AVP, Equity Distribution Business Management - Associate

Wells Fargo Bank•New York, NY

1d•Hybrid

About The Position

The Business Execution Consultant will work within the Equity Distribution Business Management organization, providing broad business management and execution support across Equity Distribution. 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 deliver 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 hybrid, with some in-office expectation. The role supports business execution and operational routines, including management reporting, financial and workforce processes, client and coverage management, risk and control activities, and business workflow and technology initiatives. It also calls for independent judgment on moderate-risk deliverables, recommendations for process and performance improvements, collaboration with leaders and executive management, and work direction for less experienced Strategy and Execution staff. The position is subject to FINRA background screening and ongoing regulatory obligations. Candidates must pass a background check before hire; individuals subject to statutory disqualification are ineligible to be associated with a FINRA-registered broker-dealer. Certain compliance policies may apply to outside activities and personal investing. Visa sponsorship is not available. The listed base salary range for New York, NY is $92,000–$145,000 annually; eligible employees may also qualify for incentive opportunities.

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.
Successfully pass a background check before hire and meet applicable FINRA screening and ongoing regulatory obligations.
Comply with applicable policies concerning outside activities or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team when required.

Nice To Haves

Experience supporting an Equity sales, Equity trading, or related capital markets business.
Working knowledge of financial and workforce reporting, risk and control processes, client or coverage data, and equity sales and trading workflows.
Experience coordinating multiple workstreams, deliverables, and stakeholder requests in a deadline-driven environment.
Proficiency in Microsoft PowerPoint, Excel, and Word, including preparing accurate, business-ready materials.
Ability to analyze business, financial, operational, or risk information and summarize key findings and actions.
Strong written, verbal, organizational, and interpersonal communication skills.
Strong partnering and collaboration skills and ability to work effectively with business partners, senior leaders, and key stakeholders.
Experience with AI and workflow tools that streamline processes and reduce manual tasks through increased automation.

Responsibilities

Support business managers and sales leaders in tracking priorities, action items, deliverables, and issues across Equity 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.
Coordinate with Operations, Middle Office, Technology, Finance, Risk, Compliance, Legal, Human Resources, and other partners to support timely resolution of business needs.
Support workflow, data, analytics, and platform initiatives through requirements documentation, testing coordination, implementation tracking, and user communications.
Maintain accurate business information, trackers, job aids, organizational materials, and management reporting.
Support vendor, contract, invoice, and third-party review processes with business managers and partner teams.
Provide flexible generalist support across the Equity Distribution Business Management organization as priorities evolve.
Participate in assigned and ongoing business operations to help meet business goals and objectives.
Identify process improvement opportunities by conducting root cause testing of compliance and business metrics.
Determine areas of strength or business execution opportunity within the defined scope of work.
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations.
Use independent judgment to guide moderate-risk deliverables.
Present recommendations to develop, implement, and monitor strategic approaches, support-function effectiveness, and business performance improvement opportunities for managing business risks.
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business.
Collaborate and consult with leaders and executive management.
Provide work direction to less experienced Strategy and Execution staff.