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Job Description

Senior Product Consultant

Job ID 5302643 Schedule Type Reg-Time Work Hours 40 Location St. Louis, Missouri
Job Description

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Advisors (WFA):  Wells Fargo Advisors operates the nation’s third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets.  Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology. 

The Product Manager 3/Senior Product Consultant within the Investment Products Group and a part of the Products and Advice Department of Wells Fargo Advisors will report to the Product Manager of Private Advisor Network and Customized Portfolios.   The Senior Consultant will be responsible for various product related activities such as:

  • Supporting the development and distribution of the Customized Portfolios program
  • Working with program money managers by communicating firm policies to, and maintaining contact and operational databases
  • Knowledge of separately managed accounts (SMA's), specific manager information and portfolio management philosophies is a key aspect of this role
  • Periodically coordinate meetings with the money managers on the St. Louis, MO campus
  • Assist in providing metrics to department and firm management and product-related support for business development efforts
  • Ability to building strong relationships and strategic partnership in a complex and multilayered organization


Required Qualifications

  • 5+ years of product management experience, product development experience, or a combination of both
  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)



Desired Qualifications

  • Strong analytical skills with high attention to detail and accuracy
  • A BS/BA degree or higher
  • Brokerage industry experience
  • Experience developing partnerships and collaborating with other business and functional areas
  • FINRA registration including Series 24 (or FINRA recognized equivalents)
  • Ability to analyze metrics and articulate data trends both visually and verbally
  • Ability to exercise independent judgment and creative problem solving techniques
  • Highly refined and professional verbal and written communications
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of Beta
  • Knowledge and understanding of business development and marketing
  • Superior project management skills including the ability to handle multiple projects concurrently
  • Ability to create and deliver dynamic presentations



Other Desired Qualifications
  • Knowledge and understanding of separately managed accounts (SMA's)


Job Expectations

  • Registration for FINRA Series 24 must be completed within 1 year of hire date. FINRA recognized equivalents will be accepted.
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, 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 review process at the time of offer acceptance.



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

0051812 WEALTH INV MGMT/WIM PSI

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