Private Wealth Planning Support Manager

Wells Fargo Bank•Minneapolis, MN

2d•$119,000 - $206,000•Hybrid

About The Position

Wells Fargo is seeking a Business Growth Strategy Manager. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. In this role, you will: Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a particular geographic region or portion of a larger business segment to ensure segment specific growth and achievement of financial objectives Negotiate and influence executive management of various sales channels to provide focus, additional product, or sales training to meet market or segment objectives Identify new or emerging channels, as well as resources and intermediaries Develop integrated strategies and programs, as well as execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business Make supervisory and tactical decisions related to team supervision, work allocation, and daily operations under direction of Business Growth Strategy functional area management Manage a team of consultants Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development Manage allocation of people and financial resources for Business Growth Strategy Mentor and guide talent development of direct reports and assist in hiring talent

Requirements

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

Nice To Haves

Bachelor's degree
Series 7 registration
Detailed understanding of the financial services industry.
Proven ability to communicate and interface effectively with senior leaders/principals/FAs.
Demonstrated ability to work as part of a team.
Ability to identify and evaluate trends, isolate root cause, and provide swift and thorough resolution.
Excellent time management, project management and presentation skills.
Significant knowledge and understanding of the business (i.e. operations, technology offerings, compliance, products, services, etc).
Excellent project management skills
Strong verbal, written, and interpersonal communication skills
Strong presentation skills
Exceptional process, execution and decision making skills with a high level of personal effectiveness and credibility
Effective organizational, multi-tasking, and prioritizing skills.
A Ability to interact with all levels of an organization.
Extensive cross-functional brokerage operations experience.
A working knowledge of BETA and Smart Station/workflow.
Understanding of the independent advisor business.

Responsibilities

Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a particular geographic region or portion of a larger business segment to ensure segment specific growth and achievement of financial objectives
Negotiate and influence executive management of various sales channels to provide focus, additional product, or sales training to meet market or segment objectives
Identify new or emerging channels, as well as resources and intermediaries
Develop integrated strategies and programs, as well as execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business
Make supervisory and tactical decisions related to team supervision, work allocation, and daily operations under direction of Business Growth Strategy functional area management
Manage a team of consultants
Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development
Manage allocation of people and financial resources for Business Growth Strategy
Mentor and guide talent development of direct reports and assist in hiring talent