Lead Trade Finance Products Consultant

Posted 16 Days Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead the development and governance of trade finance products (letters of credit, standby LC), monitor product performance, conduct testing and user feedback, consult clients on payment and risk-mitigation solutions, develop business plans, collaborate cross-functionally, and ensure compliance, reporting, and data flow integrity while supporting product initiatives and presenting recommendations.
Summary Generated by Built In
About this role:
Wells Fargo is seeking an experienced Trade Finance Products Consultant to oversee the development and management of trade finance products, focusing on product governance and market analysis meeting client needs and collaborating with various teams to ensure product success.
In this role, you will:
  • Support Commercial LC and Standby LC product managers on product governance initiatives
  • Monitor product performance, analyze key matrices and identify areas for improvement
  • Conduct product testing, gather user feedback and iterate on product features
  • Ability to define and help resolve problems, identify product risks and propose solutions to mitigate them
  • A grasp of how letter of credit data flows to help ensure proper accounting, data flows and reporting
  • Consult with clients on products such as payment, trade, risk mitigation and project financing
  • Develop and execute business development plans and proposals for product
  • Act as primary product specialist for varied portfolio of clients developing and executing business development plans and closing deals
  • Support product development, initiative and campaigns
  • Present recommendations as a product specialist within set guidelines
  • Be responsible for effective partnerships with other departments
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 5+ years of Commercial Banking Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Deep understanding of trade finance products, processes, and lifecycle management
  • Strong analytical thinking with sound problem-solving and decision-making capabilities
  • Effective communicator with strong presentation and interpersonal skills
  • Solid knowledge of applicable regulations, risk, and compliance frameworks
  • Extensive expertise in letters of credit and associated governing rule sets (e.g., UCP, ISP)
  • Proficient in product analytics, including designing and interpreting performance reports
  • Proven ability to collaborate cross-functionally to deliver against product roadmaps
Job Expectations:
  • Up to 20% travel
  • Willingness to work on-site at stated location on the job opening.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Posting End Date:
16 Jul 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.
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.
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.

Skills Required

  • 5+ years of Commercial Banking Products experience
  • Willingness to work on-site at stated location
  • Up to 20% travel
  • Deep understanding of trade finance products, processes, and lifecycle management
  • Extensive expertise in letters of credit and governing rule sets (e.g., UCP, ISP)
  • Solid knowledge of applicable regulations, risk, and compliance frameworks
  • Proficient in product analytics, including designing and interpreting performance reports
  • Strong analytical thinking, problem-solving, presentation, and interpersonal skills
  • Proven ability to collaborate cross-functionally to deliver against product roadmaps

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
  • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
  • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

Wells Fargo Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

Gallery

Gallery
Gallery
Gallery
Gallery

Wells Fargo Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQSan Francisco, CA
Bangalore, Bangalore
Belfast, GB
Bengaluru, Karnataka
Chandler, AZ
Charlotte, NC
Technology Center
Hyderabad, Telangana
Irving, TX
New York, NY
New York, NY
Phoenix, AZ
Learn more

Similar Jobs

Hybrid
Charlotte, NC, USA
205000 Employees
Hybrid
Charlotte, NC, USA
205000 Employees

Wells Fargo Logo Wells Fargo

Operations Specialist

Fintech • Financial Services
Hybrid
Charlotte, NC, USA
205000 Employees
100K-196K Annually
Hybrid
Charlotte, NC, USA
205000 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account