Job Information
Wells Fargo Lead Business Growth Strategy Consultant in NEW YORK, New York
About this role:
Wells Fargo is seeking a Lead Business Growth Strategy Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. 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:
5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents).
Desired Qualifications:
Extensive product knowledge (loans, lines, merchant, treasury management, Prime/Premier checking, entire Wells Fargo Premier offering)
Understanding of the business operating cycle
Proficient in coaching financial advisors
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi tasking, and prioritizing skills
Strong verbal, written, and interpersonal communication skills
Leadership skills
Job Expectations:
Ability to travel up to 50% of the time
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.
Compliance with state law registration and licensing requirements is mandatory
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
Job Location:
- 767 5th Ave, New York NY, 10153
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$115,900.00 - $206,100.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
6 Sep 2024
* Job posting may come down early due to volume of applicants.
We Value Diversity
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, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Company: WELLS FARGO BANK
Req Number: R-385834
Updated: Sat Sep 07 04:24:38 UTC 2024
Location: NEW YORK,New York
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