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Structured Products Sales Program Analyst

Wells Fargo · Charlotte, NC

📍 CHARLOTTE, NCvia workdayFirst listed here 2026-11-04
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Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading. About this Role: Wells Fargo is seeking a highly motivated Structured Products Sales Program Analyst to support the Structured Products Group (SPG). This role offers a unique opportunity to develop expertise across tier one institutional clients through execution support.  The successful candidate will work closely with sales professionals, traders, operations, technology, and client service teams to support the full trade lifecycle, drive process improvements, and help deliver exceptional service to institutional clients. This position provides significant exposure to structured products, securities markets, client relationship management, and front-office sales activities.  In this role, you will:  Be expected to take ownership of your professional development by actively seeking opportunities to expand your knowledge, skills, and understanding of the business. This includes engaging colleagues with thoughtful questions, building strong relationships with traders and business partners, and regularly reviewing product primers and market materials to deepen knowledge of SPG products, market dynamics and industry trends 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 while 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 Required Qualifications: 6+ months of Markets experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications:  1+ years of middle office, back office, trade support, sales support, or securities operations experience Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field 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 Knowledge of COBAM and trading account onboarding processes, including extended settlement accounts Familiarity with ECN platforms such as Bloomberg and Tradeweb Understanding of settlement processes, trade fails, wire payments, safekeeping accounts, and trade lifecycle management 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 Advanced proficiency with Microsoft Office applications, particularly Excel, Outlook, Word, and PowerPoint 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 Visa sponsorship is not available Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Securities Industry Essentials (SIE), Series 7, and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and c

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