Structured Products Sales Program Analyst

Wells Fargo & Company•Charlotte, NC

3d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking provides capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients globally. Markets offers solutions for managing exposure through derivatives, lending, and cash products, including through the Structured Products Group (SPG). The Structured Products Sales Program Analyst supports SPG and works with sales professionals, traders, operations, technology, and client service teams across the full trade lifecycle. The role supports execution for institutional clients and provides exposure to structured products, securities markets, client relationship management, and front-office sales activities. The analyst is expected to build knowledge of SPG products and market dynamics, develop expertise in sales support functions, and contribute to process improvements and effective risk management. The position is based at 550 South Tryon Street in Charlotte, North Carolina. It requires the ability to work in a fast-paced trading floor environment and travel up to 10% as needed. FINRA licensing requirements apply for ongoing employment; required examinations must be completed within 90 or 180 days after employment begins, depending on the licenses needed. The position is subject to FINRA background screening and applicable compliance, registration, and licensing requirements. Visa sponsorship is not available.

Requirements

At least 6 months of Markets experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to work in a fast-paced trading floor environment.
Ability to obtain and/or maintain appropriate FINRA licenses for ongoing employment; required examinations must be completed within the stated 90- or 180-day period if not transferable upon hire.
Compliance with applicable state registration and licensing requirements and any applicable product or SAFE licensing requirements.
Successful completion of the required background check and compliance with ongoing regulatory obligations.
Ability to provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policies regarding outside activities or personal investing, if hired.

Nice To Haves

At least 1 year of middle office, back office, trade support, sales support, or securities operations experience.
Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.
Working knowledge of fixed income securities, structured products, and institutional client account structures.
Familiarity with client onboarding, account documentation requirements, and credit-related workflows.
Experience supporting securities trading activities and post-trade processing.
Knowledge of COBAM and trading account onboarding processes, including extended settlement accounts.
Familiarity with ECN platforms such as Bloomberg and Tradeweb.
Understanding of settlement processes, trade fails, wire payments, safekeeping accounts, and trade lifecycle management.
Strong analytical, organizational, and problem-solving skills.
Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.
Excellent verbal, written, and interpersonal communication skills.
Advanced proficiency with Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint.
Demonstrated ability to work effectively with cross-functional business partners and stakeholders.

Responsibilities

Take ownership of professional development by seeking learning opportunities, building relationships with colleagues and business partners, and reviewing product primers and market materials.
Develop subject matter expertise in client onboarding, account documentation, allocations, client account structures, and sales order management systems.
Support booking, allocation, and management of daily trading activity while maintaining accuracy and adherence to internal controls.
Coordinate across sales, trading, technology, onboarding, middle office, client maintenance, and other support teams to facilitate execution and resolve issues.
Review sales and operational workflows, identify improvement opportunities, and help implement solutions that improve efficiency, scalability, and risk management.
Support institutional client onboarding, including account setup, documentation collection, and maintenance of trading and settlement infrastructure.
Assist with client credit documentation, trading account approvals, limits, and related operational requirements.
Coordinate client documentation, including QIB certifications, beneficial ownership documentation, tax forms, and expiring client records.
Facilitate electronic trading platform enablement, including Bloomberg and Tradeweb connectivity and account permissions.
Investigate and coordinate resolution of settlement issues, trade fails, wire payment inquiries, SSI updates, coupon and factor adjustments, and other trade lifecycle events.
Apply sound judgment while developing expertise in compliance, regulatory requirements, operational controls, and risk management.
Collaborate with business partners to resolve issues, support strategic initiatives, and contribute to desk performance.
Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; and escalate and remediate issues appropriately.