Diverse Client Segment Leader 4 - Military veterans preferredWells Fargo - Saint Louis, MO
Job Description Let\u2019s talk about building a rewarding careerYou have a proven track record of success but you\u2019re looking for more. More responsibility. More challenges. At Wells Fargo you\u2019ll find that opportunity. You\u2019ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune\u2019s 2015 rankings of America\u2019s largest corporations. Wells Fargo\u2019s vision is to satisfy our customers\u2019 financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.Wealth and Investment Management (WIM) is one of the company\u2019s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.The Diverse Client Segment Leader will report directly to the Manager, Diverse Client Segment Leaders. The Diverse Client Segment Leader in partnership with the Manager, Diverse Client Segment Leaders and Director Client Segments is responsible for strategic development of diverse client segment(s) within Wells Fargo Advisors (WFA) Client Experience & Growth (CE&G) by focusing on a Clients.First.Always. mindset. Through partnership, this role will create robust offerings across the diverse client segment(s) to ensure WFA is seen as a destination for both clients and diverse team members with a focus on diverse clients and team member inclusion.Primary Duties & ResponsibilitiesResponsible for developing a business strategy to grow revenue/AUM/market share for the diverse client segment(s). Accountable for diverse client segment objectives and eventual achievement of measurable business growth and financial objectives while ensuring adherence to compliance regulations and policies.Leverage marketing and social media to successfully position WFA as the best place for diverse clients to do business and team members to work.Partner across WFA & Wells Fargo organization to identify capabilities to serve diverse segments. Develop strategic partnerships with key constituencies within target diverse client markets.Develop relationships with external product and service providers to leverage their research and expertise around the diverse client segment with a focus on helping FAs attract new clients.Connect with leaders in the industry in serving the needs of diverse clients segments.Leverage best practices from organizations that excel at serving diverse clients segment.Partner across the WFA/WF organization to develop diverse client acquisition strategies for financial advisors.Engage field leadership and advisors with focus on developing diverse client segments within FA practices. Partner with CE&G to facilitate pilot program for assisting FAs in developing client acquisition strategies for their practices. Partner with CE&G to recruit and retain diverse team membersSt. Louis, Missouri strongly preferred Required Qualifications
Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)
5 years of experience in one or a combination of the following: marketing, sales, or financial consulting
5 years of business development experience
5 years of wealth management experience
FINRA registration including Series 24 (or FINRA recognized equivalents)
Ability to negotiate, influence, and collaborate to build successful relationships
Diversity and inclusion consulting experience
Experience developing and executing business vision, strategies, and goals.
Excellent verbal, written, and interpersonal communication skills
Strong presentation skills
Other Desired Qualifications Experience with one or more Diverse Client SegmentsExperience working with field leadership and financial advisors Job Expectations
Registration for FINRA Series 24 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, 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 review process at the time of offer acceptance.
Ability to travel domestically
Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
10 days 3 hours ago
applyDiverse Client Segment Leader 4 - Military veterans preferred Wells Fargo - Saint Louis, MO, United States
Wells Fargo & Company provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. The companys Community Banking segment offers checking and market rate accounts, savings and time deposits, individual retirement accounts, and remittances; and lines of credit, auto floor plan lines, equity lines and loans, equipment and transportation loans, education and residential mortgage loans, and credit and debit cards. This segment also provides equipment leases, real estate and other commercial financing, small business administration financing, venture capital financing, cash management, payroll services, retirement plans, health savings accounts, and merchant payment processing and private label financing solutions, as well as purchases retail installment contracts. Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, investment management, institutional fixed-income sales, interest rate, commodity and equity risk management, insurance, corporate trust fiduciary and agency, and investment banking services, as well as online/electronic products. This segment also provides construction, and land acquisition and development loans; secured and unsecured lines of credit; interim financing arrangements; rehabilitation loans; affordable housing loans and letters of credit; loans for securitization; commercial real estate loan servicing; and real estate and mortgage brokerage services. The companys Wealth, Brokerage, and Retirement segment offers financial advisory, wealth management, brokerage, retirement, trust, and reinsurance services. As of March 7, 2014, it operated through 9,000 locations and 12,000 ATMs, and offices in 36 countries, as well as through wellsfargo.com. The Company was founded in 1852 and is headquartered in San Francisco, California.
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