Associate Product Manager - Packaged Investment Products

About this role:
Wells Fargo is seeking an Associate Product Manager to support the daily operations and strategic oversight of its Packaged Investment Products suite, tailored for brokerage clients. This suite includes Unit Investment Trusts (UITs), Exchange-Traded Products (ETPs), Mutual Funds, 529 Plans, and Closed-End Funds (CEFs).
In this role, you will:

• Work with all channels within Wells Fargo Advisors
• Manage new product onboarding and approvals for the platform
• Manage operational procedures and collaboration with Operations Team on product set up
• Work with product vendors to solve issues and enhance FA and client experience
• Support and maintain sales force product knowledge, assisting with trading systems, and resolution management
• Compile and manage sales data for channel specific and firm wide sales reporting in addition to customized reports for senior management
• Developing and/or enhancing risk management tools consistent with firm principles and policies
• Collaborating with partners including Financial Advisors, Business Development Group, and Compliance teams on educational and marketing initiatives
• Assisting with training protocols and channel communications regarding educational initiatives
• Ensuring policies and procedures adhere to compliance and regulatory standards
• Collaborate and consult with project teams, internal partners and stakeholders, including vendors and third parties

Required Qualifications:

• 6+ months of Product Management experience, marketing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Financial services industry experience, Brokerage industry experience is ideal
• Demonstrated knowledge of Packaged Investment Products
• FINRA registration including Series 7 (or FINRA recognized equivalents)
• FINRA registration including Series 63 (or FINRA recognized equivalents)
• Demonstrated professional written and verbal communication skills
• Strong technical and analytical capabilities
• Knowledge of complex products
• Attention to detail and well organized
• Proficient in all Microsoft Office programs
• Ability to work with internal partners to achieve results
• Experience working in a team environment

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting Locations:

• 550 S. Tryon Street - Charlotte, NC 28202
• 2801 Market Street - Saint Louis, MO 63103

Posting End Date:
6 Aug 2025
*Job posting may come down early due to volume of applicants.
We Value 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.
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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.