About this role:

Wells Fargo is seeking a Sales Enablement Consultant. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

Working with an industry leading Sell Side Equity Advisory team and working closely with the Senior Sales Specialist to manage and submit Research interactions, Significant opportunities to learn, develop and work as an integral member of the CIB business team

In this role, you will:

Participate in providing one on one sales coaching within a moderately complex product line, market, or business segment
Identify opportunities for process improvements within scope of responsibilities or functional area
Analyze performance trends, identify developmental needs and provide coaching techniques and recommendations to improve sales performance
Act as a business partner in providing necessary tools and resources to sales members to increase the sale of financial products and services
Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures and compliance requirements
Collaborate and consult with Sales Enablement colleagues, internal partners and stakeholders, including internal as well as external customers

Required Qualifications:

2+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualification:

Holistic understanding of the Equity Research landscape and monetization lifecycle
Competence in using different aggregators - Corpaxe, Commcise, Dealogic, Bloomberg, Markit etc.
Demonstrate strong organizational skills with proactive attitude to take initiative and ownership
Have a solution-oriented mindset to resolve existing and upcoming challenges
Attention to detail, balanced against the need for timely submission
Ability to effectively maintain, coordinate, prioritize multiple tasks and projects
Identification of gaps and opportunities for process improvement
Team player with willingness to handle different products and assignments
Able to work independently and yet be part of a team.
Ability to proficiently use Microsoft Office Applications – Power Point and Excel - finding/sorting/reformatting data/pivot tables/build macros, without making errors
Sufficient proficiency in English and communicate effectively with key stakeholders across different department
Python, Power BI, Excel VBA programming would be an added advantage
Work closely with Sales and Research Analysts to submit Research and Corporate Access interactions for multiple clients across different aggregators at pre defined frequency with complete adherence to the deadline
Maintain aggregators directory enabling accurate receipt of broker vote and submission of interaction
Maintain client and internal database by working closely with various stakeholders across departments
Maintain and publish forward calendar with accurate updates ensuring visibility of upcoming events
Generate insightful analysis encompassing interaction summaries by client and analysts, interaction rejection analysis, periodic reporting for global management enabling strategic client decision making
Drive efficiency through automation of recurring tasks using VBA , Advanced excel , SQL etc.
Prepare detailed SOPs clearly outlining client level nuances and aggregator requirements
Work independently on complex projects and deliver high quality projects

Posting End Date:

2 Mar 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Client Management Analyst

Wells Fargo

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