Wells Fargo

Financial Planning and Analysis

• Advise on the distribution of mutual funds, ETFs, and other registered products, including compliance with the Investment Company Act of 1940 and related SEC rules (e.g., Rule 12b‑1, Rule 22c‑1, Regulation Best Interest).
• Provide legal support for the distribution of private funds, including private placements under Regulation D, Regulation S, and related state blue sky requirements.
• Draft, review, and negotiate distribution‑related agreements, including selling agreements, dealer agreements, sub‑advisory arrangements, placement agent agreements, and intermediary contracts.
• Advise on marketing and advertising materials for registered and private funds, including compliance with SEC advertising and marketing rules.
• Counsel business partners on broker‑dealer, investment adviser, and intermediary regulatory issues.
• Monitor regulatory developments impacting fund distribution and provide proactive guidance to business and compliance teams.
• Collaborate closely with compliance, operations, product, and sales teams to facilitate compliant product launches and initiatives.

Senior Counsel – Mutual & Private Fund Distribution, Wealth & Investment Management

Product Manager

• Lead or participate in a variety of complex functions within the digital environment
• Contribute to large-scale planning related to the execution of the digital strategy
• Review and analyze complex work across content strategy, customer experience, analytics/research, and product management, requiring in-depth evaluation of multiple variables
• Independently resolve complex issues and make sound decisions
• Lead teams to meet project deliverables while applying a strong understanding of digital initiatives, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve issues and achieve shared goals
• At times, lead projects, teams, or provide direction to junior staff on less complex digital initiatives

Senior Digital Product Manager

Full-stack Engineer

• Serve as the top technical subject matter expert for regulated messaging, digital communications governance, and eComms archiving platforms
• Define and maintain reference architectures, engineering standards, and design patterns for capture, retention, surveillance, and archiving technologies
• Lead the design and resolution of the most complex technical challenges, including scale, latency, data integrity, resiliency, and regulatory constraints
• Provide hands-on technical guidance for critical initiatives, platform integrations, migrations, and modernization efforts
• Ensure retention, supervision, surveillance, legal hold, and evidentiary integrity requirements are embedded into solutions from inception
• Partner with Product, Architecture, Cyber Security, Risk, Compliance, Legal, and Operations to deliver compliant and operationally sound solutions
• Influence platform strategy, vendor roadmaps, and technical investment decisions within the regulated messaging domain
• Review and approve high-risk or high-impact designs, changes, and architectural exceptions
• Act as an escalation point for major incidents, root cause analysis, and long-term corrective actions affecting regulated communications
• Mentor senior engineers and set expectations for engineering rigor and compliance-by-design across the domain

Principal Engineer, Regulated Messaging

• Act as a top subject matter expert to lead digital products, initiatives, for a functional area within the digital environment with enterprise impact, high risk and/or with significant scope, cost, and benefits
• Lead the strategy and resolution of the most complex and significant development and execution of digital business plans, programs and initiatives which have significant impact across multiple areas or the enterprise
• Deliver solutions that are long-term, large-scale, broad-reaching, and require vision, creativity, innovation, advanced analytical and inductive thinking
• Coordinate highly complex activities and resolution
• Provide vision, leadership, and industry expertise regarding digital strategy for product/functionality/experience area
• Influence digital strategy for the business line or enterprise that significantly impacts the organization's business and financial operations
• Strategically lead all levels of professionals and managers across the enterprise
• Serve as an expert advisor to leadership
• Represent the company externally in industry networking and trade and technical events
• Act as the senior workplace technology partner for the line of business, serving as the single point of accountability for translating business needs into prioritized workplace technology outcomes
• Develop and maintain a rolling 12–18 month workplace technology roadmap aligned to business strategy, employee personas, regulatory obligations, and enterprise standards
• Partner with business leaders to understand workflows, pain points, and productivity opportunities, and translate those insights into outcome-focused product strategies rather than feature-driven requests
• Lead transparent portfolio prioritization, facilitating explicit trade-offs across competing demands, and aligning initiatives to firmwide strategy, capacity, and Run-the-Bank commitments
• Ensure regulatory, risk, security, records management, and compliance requirements are embedded into workplace technology products from inception, not treated as after-the-fact gates
• Serve as a trusted advisor to executive stakeholders by presenting decision-ready options that clearly articulate value, cost, risk, and trade-offs
• Partner with Workplace Technology domain product owners to influence solution direction while respecting clear ownership boundaries
• Drive adoption and value realization by defining success metrics, tracking outcomes post-launch, and partnering on change management and communications
• Reduce fragmentation and shadow IT by acting as a clear front door for workplace technology needs and aligning solutions to enterprise standards and platforms
• Elevate governance effectiveness through well-defined decision forums, lightweight controls, and consistent executive communications without introducing unnecessary bureaucracy

Principal Digital Product Manager – Workplace Technology

• Develop and drive strategy for consumer deposit products, including Prime and Premier Checking, spanning products, solutions, and end‑to‑end customer experiences
• Serve as the de facto owner of the product roadmap, ensuring alignment across strategic objectives, customer needs, economic outcomes, and delivery priorities
• Lead product design and lifecycle management for defined customer segments in close partnership with key business and functional stakeholders
• Provide overall product management leadership and strategic direction for consumer checking products (Prime and Premier Checking) and associated experiences
• Evaluate and arbitrate trade-offs across growth initiatives, pricing strategies, experience investments, and risk considerations in partnership with Finance and Risk leaders
• Provide vision, expertise, and strategic guidance to senior leadership on innovative products and solutions that meet evolving customer needs
• Analyze customer insights, market and competitive dynamics, trends, regulatory requirements, and risk considerations to inform product strategy, design, and experience delivery
• Develop and influence business plans, success metrics, requirements, and change initiatives across multiple teams and organizations
• Articulate product vision and strategy, define scope, establish measurable outcomes, and guide the evolution of deposit products, solutions, and experiences
• Engage and influence leaders, stakeholders, subject matter experts, and delivery teams across the enterprise to drive alignment and execution
• Act as a senior thought partner to executive leadership by shaping agendas, framing decisions, influencing outcomes, and driving strategic clarity

Senior Lead Product Manager

• Provide support in the origination and execution of primary CLO transactions working closely across structuring and syndicate throughout the deal process
• Interact with CLO issuers and asset manager clients, investors, rating agencies, legal counsel, and internally with syndicate and sales, middle office and operations personnel
• Carry out the execution process of a transaction, including marketing materials, documentation, guidance on structuring and deal modeling, rating agency correspondence, investor requests and analysis
• Work closely with senior members of the team to help drive growth of the CLO franchise in generating new issue mandates by connecting CLO managers and debt and equity investors
• Assist in the underwriting and execution of asset backed lending facilities including both broadly syndicated CLO warehouses and middle market lending facilities
• Facilitate term sheets and legal documents, manage the diligence and credit approval processes and oversee the portfolio management of credit facilities

Associate, Corporate Debt Finance

Customer Support

• Oversee overall customer experience
• Service treasury management products and services for external and internal customers
• Identify and resolve client issues, acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services to meet and exceed client needs
• Identify trends through client interactions
• Identify exceptions and suggest products, procedures or services that will assist in streamlining the clients' interactions
• Train clients on products and services to ensure optimal delivery and meet implementation needs
• Perform post implementation product usage
• Identify opportunity for process improvements
• Review and analyze the decision process for customer accounts
• Verify compliance and report identified issues for resolution
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Business Relationship Support Representative

Research Analyst

• Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
• Assist investment analysts in sourcing and adding strategies to GMR’s recommended list.
• Evaluate third party investment firms through an operational lens
• Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
• Perform risk analysis on third-party investment firms
• Cover a universe of third party investment firms, following GMR’s stated process.

Senior Retail Investment Research Analyst

Security Engineer

• Provide Program Leadership & Operational Execution, Technical & Security Leadership
• Lead day-to-day operational execution of Application Security programs
• Partner with leadership on strategy development and execution
• Coordinate and implement assigned projects and initiatives
• Establish and track performance goals and operational metrics for self and team
• Monitor team deliverables to ensure timeliness, quality, and alignment with expectations
• Strengthen integration of AppSec controls across enterprise tools and CI/CD pipelines
• Improve workflow alignment between Security Architecture and Application Security functions
• Design and implement repeatable, scalable, and automated AppSec processes
• Drive prioritization frameworks aligned with enterprise risk and business objectives
• Enhance transparency and reporting of AppSec processes, execution status, and outcomes
• Provide hands-on technical leadership in tooling integration, automation, and process execution
• Lead implementation of shift-left security strategies while maintaining strong developer experience
• Recommend mitigation strategies for identified application security risks
• Serve as an AppSec representative in cross-functional governance and technical forums
• Partner with AppSec governance teams to support control development, validation, and testing
• Collaborate with control management and cybersecurity leadership to design new security controls
• Support internal and external audits, regulatory reviews, and third-party assessments
• Implement ongoing product enhancements and fine-tuning of rules to increase precision in identifying and prioritizing application security defects

Senior Information Security Engineering Manager

Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Branch Manager

Graphics Designer

• Creative leadership & art direction
• Lead concepting, story development, mood boards, and visual systems for multi‑channel campaigns and brand initiatives.
• Champion brand consistency, accessibility, and quality across every deliverable and touchpoint.
• Translate business goals and briefs into clear creative strategies, timelines, and deliverables.
• Video production (end‑to‑end)
• Own the full video workflow: scripting and storyboarding → production planning → directing/DP on set → editing, motion graphics, color, audio mix, and final delivery.
• Optimize aspect ratios, codecs, captions, and versions for web, social, events, internal platforms, and broadcast.
• Maintain organized project files, releases, and asset management in line with legal/compliance standards.
• Graphic & visual design
• Design campaign visuals, presentation systems, event collateral, infographics, one‑pagers, landing pages/hero assets, email and social templates.
• Extend and evolve brand guidelines, component libraries, and design tokens; ensure ADA‑compliant color, typography, and overall visual accessibility.
• Collaborate with writers, marketers, and stakeholders to align visuals with messaging and campaign objectives.
• Oversee print production workflows and manage promotional merchandise projects from start to finish, ensuring accurate file preparation, proofing, vendor coordination, and on time delivery.
• Project & stakeholder management
• Scope, estimate, and sequence work; manage timelines and resources across multiple concurrent projects.
• Present creative rationale to partners and leadership; incorporate feedback while protecting the integrity of the idea.

Lead Graphic Designer

Security Analyst

• Lead the planning, coordination, scheduling, and execution of tabletop exercises focused on emerging threats and resiliency capabilities.
• Partner closely with application, infrastructure, identity, cloud, backup, and security teams to coordinate participants and timelines.
• Design and facilitate threat‑informed tabletops, execute hands‑on recovery scenarios, validate recovery runbooks through execution, and assess key technical resiliency capabilities.
• Ensure that risks to all information assets are being managed in a timely and effective manner to meet the Information Security Program requirements and current threat landscape.
• Provide vision, direction, and expertise to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide strategies.
• Ensure the team has the necessary training and is keeping abreast of regulatory and compliance issues.
• Engage with all levels of professionals and managers companywide and serve as an experienced advisor to leadership.

Senior Lead Information Security Analyst

• Serve as the top technical subject matter expert for collaboration and regulated communications platforms, with enterprise-wide impact.
• Define and maintain reference architectures, engineering standards, and design patterns for M365 (OneDrive, SharePoint Online, Exchange Online, Office) collaboration and Trader Voice solutions.
• Lead the design and resolution of the most complex technical challenges, including resiliency, latency, scalability, and regulatory constraints.
• Provide hands-on technical guidance for critical initiatives, migrations, and platform enhancements.
• Ensure security, compliance, recording, surveillance, retention, and evidentiary requirements are embedded into solutions from inception.
• Partner with Product, Architecture, Cyber Security, Risk, Compliance, and Operations to deliver solutions that balance experience, control, and reliability.
• Influence platform strategy, vendor roadmaps, and technical investment decisions.
• Review and approve high-risk or high-impact designs, changes, and exceptions.
• Act as an escalation point for major incidents, root cause analysis, and long-term corrective actions.
• Mentor senior engineers, and be the go-to person, set expectations for engineering excellence across the collaboration domain.

Collaboration Principal Engineer

Platform Engineer

• Ensure high availability, performance, and security of production systems across Windows, Linux, and cloud environments.
• Engineer and support workloads including containerized workloads using Kubernetes and Docker, enabling scalable microservices architectures.
• Lead infrastructure provisioning and configuration using Terraform, Ansible, and cloud-native tools.
• Develop automation scripts and pipelines to eliminate manual toil and accelerate incident response.
• Implement observability frameworks using SLIs/SLOs, Prometheus, Grafana, and GCP Operations Suite.
• Drive proactive monitoring, alerting, and telemetry across hybrid environments.
• Lead incident response, root cause analysis, and postmortems.
• Build self-healing systems and automated remediation workflows using cloud-native services and scripting.
• Collaborate with InfoSec to enforce hardening standards, manage vulnerabilities, and support compliance initiatives.
• Partner with developers, application owners, and infrastructure teams to deliver reliable, cloud-native platforms.

Senior Counsel – Mutual & Private Fund Distribution, Wealth & Investment Management

Senior Digital Product Manager

Principal Engineer, Regulated Messaging

Principal Digital Product Manager – Workplace Technology

Senior Lead Product Manager

Associate, Corporate Debt Finance

Business Relationship Support Representative

Senior Retail Investment Research Analyst

Senior Information Security Engineering Manager

Branch Manager

Lead Graphic Designer

Senior Lead Information Security Analyst

Branch Manager

Collaboration Principal Engineer

Senior Engineer – Platform Engineering