Structured Products Sales Program Analyst

About This Role

Wells Fargo is seeking a Structured Products Sales Program Analyst to support the Structured Products Group (SPG). This role offers an opportunity to develop expertise across institutional clients through execution support, working with sales professionals, traders, operations, technology, and client service teams. The position provides exposure to structured products, securities markets, client relationship management, and front-office sales activities.

Key Responsibilities

• Take ownership of professional development by expanding knowledge, skills, and understanding of the business.
• Develop subject matter expertise across key sales support functions, including client onboarding, account documentation, allocations, client account structures, and sales order management systems.
• Support the booking, allocation, and management of daily trading activity, ensuring accuracy and adherence to internal controls.
• Serve as a liaison between sales, trading, technology, onboarding, middle office, client maintenance, and other support teams to facilitate efficient execution and issue resolution.
• Monitor and evaluate existing sales and operational workflows, identify opportunities for improvement, and help implement solutions that enhance efficiency, scalability, and risk management.
• Support institutional client onboarding activities, including account setup, documentation collection, and maintenance of trading and settlement infrastructure.
• Assist with management of client credit documentation, trading account approvals, limits, and related operational requirements.
• Coordinate client documentation efforts, including QIB certifications, beneficial ownership documentation, tax forms, and expiring client records.
• Facilitate electronic trading platform enablements, including Bloomberg and Tradeweb connectivity and related account permissions.
• Investigate and coordinate resolution of settlement issues, trade fails, wire payment inquiries, SSI updates, coupon and factor adjustments, and other trade lifecycle events.
• Exercise sound judgment while developing expertise in compliance, regulatory requirements, operational controls, and risk management practices.
• Collaborate with business partners to resolve issues, support strategic initiatives, and contribute to overall desk performance.

Requirements & Tech Stack

• 6+ months of Markets experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Working knowledge of fixed income securities, structured products, and institutional client account structures.
• Familiarity with client onboarding processes, account documentation requirements, and credit-related workflows.
• Experience supporting securities trading activities and post-trade processing.
• Familiarity with ECN platforms such as Bloomberg and Tradeweb.
• Understanding of settlement processes, trade fails, wire payments, safekeeping accounts, and trade lifecycle management.
• Microsoft Office proficiency, particularly Excel, Outlook, Word, and PowerPoint.

Qualifications

• 1+ years of middle office, back office, trade support, sales support, or securities operations experience (Desired).
• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field (Desired).
• Knowledge of COBAM and trading account onboarding processes, including extended settlement accounts (Desired).
• Strong analytical, organizational, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal, written, and interpersonal communication skills.
• Demonstrated ability to work effectively with cross-functional business partners and stakeholders.

Job Expectations

• Ability to work in a fast-paced trading floor environment.
• Up to 10% travel, as needed.
• FINRA licensing requirements: Obtaining and/or maintaining appropriate FINRA license(s) is required. This includes completion of FINRA Securities Industry Essentials (SIE), Series 7, and 63 examinations, or equivalent, within a specified time period. FINRA recognized equivalents will be accepted.
• Subject to FINRA background screening requirements and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing.