Wealth Banking Senior Manager

Wells Fargo Wealth & Investment Management

Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.  WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services.

Banking, Lending & Trust Center of Excellence

Wells Fargo’s Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to:

• Shorten the distance between the client request and the product or service delivery
• Provide access to highly credentialed specialists for all WIM clients through geographically dispersed but centrally managed teams
• Create a more consistent advisor and client experience
• Deliver best-in-class product and service offerings to all client segments

About this role:

Wells Fargo is seeking a Wealth Banking Senior Manager to support the Northeast region.  This leader will be responsible for driving expansion of the banking book of business in the Northeast by broadening existing relationships as well as uncovering new banking clients.  The Wealth Banking Senior Manager will lead a team of Bankers / Banking specialists responsible for all aspects of Banking services to all WIM client segments delivered through the various distribution channels. This leader will work closely with financial advisors and their leadership to improve overall banking adoption and penetration.
 

In this role, you will:

• Lead and develop a team of banking professionals, fostering deep expertise in banking products and solutions including treasury management
• Collaborate extensively with Bankers, financial advisors and other partners to identify, develop, and source new banking opportunities, expanding relationships with both existing and prospective clients.
• Develop strategies and initiatives to drive banking growth, continually seeking avenues to increase banking volume and market share.
• Refine and implement best practices that encourage digital adoption
• Build and sustain strong partnerships with financial advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration.
• Ensure all banking activities comply with internal policies and regulatory requirements
• Actively manage the WIM client experience standards for Banking products.
• Engage with Divisional CRG leaders and National Sales teams on all banking related initiatives.

Required Qualifications:

• 6+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• 6+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred
• Proven ability to collaborate effectively and cultivate strategic partnerships
• Extensive leadership experience with demonstrated success in managing and motivating teams
• Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
• Consistent record of driving revenue growth and achieving targeted business outcomes
• Demonstrated ability to drive new banking business and capitalize on market opportunities.
• Identify market opportunities and shape team strategy for sustained banking growth.
• Deep knowledge of banking products, treasury management, and relationship management for high-net-worth clients.
• Strong interpersonal, communication, and advisory skills, with the ability to present to and influence decision makers.
• Successfully completed FINRA Series 7 and 66 (or equivalent) exams to qualify for immediate registration (or FINRA recognized equivalents)  

Job Expectations:

• Willingness to work at stated location on the job opening and travel in market 25% of the time
• FINRA Series 7 and Series 66 examinations, or equivalent mu