Full-Time

Executive Director

Structured Products Sales

Posted on 1/11/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Compensation Overview

$173.3k - $359.9kAnnually

Senior, Expert

El Segundo, CA, USA

Category
Investment Banking
Sales & Trading
Finance & Banking
Requirements
  • 7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 7+ years of Direct Sales experience and proven relationships with large Institutional clients
  • Demonstrated knowledge of Structured Products, services, and Fixed Income Sales
  • Previous trading floor experience
  • Meticulous regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy
  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
  • Strong analytical skills with high attention to detail and accuracy
  • Registration for FINRA Series 7 must be completed within 90 days of hire date.
  • Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Responsibilities
  • Maintain a daily dialogue/relationship with investor base; proactively work to strengthen client relationships
  • Proactively provide ideas, research, market information, etc. to facilitate trading activity between Wells Fargo and our investor base
  • Actively engage the trading desk and their axes to facilitate trading between Wells Fargo and the investor base
  • Aggressively work to build strong relationships and mutual trust with internal business partners, other sales people, banking, traders, research, syndicate, and management to enhance client relationships.
  • Frequently travel to clients, client meeting, and client conferences as required
  • Be meticulous regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy; ability to multitask.
  • Lead complex initiatives to sell securities to clients
  • Conduct trades with broad impact, and act as key participant in developing, implementing, and monitoring risk based programs to recommend settlements and unique remediation solutions
  • Review and analyze complex business, operational, or technical challenges that require in-depth evaluation of the clients needs
  • Make decisions for providing proactive communication and consultation requiring a sound understanding of client support to meet deliverables and drive new initiatives
  • Collaborate with executives, experienced management, and other internal partners or business lines to resolve highly sensitive customer inquiries
  • Lead projects, teams, or serve as a peer mentor
  • Advise experienced leadership to develop client financial objectives
  • Analyze gathered facts to reach a conclusion for more complex matters
  • Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
  • Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
  • Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
  • Engage with all levels of professionals and managers companywide and serve as a skilled advisor to leadership

Wells Fargo provides a variety of financial services, including banking, mortgages, investing, and credit solutions for personal, small business, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated through interest from loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in virtual commercial cards aligns with the trend of digital payment solutions.
  • Participation in accelerator programs drives innovation and access to new technologies.
  • The strategic review could streamline operations and focus on profitable segments.

What critics are saying

  • Increased competition in digital payment solutions from established fintech companies.
  • Potential market volatility and regulatory scrutiny in cryptocurrency investments.
  • Strategic uncertainty from selling the private-label credit card and POS financing unit.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial services and products.
  • The company has a strong focus on digital banking and innovation.
  • Wells Fargo supports underserved small businesses through initiatives like the Open for Business Fund.

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