Des Moines, IA
Senior Ultra/High Net Worth & Institutional Consultant (Senior Business Growth Strategy Consultant)
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Ultra/High Net Worth & Institutional Consulting Senior Consultant/Senior Business Growth Strategy Consultant. within the Wealth and Investment Management Line of Business.
Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
1. PRIMARY LOCATION:
MISSOURI - 1 N Jefferson Ave, St Louis, MO 63103-2254
2. SECONDARY LOCATIONS:
NORTH CAROLINA - 401 S Tryon St Charlotte 28202
MINNESOTA - 90 S 7th St, Minneapolis, MN 55402
UTAH - 299 S Main St, Salt Lake City, UT 84111
TEXAS -1445 Ross AVE, Dallas, TX 75202
ARIZONA - 8601 N Scottsdale Rd Ste 100, Scottsdale, AZ 85253
IOWA - 801 Walnut St., Des Moines, IA, 50309
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
About this role:
Wells Fargo is seeking a Ultra/High Net Worth & Institutional Consulting Senior Consultant/Senior Business Growth Strategy Consultant. within the Wealth and Investment Management Line of Business.
Learn more about the career areas and lines of business at wellsfargojobs.com .
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
- 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
- Deliver sophisticated portfolio analytics, reporting and investment presentations
- Consult on transition and investment implementation planning
- Assist in client meetings to discuss investment recommendations and guidance
- Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
- 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
- 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Undergraduate degree or higher
- Basic Microsoft Office skills
- Excellent verbal, written, and interpersonal communication skills
- In-depth knowledge and understanding of investment products and services
1. PRIMARY LOCATION:
MISSOURI - 1 N Jefferson Ave, St Louis, MO 63103-2254
2. SECONDARY LOCATIONS:
NORTH CAROLINA - 401 S Tryon St Charlotte 28202
MINNESOTA - 90 S 7th St, Minneapolis, MN 55402
UTAH - 299 S Main St, Salt Lake City, UT 84111
TEXAS -1445 Ross AVE, Dallas, TX 75202
ARIZONA - 8601 N Scottsdale Rd Ste 100, Scottsdale, AZ 85253
IOWA - 801 Walnut St., Des Moines, IA, 50309
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Recommended Skills
- Business Planning
- Customer Demand Planning
- Customer Relationship Management
- Data Analysis
- Finance
- Governance
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