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Wells Fargo

Associate Product Manager - Client Directed Advisory

Posted Yesterday
Be an Early Applicant
Hybrid
4 Locations
Entry level
Hybrid
4 Locations
Entry level
About this role:
Wells Fargo is seeking an Associate Product Manager to join the Client Directed Advisory Programs team within Wealth and Investment Management (WIM). Learn more about career areas and lines of business at www.WellsFargoJobs.com.
In this role, you will:
  • 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
Required Qualifications:
  • 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
Desired Qualifications:
  • 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
Job Expectations:
  • This position is not eligible for Visa sponsorship
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Posting Locations:
  • 2801 Market Street - Saint Louis, MO 63103
  • 550 S. 4th Street - Minneapolis, MN 55415
  • 800 Jordan Creek Parkway - West Des Moines, IA 50266
  • 550 S. Tryon Street - Charlotte, NC 28202
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$60,000.00 - $100,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • 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
Posting End Date:
14 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Top Skills

Beta
Excel
Smartstation

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