Jobs at Wells Fargo in United States, Pittsburgh

In this role, you will:

• Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms
• Partner with Strategic Partners and Internal Centers of Influence to drive sales results
• Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances
• Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities
• Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others
• Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies
• Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

• 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
• Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions
• Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities
• Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights
• Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes
• Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings

Job Expectations:

• In-market travel required on a daily basis.
• Willingness to work on-site at stated location on the job opening
• FINRA Series 63 and Series 65 (or 66) examinations, or equivalent 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
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
• 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
• This position is not eligible for Visa sponsorship

Job Location:

• Pittsburgh, PA

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

$100MM to $2B

In this role, you will:

• Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Completion of formal credit training program
• Commercial banking account relationship management experience for clients with annual revenue of$100MM to $2B
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• 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

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.