Associate, Fixed Income Distribution Business Management Team
Wells Fargo & Company · NY, US
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About the Role
Wells Fargo is seeking a Business Execution Consultant to provide broad business management and execution support within the Fixed Income Distribution COO organization. The individual will coordinate priorities, prepare management information, and support the delivery of key initiatives by partnering with business managers, sales leaders, and various support functions. Success requires strong organization, attention to detail, clear communication, and the ability to manage multiple priorities in a fast-paced, highly regulated environment.
Responsibilities
- Support business managers and sales leaders in tracking priorities, action items, deliverables, issues, and key initiatives.
- 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.
Requirements
- 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Ability to travel as needed.
- Willingness to work on-site in accordance with current office requirements.
- Ability to work additional hours as needed.
- Must successfully complete and pass a FINRA background check prior to hire.
- Must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
- Must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements regarding outside activities or personal investing.
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Must directly represent own experiences during the recruiting and hiring process.
- Must be prepared to provide accurate information and supporting documentation for employment and education verification.
Skills
- Strong written, verbal, organizational, and interpersonal communication skills.
- Proficiency in Microsoft PowerPoint, Excel, and Word.
- Ability to prepare accurate, business-ready materials.
- Ability to analyze business, financial, operational, or risk information and summarize key findings and actions.
Location
- Charlotte, North Carolina
- New York, New York
Work Type
- On-site
Experience Level
- 2+ years
Salary/Compensations
- $92,000.00 - $145,000.00
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
About the Company
- Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.
- Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
- They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
- There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace.