Head of Investment Products, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
New York
Saint Louis

Category:
Banking

Contract Type:
Employment contract

Salary:

250000.00 - 420000.00 USD / Year

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Job Description:

The Head of Investment Products leads the strategy, development, and management of Wealth & Investment Management’s (WIM) investment product offerings including advisory, alternatives, insurance, annuities, packaged products, and retirement and institutional consulting. This leader is responsible for aligning product innovation with client needs, regulatory requirements, and market trends.

Job Responsibility:

Define and execute the investment product roadmap aligned with WIM strategy
Lead the design and launch of new investment products (e.g., mutual funds, ETFs, SMAs, alternative investments)
Enhance existing programs to ensure WIM delivers a best-in-class offering and experience (e.g., ongoing enhancements to the unified managed account program)
Conduct market research and competitive analysis to identify product opportunities
Oversee the lifecycle of all investment products, ensuring applicability, regulatory compliance, and relevance
Collaborate with partners across WIM (Well Fargo Investment Institute, Client Relationship Group, Legal, Risk, Compliance, Marketing, etc.) to ensure product integrity and positioning
Monitor product profitability and recommend enhancements or rationalization
Partner with distribution and advisor channels to support product education and adoption
Develop product positioning, sales materials, and training content
Serve as a subject matter expert for internal and external stakeholders
Ensure all products comply with FINRA, SEC, OCC, and other regulatory body requirements
Work closely with Legal, Compliance, and Risk to manage client contracts, disclosures, and other communications as well as regulatory filings
Maintain a robust control environment assuring an understanding of risk and mitigates
Build and lead a high-performing investment product team
Foster a culture of inclusion, innovation, accountability, and client-centricity.

Requirements:

8+ years of experience in Investment Product Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of Management experience
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Nice to have:

Successfully completed Financial Industry Regulatory Authority (FINRA) Series 65 examination (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Exceptional verbal, written, and interpersonal communication skills
Proven ability to collaborate effectively and cultivate strategic partnerships
Extensive leadership experience with demonstrated success in managing and motivating teams
Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
Consistent record of driving revenue growth and achieving targeted business outcomes
Expertise in building, rewarding, and retaining high-performing teams
Direct regulatory experience encompassing OCC, Federal Reserve, FINRA, and/or SEC compliance
Comprehensive investment background with experience in product management, investment consulting, and investment research
In-depth understanding of global markets and a wide range of market instruments
Strong interpersonal acumen with the capacity to inspire and influence colleagues
Ability to operate effectively within a complex, matrixed organizational structure
Demonstrated aptitude for leading teams through periods of change
Knowledge of operational workflows with a strong commitment to risk management and governance processes.

What we offer:

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.

Additional Information:

Job Posted:
August 06, 2025

Expiration:
October 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head of Investment Products