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Product Manager

Company: Wells Fargo
Location: Charlotte
Posted on: September 24, 2022

Job Description:

About this role:Wells Fargo is seeking a Product Manager for our Investment Products Group as part of Wealth & Investment Management.In this role, you will:

  • Strategize marketing based on assessment of results-based environment and new opportunities for product implementation and enhancements
  • Review and analyze development of new products and product lines
  • Provide support for product life cycle management
  • Review global market dynamics, trends, regulatory impact, and risk management
  • Present recommendations to resolve more complex situations and exercise independent judgment
  • Develop, implement and maintain products, services and marketing programs
  • Adhere to compliance and privacy regulations and policies
  • Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties
  • R esponsible for handling escalated issues, participating in FA recruiting meetings and fulfilling department reporting duties (both data gathering and analysis).
  • Have a thorough understanding of the Advisory Products from an operational, compliance and marketing point of view and has the ability to apply this knowledge to recommend changes or enhancements to products and processes.
  • Work closely with other Product Managers/Consultants, Marketing Teams, Compliance, Legal, and outside vendors. Required Qualifications:
    • 2+ years of Product Management experience, product development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
      • A BS/BA degree or higher
      • Brokerage industry experience
      • FINRA registration including Series 65 (or FINRA recognized equivalents)
      • FINRA registration including Series 66 (or FINRA recognized equivalents)
      • FINRA registration including Series 7 (or FINRA recognized equivalents)
      • Ability to organize and manage multiple priorities
      • Ability to provide strong customer service while processing complex transactions and performing extensive research to resolve complex customer issues
      • Advanced Microsoft Excel skills
      • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
      • Excellent verbal, written, and interpersonal communication skills
      • Extensive math skills
      • Knowledge and understanding of advisory, new accounts or command operations
      • Knowledge and understanding of investment advisory
      • Knowledge and understanding of advisory products and services
      • Strong time management skills and ability to meet deadlines
      • Exposure to Wells Fargo managed account trading systems such as: APL/UAT and Beta
      • Experience with third party portfolio management systems (ex. APL) strongly preferred Job Locations:
        • 1 N. Jefferson Avenue - Saint Louis, Missouri
        • 401 S Tryon St, Charlotte, North Carolina
        • 600 S 4th St, Minneapolis, Minnesota
          We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. 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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 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.

Keywords: Wells Fargo, Charlotte , Product Manager, Executive , Charlotte, North Carolina

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