Associate, Fixed Income Distribution Business Management Team

Wells Fargo•Charlotte, NC

9d•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 across Credit Sales, Cross Asset Sales, Macro Sales, Muni Sales, Structured Products Sales, and FX Sales. The role partners with business managers, sales leaders, and teams 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 supports management and sales teams with recurring reporting, financial and workforce routines, client and coverage management, risk and control activities, operational and technology initiatives, and vendor and third-party processes. It analyzes business, financial, operational, and risk information, maintains accurate reporting and materials, and uses independent judgment to surface issues, summarize findings, and support recommendations and next steps. The position is available at the listed Wells Fargo locations in Charlotte, North Carolina, or New York, New York. It requires travel as needed and on-site work in accordance with current office requirements, and may require additional hours. Visa sponsorship is not available. The position is subject to FINRA background screening and ongoing regulatory obligations, as well as applicable policies concerning outside activities and personal investing.

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 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; candidates subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Compliance with ongoing regulatory obligations and applicable policies regarding outside activities or personal investing, if hired.

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

Support business managers and sales leaders in tracking priorities, action items, deliverables, issues, and key initiatives across Fixed Income Distribution.
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 opportunities for process improvement.
Support vendor, contract, invoice, and third-party review processes, including 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; and use independent judgment to identify issues, summarize findings, and support recommendations and next steps.
Travel as needed and work on-site in accordance with current office requirements.
Work additional hours as needed.
Complete the required FINRA background screening before hire and comply with ongoing regulatory obligations if hired.