Structured Products Sales Program Analyst

Wells Fargo Bank•Charlotte, NC

1d•Onsite

About The Position

Wells Fargo Corporate & Investment Banking is hiring a Structured Products Sales Program Analyst to support the Structured Products Group (SPG). The role supports institutional clients through execution support and offers exposure to structured products, securities markets, client relationship management, and front-office sales activities. The analyst works closely with sales professionals, traders, operations, technology, and client service teams across the full trade lifecycle, contributing to process improvements and client service. The analyst is expected to take ownership of professional development, build knowledge of SPG products and market dynamics, and develop subject matter expertise in sales support functions such as client onboarding, account documentation, allocations, client account structures, and sales order management systems. The position requires sound judgment and developing expertise in compliance, regulatory requirements, operational controls, and risk management. The role is based at 550 South Tryon St., Charlotte, North Carolina 28202. It requires working in a fast-paced trading-floor environment and up to 10% travel as needed. Visa sponsorship is not available. Appropriate FINRA licenses must be obtained or maintained for ongoing employment; required examinations may need to be completed within 90 or 180 days after commencement, depending on licensing needs. Candidates must also meet background screening, financial fitness, state registration, and other applicable regulatory requirements.

Requirements

At least 6 months of Markets experience, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to work in a fast-paced trading-floor environment.
Appropriate FINRA license(s) are required for ongoing employment; SIE, Series 7, and 63 examinations or accepted equivalents must be completed within the applicable 90- or 180-day period if not transferable upon hire.
Compliance with applicable state law registration and licensing requirements; specific product licenses or SAFE licensing may apply.
Meet enhanced financial fitness and criminal background standards and pass required background screening before hire.
Comply with ongoing regulatory obligations, including periodic screening and mandatory reporting requirements.

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 processes, 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, engaging colleagues, building relationships with traders and business partners, and reviewing product and market materials.
Develop 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 ensuring accuracy and adherence to internal controls.
Liaise among sales, trading, technology, onboarding, middle office, client maintenance, and other support teams to facilitate execution and resolve issues.
Monitor sales and operational workflows, identify improvement opportunities, and help implement solutions that enhance 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 enablements, 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 practices.
Collaborate with business partners to resolve issues, support strategic initiatives, and contribute to overall desk performance.
Obtain and/or maintain appropriate FINRA licenses and comply with applicable state registration, licensing, and ongoing regulatory obligations.
Travel up to 10% as needed.