Executive Director, Equity Advisory Sales Generalist

Wells Fargo•New York, NY

1d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Macro, Equities, Municipal Products Group, Credit Sales & Trading. About this role: Wells Fargo’s Global Advisory Sales team is seeking an Executive Director, Equity Advisory Sales Generalist. Learn more about Wells Fargo’s Corporate and Investment Banking group and career areas at wellsfargojobs.com.

Requirements

7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired.
Information will be shared about expectations during the recruitment process.

Nice To Haves

A BS/BA degree or higher
8+ years Institutional Equity Sales experience building and covering Middle Market accounts
Knowledge and understanding of Salesforce
Knowledge and understanding of investment tools such as Bloomberg or FactSet application
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Strong, clear and concise written and oral communication skills

Responsibilities

Advise experienced leadership to develop client financial objectives for Middle Market clients
Analyze gathered facts to reach a conclusion for complex securities sales matters
Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
Serve as an expert advisor to leadership
Represent the company externally in networking events