Associate, Fixed Income Distribution Business Management Team

Wells Fargo Bank•Charlotte, NC

8d•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, working with business managers, sales leaders, and partners across Finance, Risk, Compliance, Legal, Operations, Technology, Human Resources, and other support functions. The position coordinates priorities, prepares management information, and supports key initiatives in a fast-paced, highly regulated environment. The successful candidate will support business and financial management routines, client and coverage processes, risk and control activities, workflow and platform initiatives, and vendor and third-party processes. The role also analyzes business, financial, operational, and risk information; maintains accurate reporting and materials; and uses independent judgment to identify issues, summarize findings, and support recommendations and next steps. Travel and additional hours may be required, and the employee must work on-site in accordance with current office requirements. The position is subject to FINRA background screening and ongoing regulatory obligations. Visa sponsorship is not available.

Requirements

2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
Ability to work on-site in accordance with current office requirements.
Ability to travel as needed.
Ability to work additional hours as needed.
Successful completion of a background check prior to hire; the role is subject to FINRA background screening requirements.
Meet ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.

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 for 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; identify issues; summarize findings; and support recommendations and next steps.
Travel as needed and work additional hours as needed.
Comply with FINRA screening and ongoing regulatory obligations, as well as applicable Wells Fargo policies and procedures.