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Product Manager 2 - Investment Products Group

Company: Wells Fargo Bank
Location: Florissant
Posted on: February 12, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement. Wells Fargo Advisors (WFA) operates the nation's third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology. The FA Directed Product Manager 2 is part of the Investment Products Group of Wells Fargo Advisors in St. Louis, MO. The FA Directed Program is a program in which a select group of FAs take on the discretionary management of a client's accounts and manage them in accordance with their goals and objectives. This program includes Private Investment Management (PIM), Quantitative Choice and Fundamental Choice. The FA Directed Product Manager 2 works closely with their manager to implement product enhancements, as well as supporting the overall efforts of FA Directed Products. Their primary role is to develop and maintain smooth operational and administrative processes of the FA Directed products to include defining procedures, implementing additions or changes to current product offering, account specific surveillance, and maintenance of product specific issues list. This position is also responsible for handling escalated issues, participating in FA recruiting meetings and fulfilling department reporting duties (both data gathering and analysis). The Product Manager 2 has a thorough understanding of the Advisory Products from an operational, compliance and marketing point of view and has the ability to apply this knowledge to recommend changes or enhancements to products and processes. This position works closely with other Product Managers/Consultants, Marketing Teams, Compliance, Legal, and outside vendors.

Required Qualifications

  • 3+ years of product management experience, product development experience, or a combination of both
  • 2+ years of financial services experience

    Desired Qualifications
    • A BS/BA degree or higher
    • Brokerage industry experience
    • FINRA registration including Series 65 (or FINRA recognized equivalents)
    • FINRA registration including Series 66 (or FINRA recognized equivalents)
    • FINRA registration including Series 7 (or FINRA recognized equivalents)
    • Ability to organize and manage multiple priorities
    • Ability to provide strong customer service while processing complex transactions and performing extensive research to resolve complex customer issues
    • Advanced Microsoft Excel skills
    • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
    • Excellent verbal, written, and interpersonal communication skills
    • Extensive math skills
    • Knowledge and understanding of advisory, new accounts or command operations
    • Knowledge and understanding of investment advisory
    • Knowledge and understanding of financial planning: tools and advisory services
    • Strong time management skills and ability to meet deadlines

      Other Desired Qualifications
      • Exposure to Wells Fargo managed account trading systems such as: APL/UWP and Beta
      • Experience with third party portfolio management systems (ex. APL) strongly preferred



        Street Address
        MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO


        Disclaimer

        All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

        Relevant military experience is considered for veterans and transitioning service men and women.
        Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Florissant , Product Manager 2 - Investment Products Group, Executive , Florissant, Missouri

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