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Wells Fargo Associate Product Manager - Market Linked Investments 
United States, North Carolina, Charlotte 
943738715

Yesterday


In this role, you will:

  • Working with Wells Fargo Securities (WFS) product underwriters on product initiatives and calendar selection process
  • Supporting and maintaining sales force product knowledge, assisting with trading systems, and resolution management
  • Compiling and managing sales data for channel specific and firm wide sales reporting in addition to customized reports for senior management
  • Developing and/or enhancing risk management tools consistent with firm principles and policies
  • Collaborating with WFS partners, Business Development Group, and members of Compliance Dept. on educational and marketing initiatives
  • Assisting with training protocols and channel communications regarding educational initiatives
  • Ensuring policies and procedures adhere to compliance and regulatory standards
  • Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties


Required Qualifications:

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


Desired Qualifications:

  • Financial services industry experience, Brokerage industry experience is ideal.
  • Demonstrated knowledge of Market Linked Investments or Structured Products
  • FINRA registration including Series 7 (or FINRA recognized equivalents)
  • FINRA registration including Series 63 (or FINRA recognized equivalents)
  • Demonstrated professional written and verbal communication skills
  • Strong technical and analytical capabilities
  • Knowledge of complex products
  • Attention to detail and well organized
  • Proficient in all Microsoft Office programs
  • Ability to work with internal partners to achieve results
  • Experience working in a team environment


Job Expectations:

  • This position is not eligible for Visa sponsorship
  • 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 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.
  • 550 S. Tryon Street - Charlotte, NC28202

  • 2801 Market Street - Saint Louis, MO 63103

20 Jul 2025


Wells Fargo Recruitment and Hiring Requirements:

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