Equity Research Sales, San Francisco at Wells Fargo
San Francisco, CA 94105, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Sep, 25

Salary

359900.0

Posted On

17 Jun, 25

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Equity Capital Markets, Training, Derivatives

Industry

Financial Services

Description

REQUIRED QUALIFICATIONS:

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

DESIRED QUALIFICATIONS:

  • A BS/BA degree or higher
  • Existing West Coast long-only and hedge fund relationships
  • Bulge bracket experience with the ability to sell multiple equity products
  • Deep knowledge of equity capital markets
  • Expert in tailoring communication and distribution of the firm’s equity research product based on client needs/preferences
  • Understanding of derivatives and options strategies
  • Understanding of macro/credit markets
  • Strong communication skills and ability to interact with clients
  • Strong analytical and quantitative skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Strong teamwork orientation

APPLICANTS WITH DISABILITIES

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

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

Responsibilities

ABOUT THIS ROLE:

Wells Fargo is seeking a Equity Research Salesperson based in San Francisco covering many of the firm’s top West Coast long only and hedge fund relationships. Learn more about the career areas and lines of business at wellsfargojobs.com.

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. 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.
This individual will work at a senior level to sell the firm’s research and new issue product to important client base. The role requires working closely with our Prime brokerage team to identify new opportunities and fortify existing relationships and have an understanding and working knowledge of products/strategies to help clients who want to express their investment views using options. The role will also support our focus on building strong client relationships balanced with a strong risk mitigating and compliance driven culture.

In addition:

  • 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
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