Vice President, Markets Product and Client Delivery Lead

About the role

Wells Fargo is seeking a Markets Product delivery lead to drive new product rollouts and optimise the end-to-end onboarding process for capital markets clients trading Cash Fixed Income, FX, Rates, Credit and REPO products. The role supports the sales team and operates within the COO CLM Group, which was set up to meet current needs and anticipated expansion. It covers the APAC region.

Key responsibilities

• Drive new Markets product rollouts in APAC, liaising with global client delivery and product partners.
• Work with sales teams and clients to oversee onboarding, set priorities and keep sales, the COO, clients, the negotiation team and partner operations teams updated.
• Ensure timely procurement of agreements and documentation so clients can move smoothly to Operations and Negotiation.
• Manage detailed client onboarding checklists and track key milestones.
• Identify onboarding bottlenecks and drive scalable process and communication improvements.
• Provide onboarding metrics to business management and escalate and remediate issues with sound risk judgement.
• Deliver high-quality client service while meeting internal (risk) and external (compliance) standards.

Required profile

• 5+ years of business relationship support experience, or equivalent through work, training, military experience or education.
• Desired: 8+ years of client onboarding experience across KYC, CDD, regulatory due diligence, account opening and maintenance in wholesale banking or capital markets.
• Desired: strong knowledge of banking regulatory reporting rules such as FINRA, Dodd-Frank, MiFID, EMIR and APAC classification requirements.
• Desired: extensive experience onboarding financial institutions, investment managers and funds, banks, corporates and SPVs.

Required skills

• Strong understanding of capital markets, financial instruments, fund structures and client onboarding documentation.
• Knowledge of KYC, CDD, EDD, AML, tax, regulatory, ISDA, CDEA and GMRA documentation.
• Understanding of investment manager and fund trading and its impact on KYC across jurisdictions.
• Excellent analytical, problem-solving and communication skills; ability to work across organisational levels.