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In this role, you will:
Required Qualifications:
Desired Qualifications:
Knowledge and understanding of banking: processes, compliance, products, and services
Wealth management experience
Knowledge and understanding of project management and implementation
Advanced Microsoft Excel skills
Advanced Microsoft PowerPoint skills
Ability to create and improve process through strategic thinking
Ability to influence and build relationships with LOB stakeholders and partners
Experience conducting project meetings, presentations and status reporting
Excellent verbal, written, and interpersonal communication skills
Sound understanding of the client experience relevant to specific business initiatives
Strong knowledge base within Wells Fargo Wealth Management supporting banking clients within the High Net Worth and Ultra High Net Worth segments
Job Expectations:
Specific compliance policies may apply regarding outside activities and/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.
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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