Product Specialist

  • Company: Wells Fargo
  • Location: Missouri, United States
  • Posted: September 10, 2017
  • Reference ID: 5355253-1
Job Description

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 (, 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 strategies, trust, insurance and both individual and institutional retirement.

Wells Fargo Advisors (WFA): Wells Fargo Advisors 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.

The Product Specialist within Wells Fargo Advisors reports to the Advisory Senior Product Manager and is responsible for supporting the Firm Branded marketing & communication efforts for Product Marketing & Communications team. This is primarily a support role, and will be tasked with assisting the Senior Product Manager and other Product Managers on the team. The role also involves interacting and creating strong partnerships with the Advisory Services Group, Business Development Group, Channel Relationship Management and Compliance and providing solutions to their product communications needs. This role will assist in the publishing and distribution of Firm approved communications and existing marketing materials. The Product Specialist has the primary responsibility for:

•Publishing and maintaining InfoMAX websites

•Compliance Review and recordkeeping

•Distribution of Marketing Materials for Investment & Advisory Products (internal and client facing)

•Implementation for product communications to FAs/home office (conference calls, newsletters, e-mails, internal desks training)

•Manage multiple small projects and provide project support on larger scale initiatives

Required Qualifications

  • 2+ years of product management experience, marketing experience, or a combination of both

Desired Qualifications

  • A BS/BA degree or higher
  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
  • Highly refined and professional verbal and written communications
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Knowledge and understanding of brokerage industry: products, services, operational policies, and procedures
  • Knowledge and understanding of intranet publishing
  • Knowledge and understanding of writing, editing, coordinating, and publishing sensitive documentation
  • Strong organizational, multi-tasking, and prioritizing skills
  • Knowledge and understanding of advisory products and services

Other Desired Qualifications

•Experience reviewing corporate materials, customer communications, public-facing content, and project documentation for compliance with applicable laws and regulations

Job Expectations

  • Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 66 (or 63 and 65) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • 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.


    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.

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