Lead Wealth Management Banker - Professional Services (LSG)

Wells Fargo & Company•Los Angeles, CA

20h•Onsite

About The Position

Wells Fargo is seeking a Lead Wealth Management Banker - Professional Services. This role involves leading complex, cross-functional initiatives within Wealth Management Banking - Professional Services, contributing to large-scale planning, and analyzing multifaceted business challenges. The position requires making decisions in complex situations, collaborating with peers and managers, and potentially serving as a peer mentor. This SAFE position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including meeting Loan Originator requirements under Regulation Z. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

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
SAFE registration at the time of employment
Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies for Loan Originator (LO) positions
Meet applicable financial responsibility, character, general financial fitness and criminal background standards
Provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired, regarding outside activities and/or personal investing

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