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Product Manager 2 - Alternative Investments

Company: Wells Fargo Bank
Location: Chesterfield
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.As a product group, we are responsible for all aspects of our business, including marketing, communications, training, business development, finance, compliance, legal, risk, and operations. We are the primary contact for financial advisors, branch management, senior leadership, channel management and internal business partners. -The Alternative Investments Product Manager will play an integral role in the education and support of Financial Advisors and their High Net Worth clients relative to the Alternative Investments platform (including Managed Futures, Hedge Funds, Commodities, Private Equity and Private Real Estate). This will involve providing telephone support to the field, presenting to Financial Advisors in home office and online educational settings and the planning and execution to High Net Worth visits to the Home Office.The Product Manager will assist in managing the product line from strategic planning to ad hoc activities. This role is responsible for maintaining current partner relationships and analyzing potential partner relationships for the platform. In addition, the Product Manager is responsible for the design and maintenance of the Alternative Investments InfoMax site for privately offered funds, exchange funds and DAFs. - Responsibilities also include presenting new investment strategies to the product committee, as well as assisting with operational matters and responding to general inquiries from FA's, their clients and the Alternative Investment Operations team. - The Product Manager will also coordinate with the Investment Advisory Products Marketing Group, the Business Development Group, and Alternative Strategies Group and product vendors to provide content for internal firm publications, conference calls, and Live Meetings. - This individual is responsible for ongoing updates to departmental policy and procedures as well as the creation of various management reports relating to Alternative Investment product sales, AUM, etc. Lastly, the Product Manager will be involved with the process-oriented functions within the group, including overseeing the determination of suitability of clients for the private alternative investment funds, generating weekly sales reports, playing a role in ensuring compliance standards are met for related advertising and marketing materials. - -

Required Qualifications

  • 3+ years of product management experience, product development experience, or a combination of both
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

    Desired Qualifications
    • FINRA registration including Series 24 (or FINRA recognized equivalents)
    • A BS/BA degree or higher
    • Financial services industry experience
    • Highly refined and professional verbal and written communications
    • Professional presentation skills
    • Experience communicating and presenting complex information to multiple levels of the organization
    • Ability to consult, build, and maintain solid working relationships in and outside of immediate department
    • Ability to negotiate and facilitate issue resolution
    • Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans and solutions

      Job Expectations
      • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

        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, Chesterfield , Product Manager 2 - Alternative Investments, Executive , Chesterfield, Missouri

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