Investment Product Specialst 3
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Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.
Wealth and Investment Management (WIM) is one of the company's four main divisions. 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
Wells Fargo Asset Management (WFAM): Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of clients worldwide: institutions, financial advisors, and individuals. Wells Capital Management is a registered investment advisor and a dedicated institutional asset manager within the WFAM umbrella. Their mission is to deliver superior investment service to our institutional clients globally.
Wells Capital Management's Montgomery Fixed Income team is seeking a Product Specialist.
Product Specialists serve as internal and external product experts, presenting at client and prospective client meetings, performing competitor and marketplace analysis, developing new products and preparing product specific marketing materials. Product Specialists participate in investment strategy meetings with portfolio managers and present at various forums. Product Specialists are expected to be able to serve as a proxy for the Portfolio Managers, demonstrating knowledge of the rationale behind the portfolio's positioning, outlook and risk.
Applicant should be able to clearly articulate strategies, both verbally and in writing, anticipating questions and thinking quickly on their feet. Applicant should enjoy working collaboratively across the organization in a team environment, focusing on specific, ambitious goals and demonstrate a sense of accountability and urgency in achieving results.
- Manage the team's new business efforts, providing leadership and coordination to investment team, sales and consultant representatives, and relationship managers who support the team
- Participate and/or lead finals presentations, consultant meetings, etc.
- Provide clients, prospects, and consultants with ongoing updates regarding the investment philosophy, process, and performance of portfolios
- Participate in investment strategy meetings with investment team
- Develop expert level product knowledge with ability to clearly articulate and market portfolio strategies to clients and prospects
This position reports to the Senior Portfolio Managers of Wells Capital Management's Montgomery Fixed Income Team and is based in Walnut Creek, California.
- 10+ years of investment management experience
Other Desired Qualifications
- BA/BS or equivalent with an emphasis in finance or quantitative/analytical field (CFA/MBA Preferred)
- Successful experience in fixed income markets
- Superior verbal and written communication skills
- Demonstrate outstanding flexibility, communication, teamwork and leadership across all levels of WellsCap and its affiliates
- Being able to travel extensively
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.
0012130 WEALTH INV MGMT/WIM PSI
Meet Some of Wells Fargo's Employees
Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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