Wells Fargo is seeking a Market Sales Manager in Wealth and Investment Management as part of Wells Fargo Advisors. We are seeking a driven and goal-oriented professional with extensive experience in growing asset flows and fostering liability growth. The Market Sales Manager will have a proven ability to partner with leadership share best practices, new wealth management solutions and help advisors grow. Learn more about our career areas and lines of business at wellsfargojobs.com
In this role, you will:
Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets
Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors
Identify and advise best solutions and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of advisors and clients
Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area
Partner with strategic relationships, investment and commercial banking, investment product and planning specialists, and the Centers of Excellence (i.e. Business Advisory, Estate Planning, Trust Advisors, Philanthropic Services, Family Dynamics, Custom Lending)
Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives
Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, advisors, business leaders, and community leaders, to achieve growth in market share, and meet client needs
* This position is eligible for an annual discretionary award.
Required Qualifications:
5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Successfully completed FINRA Series 7, 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents) must be completed within 90/180 days of hire date if it is not available for transfer upon hire.
Excellent communication and interpersonal skills, with a track record of effective financial advisor coaching
Strong leadership and strategic planning skills
Strong relationship building and presentation skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Demonstrated successful growth through strategic development, leveraging leadership skills and extensive experience
Job Expectations:
Ability to travel up to 25% of the time (1 week a month)
Posting End Date: 14 Nov 2024 *Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.