Associate Product Manager - Client Directed Advisory jobs in United States
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Wells Fargo ยท 1 month ago

Associate Product Manager - Client Directed Advisory

Wells Fargo is seeking an Associate Product Manager to join the Client Directed Advisory Programs team within Wealth and Investment Management. The role involves leading product management initiatives, conducting market analysis, and ensuring compliance with regulations while collaborating with various teams to achieve project goals.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Lead or participate in product management initiatives and deliverables for product lines or services
Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis
Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability
Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables
Ensure programs adhere to compliance, privacy regulations and policies
Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved
Lead cross product projects/initiatives
Collaborate and consult with product managers and other organizational units

Qualification

Product ManagementInvestment Advisory ProductsFinancial Services ExperienceSmartStation & BETAMS ExcelConsulting SkillsBusiness ControlsFINRA Series 7FINRA Series 63Detail Oriented

Required

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

Preferred

Experience with investment advisory products
Financial services industry experience, Brokerage industry experience is ideal
Knowledge of firm systems such as SmartStation & BETA
Knowledge of basic database applications and MS Excel experience
Demonstrated experience consulting and advising across leadership, stakeholders and partners
Experience with business controls and Veritas/SHRP issues
Ability to be forward thinking and focus on creating efficiencies
Detail oriented and experience managing deadlines and deliverables
FINRA registration including Series 7
FINRA registration including Series 63

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

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase