Structured Products Sales Program Analyst

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.

About this Role:

Wells Fargo is seeking a highly motivated Structured Products Sales Program Analyst to support the Structured Products Group (SPG). This role offers a unique opportunity to develop expertise across tier one institutional clients through execution support.

The successful candidate will work closely with sales professionals, traders, operations, technology, and client service teams to support the full trade lifecycle, drive process improvements, and help deliver exceptional service to institutional clients. This position provides significant exposure to structured products, securities markets, client relationship management, and front-office sales activities.

In this role, you will:

• Be expected to take ownership of your professional development by actively seeking opportunities to expand your knowledge, skills, and understanding of the business. This includes engaging colleagues with thoughtful questions, building strong relationships with traders and business partners, and regularly reviewing product primers and market materials to deepen knowledge of SPG products, market dynamics and industry trends

• Develop subject matter expertise across key sales support functions, including client onboarding, account documentation, allocations, client account structures, and sales order management systems

• Support the booking, allocation, and management of daily trading activity while ensuring accuracy and adherence to internal controls

• Serve as a liaison between sales, trading, technology, onboarding, middle office, client maintenance, and other support teams to facilitate efficient execution and issue resolution

• Monitor and evaluate existing sales and operational workflows, identify opportunities for improvement, and help implement solutions that enhance efficiency, scalability, and risk management

• Support institutional client onboarding activities, including account setup, documentation collection, and maintenance of trading and settlement infrastructure

• Assist with management of client credit documentation, trading account approvals, limits, and related operational requirements

• Coordinate client documentation efforts, including QIB certifications, beneficial ownership documentation, tax forms, and expiring client records

• Facilitate electronic trading platform enablements, including Bloomberg and Tradeweb connectivity and related account permissions

• Investigate and coordinate resolution of settlement issues, trade fails, wire payment inquiries, SSI updates, coupon and factor adjustments, and other trade lifecycle events

• Exercise sound judgment while developing expertise in compliance, regulatory requirements, operational controls, and risk management practices

• Collaborate with business partners to resolve issues, support strategic initiatives, and contribute to overall desk performance

Required Qualifications:

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

Desired Qualifications:

• 1+ years of middle office, back office, trade support, sales support, or securities operations experience
• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field

• Working knowledge of fixed income securities, structured products, and institutional client account structures

• Familiarity with client onboarding processes, account documentation requirements, and credit-related workflows

• Experience supporting securities trading activities and post-trade processing

• Knowledge of COBAM and trading account onboarding processes, including extended settlement accounts

• Familiarity with ECN platforms such as Bloomberg and Tradeweb

• Understanding of settlement processes, trade fails, wire payments, safekeeping accounts, and trade lifecycle management

• Strong analytical, organizational, and problem-solving skills

• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment

• Excellent verbal, written, and interpersonal communication skills

• Advanced proficiency with Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint

• Demonstrated ability to work effectively with cross-functional business partners and stakeholders

Job Expectations:

• Ability to work in a fast-paced trading floor environment

• Up to 10% travel, as needed
• Visa sponsorship is not available
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Securities Industry Essentials (SIE), Series 7, and 63 examinations, or equivalent must be completed within either 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. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of 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.

Posting Locations:

• 550 South Tryon St. - Charlotte, North Carolina 28202
  

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.