Job Posting Title Lead Wealth Management Banker - Professional Services (LSG)

Wells Fargo & Company • Los Angeles, CA

29d • $143,000 - $224,000

About The Position

Wells Fargo is seeking a Lead Wealth Management Banker - Professional Services (SAFE)... In this role, you will: Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Requirements

• 5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.
• The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
• The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
• A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
• Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Nice To Haves

• Consumer and commercial client, mortgage or private banking experience including working with professional services firms (legal services)
• Experience working with clients in the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) space
• Experience consistently delivering strong sales performance
• Excellent relationship management skills
• Successfully completed FINRA Series 7 and 66 (or FINRA equivalents) exams to qualify for immediate registration

Responsibilities

• Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact
• Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area
• Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals
• Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed