Equity Swaps - Client Management

About this role:

Wells Fargo is seeking an Equity Swaps - Client Manager to join the New York Prime Client Management Team. Wells Fargo Prime Services (WFPS) sits within Equities business of Wells Fargo Securities (WFS). WFS is a leading provider of sales, trading, origination, financing, M&A and research solutions to a wide range of corporate and institutional investors. Wells Fargo & Company is a leading global financial institution and is among the highest credit rated US banks and is currently ranked #1 by market capitalization. Learn more about the career areas and lines of business at wellsfargojobs.com.

Wells Fargo Prime Services (WFPS) sits within Equities business of Wells Fargo Securities (WFS). WFS is a leading provider of sales, trading, origination, financing, M&A and research solutions to a wide range of corporate and institutional investors. Wells Fargo & Company is a leading global financial institution and is among the highest credit rated US banks and is currently ranked #1 by market capitalization.

In this role, you will:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent.

It all begins with you.

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

The Client Management Team acts as a primary point of contact and relationship manager for our clients. The business goal is to enhance client engagement, drive operational efficiency, and strengthen profitability by introducing a dedicated Client Manager.  These professionals will focus on relationship management, platform and industry initiatives, profitability analysis, operational issue resolution, and product integration, working in alignment with Client Service, Sales, and other stakeholders.  This Client Manager will look to focus on Portfolio Swaps acting as a conduit between the client, trading desk, client service, product development, and the rest of the firm, providing escalation support, navigation, and helping to deliver real solutions. 

The successful candidate's main responsibilities are client management and implementation of our portfolio swaps platform for Hedge Fund Clients within Prime Brokerage and the broader Bank. As well as:

• Advise experienced leadership to develop client financial objectives
• Analyze gathered facts to reach a conclusion for more complex matters
• Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
• Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
• Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
• Engage with all levels of professionals and managers companywide and serve as a skilled advisor to leadership
• Foster deeper client relationships by proactively engaging with clients to understand their needs and objectives
• Partner with Product Development on delivery of new Portfolio Swaps platform
• Socialize and promote new platform rollout, enhancements, and developments to clients
• Work to train Prime Brokerage client service team on Equity Swaps client service support
• Assist with onboarding new client relationships, ensuring smooth transitions
• Partner with Sales and Trading desks to deliver equity swap products and solutions
• Work closely with Swaps Operations to enhance the coverage model for equity swaps
• Coordinate with Legal and NBM teams to streamline client communication during the onboarding process
• Annual Operational and Platform client reviews for tier 1 clients
• Review complex transactions, process gaps, etc. that require in-depth evaluation and special handling
• Act as a liaison between clients and internal teams, ensuring clear communication and timely resolution of requests
• Analyze and socialize client profitability metrics internally, focusing on operational and balance sheet efficiencies

This position is subject to FINRA Backgr