Associate, Fixed Income Distribution Business Management Team

Wells Fargo Bank•New York, NY

7d•Onsite

About The Position

Wells Fargo is seeking a Business Execution Consultant to provide broad business management and execution support within the Fixed Income Distribution COO organization. The role supports Credit Sales, Cross Asset Sales, Macro Sales, Muni Sales, Structured Products Sales, and FX Sales. The individual will work with business managers, sales leaders, and partners across Finance, Risk, Compliance, Legal, Operations, Technology, Human Resources, and other support functions to coordinate priorities, prepare management information, and support key initiatives. Success requires strong organization, attention to detail, clear communication, and the ability to manage multiple priorities in a fast-paced, highly regulated environment. The position is subject to FINRA background screening requirements. Candidates must pass a background check before hire and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply to outside activities or personal investing. Visa sponsorship is not available. The role is based at one of the listed posting locations in Charlotte, North Carolina, or New York, New York, and requires on-site work in accordance with current office requirements. Travel and additional hours may be required as needed.

Requirements

At least 2 years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to travel as needed.
Willingness to work on-site in accordance with current office requirements.
Ability to work additional hours as needed.
Successful completion of a background check prior to hire and compliance with ongoing regulatory obligations.

Nice To Haves

Ability to analyze business, financial, operational, or risk information and summarize key findings and actions.
Strong written, verbal, organizational, and interpersonal communication skills.
Experience supporting a CIB sales, trading, operations, or business management organization.
Experience supporting one or more Fixed Income Distribution businesses, including Credit Sales, Cross Asset Sales, Macro Sales, Muni Sales, Structured Products Sales, and FX Sales.
Proficiency in Microsoft PowerPoint, Excel, and Word, with the ability to prepare accurate, business-ready materials.

Responsibilities

Track priorities, action items, deliverables, issues, and key initiatives across Fixed Income Distribution in support of business managers and sales leaders.
Prepare recurring business reviews, management presentations, performance commentary, organizational materials, and other executive-ready content.
Support financial and workforce management routines, including expense tracking, headcount reporting, hiring, onboarding, offboarding, and organizational updates.
Coordinate client and coverage management processes, including data collection, coverage changes, client-planning materials, and performance reporting.
Assist with risk and control activities, including evidence collection, procedure maintenance, resiliency planning, access reviews, regulatory requests, and issue remediation tracking.
Partner with Operations, Middle Office, Technology, Finance, Risk, Compliance, Legal, Human Resources, and other teams to coordinate business needs, resolve issues, and support timely delivery.
Support workflow, data, analytics, and platform initiatives by documenting requirements, coordinating testing, tracking implementation, communicating with users, and identifying process-improvement opportunities.
Support vendor, contract, invoice, and third-party review processes by tracking documentation, coordinating with partner teams, and supporting required follow-up activities.
Analyze business, financial, operational, and risk information; maintain accurate reporting and business materials; use independent judgment to identify issues, summarize findings, and support recommendations and next steps.