W

Wells Fargo

Diversified financial services: banking, lending, investments

Executive Director - QIS Structuring

Full-TimeUpdated on 10/23/2026Deadline 11/4/26
$215k - $355k+ Incentive opportunities
Expert
Master's
New York, NY, USA
In PersonPosting location: 30 Hudson Yards, New York, NY; travel up to 10%.
Finance & BankingSales & Trading

About the job

Requirements
  • At least 7 years of securities sales and trading experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 3 years of management or leadership experience.
  • Registration for FINRA Series 7 must be completed within 180 days of hire if it is not available for transfer upon hire; FINRA-recognized equivalents are accepted.
  • Registration for FINRA Series 63 must be completed within 180 days of hire if it is not available for transfer upon hire; FINRA-recognized equivalents are accepted.
  • Candidates must successfully complete and pass a background check before hire and meet applicable ongoing FINRA screening and reporting obligations; individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
  • Employees affected by policies on outside activities or personal investing must provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements.
  • Applicants must successfully complete and clear the Dodd-Frank background screen; associated persons cannot be subject to statutory disqualification, and successful candidates must meet ongoing screening and reporting requirements.
Responsibilities
  • Research, develop, and evaluate quantitative investment strategies and index solutions across linear and non-linear markets using derivatives, alternative data, and machine learning techniques.
  • Implement strategies in coordination with sales, trading, quantitative research, legal, compliance, and technology teams to support accurate and efficient execution.
  • Partner with sales teams and clients to design customized investment solutions for institutional and retail distribution channels.
  • Prepare marketing and presentation materials, market updates, and performance analyses; engage with sales teams and clients to showcase capabilities and originate business opportunities.
  • Document, maintain, and oversee systematic strategies and indices for investor use.
  • Build Python tools to support QIS index design and improve platform efficiency.
  • Mentor and develop junior team members.
  • Monitor and analyze performance across systematic strategy offerings and provide insights and recommendations to clients and internal stakeholders.
  • Drive the technology and systems agenda for the business, partnering with stakeholders and IT to enhance QIS infrastructure, platform capabilities, and operational efficiency.
  • Meet risk-program responsibilities, including following applicable policies and procedures, fulfilling risk and compliance obligations, escalating and remediating issues, monitoring and identifying risks, and making risk decisions consistent with business risk appetite and program requirements.
Desired Qualifications
  • An advanced degree, such as an M.S., in a quantitative discipline such as financial engineering, financial mathematics, statistics, or computer science.
  • At least 7 years of experience in quantitative investing, structuring, or trading, preferably focused on QIS or other systematic strategies, with a proven track record.
  • Hands-on experience applying alternative data and machine learning or statistical learning techniques to investment research and strategy development.
  • Strong proficiency in Python for backtesting and QIS platform tool development.
  • Strong understanding of market structure and behavior, and ability to translate research insights into commercially relevant investments.
  • Experience across institutional and retail product distribution, including familiarity with insurance/FIA, ETF issuers, and other retail channels.
  • Familiarity with equity volatility products, including variance swaps, dispersion, gamma, skew, and carry strategies.
  • Demonstrated success creating QIS strategies that have been brought to market and actively traded.
  • Ability to collaborate across sales, trading, quantitative, and legal teams to bring products from concept through execution.
  • Strong understanding of product lifecycle management, including pricing, risk assessment, and performance monitoring.
  • Ability to collaborate with IT to build broader QIS infrastructure and enhance platform capabilities and operational efficiency.

About the company

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Get referred to Wells Fargo

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • July 2026 second-quarter revenue rose 9% to $22.6 billion, beating estimates.
  • July 2026 investment banking fees jumped 35% to $939 million, showing capital-markets momentum.
  • 2026 card accounts grew 20% and commercial loans 12%, expanding fee and interest income.

What critics are saying

  • January 2026 severance costs hit $612 million after 5,600 layoffs, signaling ongoing restructuring.
  • CFPB’s 2022 $3.7 billion order keeps auto, mortgage, and deposit misconduct damage alive.
  • One OCC AML enforcement action remains; another control failure triggers fresh penalties and leadership scrutiny.

What makes Wells Fargo unique

  • June 2025 Fed lifted Wells Fargo’s $1.95 trillion asset cap, restoring balance-sheet growth.
  • May 2026 Advisor Gateway gave 200-plus tools and BlackRock Aladdin analytics to wealth advisors.
  • Wells Fargo still owns a top-tier U.S. branch franchise and $2.2 trillion wealth platform.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Health Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Sick Leave
  • Parental Leave
  • Disability Insurance
  • Life Insurance
  • Tuition Reimbursement
  • Commuter Benefits
  • Adoption Assistance

Company News

Yahoo Finance
Oct 23rd, 2026
Wells Fargo names Kleber Santos sole consumer bank chief as Van Beurden shifts to AI

Wells Fargo has named Kleber Santos sole chief executive of its consumer banking and lending business. Saul Van Beurden, formerly co-chief executive of that segment, moves to a full-time artificial intelligence (AI) role. Both appointments take effect immediately. Santos will oversee consumer deposits, credit cards, business banking, and auto lending. Van Beurden will focus on scaling AI adoption across the bank, including deepening its work with AI firms. "Kleber and Saul have built strong momentum in both areas, and having each focus fully on these priorities will help us accelerate that progress," chief executive Charlie Scharf said. Wells rose to No. 5 globally and No. 3 in the US on the Evident AI index for banks.

CNBC
Oct 23rd, 2026
Wall Street fears AI agents will drain bank deposits, but analysts say risk is overdone

Wall Street fears AI agents could pull deposits from banks, but leading analysts and executives say the risk is overblown. Bank stocks have fallen since Meta Platforms launched its Muse personal agent on September 8: Bank of America is down 18%, Charles Schwab 14%, Wells Fargo 6%, and JPMorgan Chase 5%. Agents can compare yields and recommend options, which could erode the inertia that keeps customers' money in place. If deposits move, banks may have to pay more interest, squeezing profits. Analysts Mike Mayo and Gerard Cassidy say trust matters more to customers than slightly higher returns. A Deloitte survey found 72% of bank customers hesitate to share financial data with generative AI tools. Third-quarter earnings showed no clear shift in deposits.

Kalkine Media
Oct 22nd, 2026
MaxLinear boosts revolving credit by $70M to $200M and cuts liquidity covenant to $60M

MaxLinear has increased its revolving credit commitments by $70 million, bringing its senior secured revolving credit facility to $200 million. The Carlsbad, California company disclosed the amendment in a Form 8-K filed October 22, 2026. The amendment took effect October 16, 2026, with Wells Fargo Bank, National Association acting as administrative and collateral agent. It also lowers the liquidity covenant threshold from $80 million to $60 million. Proceeds are designated for working capital and general corporate purposes. On the same day, MaxLinear released unaudited financial results for the third quarter ended September 30, 2026.

Sina Hong Kong
Oct 22nd, 2026
Watsco signs $750M five-year unsecured credit facility, extending existing revolver

Watsco, the largest distributor in the North American HVAC market, has signed a $750 million unsecured senior revolving credit facility. Bank of America led the deal, joined by JPMorgan Chase, PNC Bank, Wells Fargo, U.S. Bank and five other banks. The five-year facility amends and extends Watsco's existing credit line. An initial draw repaid $69.7 million owed under the prior facility. Further borrowings will fund working capital, acquisitions, dividends and other general purposes. The terms include more borrowing capacity, covenant flexibility and better fit with the seasonal nature of Watsco's working capital needs. "A committed source of low-cost debt is an important building block of our growth strategy," said Barry S. Logan, executive vice president.

Yahoo Finance
Oct 20th, 2026
Wells Fargo's four-part AI plan to transform the $2.3T bank

Wells Fargo is rethinking workflows across the bank to get real value from artificial intelligence (AI), said Faraz Shafiq, its head of AI products and solutions. Speaking at the Money20/20 conference in Las Vegas, he said the goal is to "fundamentally transform how our bank operates." The $2.3 trillion-asset bank rests its plan on four parts: a central team for governance and security with application teams owning specific uses; a focus on the highest impact cases; speed with guardrails; and training for its 197,000 employees. Shafiq said banker intelligence tools are lifting product sales rates by 40%. Virtual assistant Fargo has handled some 1 billion customer interactions.