Hybrid Private Wealth Planning Support Manager

at Wells Fargo

• Job title: Private Wealth Planning Support Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $119,000 - $206,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Swift
• Location requirements: Hybrid, Minneapolis, United States

About the role

• Manage Business Growth Strategy team working on developmental strategies for Wells Fargo. Focus on achieving growth and financial objectives in various business segments across regions.

Responsibilities

• Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a particular geographic region or portion of a larger business segment to ensure segment specific growth and achievement of financial objectives
• Negotiate and influence executive management of various sales channels to provide focus, additional product, or sales training to meet market or segment objectives
• Identify new or emerging channels, as well as resources and intermediaries
• Develop integrated strategies and programs, as well as execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business
• Make supervisory and tactical decisions related to team supervision, work allocation, and daily operations under direction of Business Growth Strategy functional area management
• Manage a team of consultants
• Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development
• Manage allocation of people and financial resources for Business Growth Strategy
• Mentor and guide talent development of direct reports and assist in hiring talent

Requirements

• 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience
• Bachelor's degree
• Series 7 registration
• Detailed understanding of the financial services industry.
• Proven ability to communicate and interface effectively with senior leaders/principals/FAs.
• Demonstrated ability to work as part of a team.
• Ability to identify and evaluate trends, isolate root cause, and provide swift and thorough resolution.
• Excellent time management, project management and presentation skills.
• Significant knowledge and understanding of the business (i.e. operations, technology offerings, compliance, products, services, etc).
• Excellent project management skills
• Strong verbal, written, and interpersonal communication skills
• Strong presentation skills
• Exceptional process, execution and decision making skills with a high level of personal effectiveness and credibility
• Effective organizational, multi-tasking, and prioritizing skills.
• Ability to interact with all levels of an organization.
• Extensive cross-functional brokerage operations experience.
• A working knowledge of BETA and Smart Station/workflow.
• Understanding of the independent advisor business.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement