Research Center Consultant
Wells Fargo
Wells Fargo’s Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world.
About this role:
Wells Fargo is seeking a treasury product Research Consultant and product knowledge expert for the Research Center on the Product Solutions Specialist Proposal & Content team. The treasury product Research Consultant partners with GPL Sales to review, vet, research, and complete responses to product-related questions and inquiries by utilizing internal tools and resources and engaging partners when necessary. We seek a flexible, proactive, and intuitive research and product support consultant with independent project management, communication, and organization skills. This role has a high degree of accountability and responsibility.
In this role, you will:
Manage multiple requests holistically, responding to product-related questions by utilizing internal tools and resources
Engage sales partners to review, vet, and clarify request needs and engage product partners for escalation as necessary, completing requests in full
Document and publish questions and answers as appropriate to build repository and share product knowledge
Act as a resource and knowledge expert for specific treasury products and services to sales teams; continuously building and sharing product knowledge, creating efficiencies, and simplifying processes while providing direction on product process requirements
Ensure adherence to compliance regulations and policies
Research, identify, and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace
Develop expertise in Research Center operations, policies, procedures, and compliance requirements
Collaborate and consult with managers, colleagues, partners, and stakeholders to grow and develop the business channel
Required Qualifications:
2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of Wells Fargo treasury product experience
Desired Qualifications:
Extremely high level of organization, project management skills, attention to detail, and communication skills required
Process, procedure, research, and solution-oriented
Ability to work independently while keeping all stakeholders informed of progress
Strong influential and interpersonal communication and teamwork skills
Broad treasury product knowledge and expertise
Job Expectations:
This position is not eligible for Visa sponsorship
This position is a hybrid work model. Must be willing to work out of the Charlotte, NC office approximately 3 days a week
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$63,600.00 - $113,000.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:
15 Jun 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.