Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.
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.
Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:
- Building enduring client relationships through sound, thoughtful, and objective advice
- Developing individualized plans for clients to help meet their financial objectives
- Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:
- Wells Fargo Private Bank serves high-net-worth individuals and families.
- Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
- Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.
The CRG Divisional Business Manager (DBM, formerly PCG Regional Business Manager – RBM) will be the primary strategic growth partner and P&L manager for the Divisional Leader, responsible for all aspects of business management in his or her assigned region. The DBM will assume primary responsibility for monitoring, assessing, and fully understanding the health of the Division through the review of scorecards/dashboards, and the coordination of a monthly Business Unit Review (BUR) delivered to the CRG leadership team. The DBM will also partner with the Divisional Leader and Divisional Team Leadership to develop best practice strategies focused on revenue and asset growth. The DBM will take the lead on implementation of the strategies with Market Leaders by driving an annual business planning process and tracking progress. The DBM is also responsible for growing the region via partnerships with other Lines of Business (e.g., Private Bank), facilitation of FA due diligence and recruiting deals, management of trainee budget/hiring, review and approval of fee exceptions, the end-to-end management of the firm’s book transition program (from program questions through contract execution), and more. The DBM will also drive expense management within the region. The DBM also serves as a primary escalation point in the region, particularly regarding FA and Market Leader compensation. The DBM partners with all other divisional roles to set the agenda for Division meetings, and partners as needed on outreaches to individual support centers and branches to help build an affinity between the region, advisors, and staff. The DBM reports directly to the Director of CRG Divisional Network Business Management.
This role can sit in any branch location within Wells Fargo’s US Footprint.
Required Qualifications
- 7+ years of financial services industry experience
- 3+ years of leadership experience
Desired Qualifications
- Experience driving results through strategy
- Good attention to detail and accuracy skills
- Excellent verbal, written, and interpersonal communication skills
- Ability to think strategically, implement, and deliver business objectives
- Outstanding problem solving and decision making skills
- Ability to interact with all levels of branch associates and business units; including senior management
- Expert knowledge and understanding of business planning and analysis
Job Expectations
- For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
- 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.
- Registration for FINRA Series 9/10 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 7 and 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon 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.
- Ability to travel up to 25% of the time
Street Address
NJ-Bedminster: 550 Hills Drive – Bedminster, NJ
MO-Saint Louis: 1 N Jefferson Ave – Saint Louis, MO
NC-Charlotte: 401 S Tryon St – Charlotte, NC
CA-LA-Downtown Los Angeles: 333 S Grand Avenue – Los Angeles, CA
CA-SF-Financial District: 333 Market St – San Francisco, CA
NY-New York: 30 Hudson Yards – New York, NY
IL-Chicago: 30 S Wacker Dr – Chicago, IL
GA-Atlanta: 3579 Atlanta Ave – Atlanta, GA
AZ-Chandler: 2700 S Price Rd – Chandler, AZ
IA-Des Moines: 1 HOME CAMPUS – DES MOINES, IA
TX-DAL-North Dallas: 14241 Dallas Parkway – Dallas, TX
MN-Minneapolis: 550 South 4th St – Minneapolis, MN
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.
Benefits Summary
Benefits
Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.