Executive Director, Institutional Rates Sales

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.

Markets provides solutions to clients with the means to manage their exposure through various derivatives, lending and cash products across Structured Products Group, Rates, Equities, Foreign Exchange, Municipal Products Group, Credit Sales & Trading.

About this role:

Wells Fargo is seeking a Senior Lead Securities Sales Specialist within Corporate & Investment Banking / Markets Division as part of the sales and trading platform for FX and interest rates.

 

Under this group, the Institutional Rates & FX Sales team helps clients manage exposures to interest rate and FX risk through the structuring of hedging strategies.  Our integrated sales team provides best in-class interest rate and FX products, execution and customer service for Wells Fargo’s Corporate and Investment Banking franchise.

 

Positioned within the Institutional Rates & FX Sales team, this Executive Director role is a Rates focused senior client facing role and involves a high degree of partnership across the platform to provide interest rate and FX risk management.  

In this role, you will:

• Cover large institutional clients
• Conduct trades with broad impact, and act as key participant in developing, implementing, and monitoring risk based programs to recommend settlements and unique remediation solutions
• Review and analyze complex business, operational, or technical challenges that require in-depth evaluation of the client’s needs
• Make decisions for providing proactive communication and consultation requiring a sound understanding of client support to meet deliverables and drive new initiatives
• Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor
• Drive the origination, coverage and structuring for a specific client segment
• Maintain consistent, professional, and value-added client coverage
• Contribute to overall team goals set and participate in platform initiatives
• Work effectively with Rates & FX partners to develop and implement holistic risk management strategies for Wells Fargo’s corporate clients
• Maintain strong discipline around credit risk management, CVA/Capital to achieve appropriate risk return targets
• Build strong working relationships with all Banking and product partners across platform
• Partner effectively with all support areas to deliver superior customer service
• Help train, mentor, coach and develop junior talent
• Ensure compliance with all new Dodd-Frank and Other regulatory rules and help guide team to improve process to meet market practices as they develop

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:

• 7+ years foreign exchange experience or other equivalent capital markets experience
• Experience working with complex hedging and funding structures
• In-depth knowledge of XVA and bank capital treatment of derivatives
• Effective organizational, multi-tasking, and prioritizing skills
• Strong analytical and quantitative skills
• Proven ability to create effective relationships with internal partners and clients
• High proficiency in PowerPoint, Word and Excel with comfort creating original, client/business-ready content
• High proficiency in financial modeling (derivatives modeling)
• High proficiency with Bloomberg terminal
• Self-motivated to perform at a high level
• Desire to work in collaborative environment
• Capital markets and accounting knowledge
• A strong work ethic and positive attitude
• A BS/BA degree or higher in business administration, economics, finance, or related field

Job Expectations:

• Up to 50% travel
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Securities Industry Essentials (SIE), Series 63 and Series 7 examinations must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. 
• This position is subject to Dodd-Frank Background Screening Requirements, including successful completion and clearing of a background screen. Applicants are subject to a new screen to comply with Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act which states that Associated Persons (AP) cannot be subject to statutory disqualification. Under industry regulations, an AP is defined as a team member who solicits or accepts client orders for swaps. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• 5 days in office expectation (125 High St, Boston MA)

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $215,000.00 - $355,000.00

Posting End Date:

3 Nov 2026

*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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.