Senior Lead Business Growth Strategy Conslutant

About this role:

Wells Fargo is seeking a Wells Fargo is seeking a Senior Lead Business Growth Strategy Consultant for RIA Solutions Group as part of Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets

• Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors

• Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers

• Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area

• Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives

• Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor

Required Qualifications:

• 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 3 + years of management experience including coaching, training, and mentoring

• 3+ years of experience working in the Financial Services Industry in an investments product or similar role

• 5 + years of direct experience at an RIA or RIA custodian

• Requires deep understanding of business practice management and fintech expertise in RIA marketplace including:

  • Direct knowledge of RIA fintech platforms

  • Direct experience building RIA practice management programs

• Provides competitive intelligence of custody landscape

• Internal and external face of Wells Fargo RIA solutions for investments

• Strong presentation skills

• Excellent program management and organization skills including the ability to manage across multiple projects and partners.

• Excellent verbal, written, and interpersonal communication skills

• Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members

• Experience operating effectively in a geographically dispersed organization

• Ability to interact with integrity and a high level of professionalism with all levels of customers, team members and management

• Virtual leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the 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. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required

• This position offers a hybrid work schedule

• Ability to travel up to 15% of the time