concurrent projects and playing various roles within projects (data analyst, BA, PM etc.)
  • Proficient multi-tasker with experience in managing multiple concurrent day-to-day activities and project deliverables
  • Detail orientated, proactive problem solver with strong numerical, verbal and analytical skills
  • Strong interpersonal and presentation skills
  • Proficient in Microsoft Excel (VBA a plus) and PowerPoint

30 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

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