Client Management Analyst - Interaction Submission

About this role:

Wells Fargo is seeking a Senior Sales Enablement Consultant

The roles involves

- Working with an industry leading Sell Side Equity Advisory team

- 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 front office teams in business.

In this role, you will:

• 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

Hybrid working model:

• No of days working from office in a week: Minimum 3 out of 5 days
• Shift followed: Minimum 3-5 hours of overlap with US teams required
• Work location: Bangalore

Required Qualifications:

• 

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

• Outstanding academic qualifications with a minimum of Bachelors degree from a premier educational institution

• Holistic understanding of the Equity Research landscape and monetization lifecycle
• Competence in using different aggregators - Corpaxe, Commcise, Dealogic, Bloomberg, Markit etc.

Job Expectations:

• 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
• 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
• Candidates are expected to demonstrate proficiency in AI tools and other emerging technologies to drive innovation and efficiency. This includes leveraging platforms like Microsoft Copilot etc, to automate workflows, enhance decision-making, and deliver actionable insights. Ability to interpret AI outputs, validate insights, and make informed business decisions.
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.
• Python, Excel VBA programming would be an added advantage
• Sufficient proficiency in English and communicate effectively with key stakeholders across different department

Posting End Date:

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 units risk appetite and all risk and compliance program requirements.

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.

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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.