Wells Fargo Senior Business Growth Strategy Consultant 

United States, North Carolina, Charlotte 

408966517

In this role, you will:

• Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High Net Worth and Ultra High Net Worth clients.

• Serve as the subject matter expert with strong investment acumen for the various components of the Alternative Investments platform.

• Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions.

• Serve as the Alternative Investment expert for an Investment Professional in a client conference call

• Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support Team.

• Ensure adherence to compliance regulations and policies within the Alternative Investments product area.

• Lead and partner on projects teams

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

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:

• 3+ years of financial services experience related to alternative investment products or other investment products

• Experience with Alternative Investment Solutions and Platforms

• Experience building relationships and communicating effectively with business partners across a matrixed organization

• Experience advising Financial Advisors on recommended investment products

• Proven initiative demonstrated by meeting deadlines and leading by example in a fast-paced and changing environment

• Driven, confident, organized and an accomplished problem solver

• Proven effective relationship management skills

• Strong verbal, written, and interpersonal communication skills

• Knowledge and understanding of contact management systems, such as Sales Force

• FINRA registration including Series 63 (or FINRA recognized equivalents)

• FINRA registration including Series 7 (or FINRA recognized equivalents)

• Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA)

• Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 63 (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

• This position is not eligible for Visa sponsorship

• 401 S TryonStreet; Charlotte,NC 28202

Wells Fargo Recruitment and Hiring Requirements:

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