Charlotte, North Carolina

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application. 

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.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers. 
  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Retirement Plan Product Manager (Product Manager 2)
This Retirement Plan Product Manager (PM2) is a retirement plan professional focused on product and risk management control. This individual in coordination with Retirement Product Consulting leaders, will work with various stakeholders across the firm such as WIM Operations, Compliance, Risk and Legal to ensure that applicable policy & procedures are implemented and/or maintained and in identifying, researching and developing any new sales or product opportunities.   
The ideal candidate has product management experience supporting the development and/or implementation of retirement plan sales strategy across several platforms, possesses strong written and verbal communication and doesn’t mind working in a high-volume, fast-paced environment supporting multiple retirement plan products.
Responsibilities include: 

  • Supporting employer retirement plan product solutions, sales ideas and strategies to help financial advisors retain and grow employer sponsored retirement plans primarily 401(k) but could include defined benefit, profit sharing, SEP, SIMPLE IRA and Non-Qualified Deferred Compensation plans based on assessment of competitive environment and new opportunities. 
  • Creating, implementing, and maintaining proper documentation of policy and procedures
  • Assisting with SEP and SIMPLE IRA product oversight and plan documents
  • Applying technical knowledge and understanding of qualified plans, SEP and SIMPLE IRAs to assess regulatory impacts
  • Executing product changes including marketing material, internal resources in response to regulatory and market demands
  • Assisting client facing employees with firm approved information to respond to Request for Proposal (RFP) inquires
  • Act as subject matter expert with in-depth knowledge of retirement plan products across multiple platforms and assist in training and educating team members and financial advisors.

Required Qualifications

  • 3+ years of product management experience, product development experience, or a combination of both

Desired Qualifications

  • FINRA registration including Series 7 (or FINRA recognized equivalents)
  • FINRA registration including Series 66 (or FINRA recognized equivalents)
  • FINRA registration including Series 24 (or FINRA recognized equivalents)
  • Retirement plan experience
  • Ability to work effectively, as well as independently, in a team environment

Other Desired Qualifications
  • Retirement plan related industry designation
  • Familiarity with InfoMax

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

NC-Charlotte: Min: $62,500 Mid: $88,000 Max: $113,500

Street Address

NC-Charlotte: 401 S Tryon St - Charlotte, NC


    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.
    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary


Visit for benefits information.

Charlotte, North Carolina

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re so committed to hiring and retaining military veterans, veterans with disabilities, National Guard members, and Reservists that we’ve made it our goal is to employ 20,000 veterans by 2020.

As a Wells Fargo team member, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Team Member Network, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit Let’s talk about turning your military experience into a great civilian career.

Similar jobs