דרושים Ultra/high Net Worth & Institutional Consultant ב-Wells Fargo ב-United States, Saint Louis

About this Role:

Wells Fargo is seeking ato join the
This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet’s value proposition in the independent advisor marketplace.

In this role, you will:

• Administer and manage FiNet incentive programs and working capital loan program

• Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction

• Ensure compliance and accuracy in financial transactions and agreement documentation

• Partner with internal stakeholders to implement business strategies

• Analyze data and performance metrics to identify opportunities and recommend solutions

• Develop and maintain supervisory controls and reporting mechanisms

• Present findings and recommendations to senior leadership and cross-functional teams

• Multitask effectively across diverse topics—from initiative execution to pricing analysis to conversations with advisors

• Adapt quickly to shifting priorities and business needs in a dynamic environment

• Mentor junior team members and contribute to a collaborative team culture

Required Qualifications:

• 5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)

DesiredQualifications:

• Experience in financial services, wealth management, or independent financial advisory practices

• Proven ability to lead cross-functional initiatives and manage complex projects

• Strong understanding of incentive programs and pricing models

• Excellent analytical, problem-solving, and decision-making skills

• Strong communication and presentation abilities with senior stakeholders

• Proficiency in Excel, PowerPoint, and data visualization tools

• Familiarity with regulatory and compliance standards in financial services

• Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

Job Location:

• 2801 Market St. Saint Louis, MO 63103

• 90 S 7th St. Minneapolis, MN 55402

• 550 S Tryon St. Charlotte, NC 28202

• 150 E 42nd St. New York, NY 10017

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

In this role you will:

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Receive direction from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers financial needs

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of experience interacting with people, demonstrated through work, military, or education
• Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program

• Customer service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and team members
• Experience working with others on a team to meet customer needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship

Posting Location(s):

• 401 W MERCER ST, DRIPPING SPRINGS, TX 78620

Wells Fargo Recruitment and Hiring Requirements:

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

In this role you will:

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Receive direction from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers financial needs

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of experience interacting with people, demonstrated through work, military, or education
• Customer service focus with experience handling complex transactions across multiple systems
• Ability to educate and connect customers to technology and share the value of mobile banking options
• Ability to interact with integrity and professionalism with customers and team members
• Experience working with others on a team to meet customer needs
• Cash handling experience
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• This position is not eligible for Visa sponsorship

• 9580 Regency Square Blvd
  JACKSONVILLE, FL 32225-8158
  

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market

• Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area

• Work with Financial Advisors and teams to develop customer planning strategies using eMoney

• Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers

• Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements

• Lead a team to meet business objectives within Business Growth Strategy functional area

• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs

• Lead Business Growth Strategy projects and teams

• Serve as a mentor for less experienced individuals

Required Qualifications:

• 4+ 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:

• 2+ years of experience using eMoney or equivalent planning software

• 1+ year of experience in project management

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Strong presentation skills

• Effective organizational, multi-tasking, and prioritizing skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule

Job Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103

Strong eMoney and/or Planning skills

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Use guidance from the Wells Fargo Investment Institute to deliver custom investment recommendations based on unique circumstances and goals of the client, including investment selection, allocation, and tax impact
• Use state-of-the-art tools to generate and deliver ad hoc portfolio construction, investment risk and analytics and proposals in line with Wells Fargo Investment Institute (WFII) guidance to support new and existing client relationships
• Manage intake consultation requests from financial advisors, portfolio managers, and other investment professionals across all distribution channels
• Liaison with Wells Fargo and third-party experts to facilitate additional resources as required for each engagement
• Assist in client meetings to discuss investment recommendations and guidance

Required Qualifications:

• 2+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ year of experience with investment products and services
• 1+ year of financial modeling experience
• Knowledge and understanding of financial services industry; prior experience working with client facing teams such Financial Advisors or Portfolio Managers is a plus
• Experience with Morningstar or Aladdin Blackrock is a plus
• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Undergraduate degree or higher

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

Posting Locations:

• 550 South Tryon Street - Charlotte, 28202
• 2801 Market Street – Saint Louis, MO 63103
• 90 South 7th Street – Minneapolis, MN 55402
• 800 S Jordan Creek Parkway – West Des Moines, IA 50266
• Required location listed above. Relocation assistance is not available for this position.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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