Retirement Product Business Growth Strategy Consultant

Wells Fargo•Charlotte, NC

44d

About The Position

Wells Fargo is seeking a Retirement Product Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will take inbound calls from financial advisors assisting with their employer sponsored retirement plan and Individual Retirement Account (IRA) opportunities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in planning and execution of tactical activities and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the employer-based retirement plans and Individual Retirement business Ensure adherence to compliance regulations and policies Research, identify, and select best channels and product combinations to improve effectiveness and efficiency in supporting financial advisors in meeting the unique needs of their retirement plan and IRA prospects and clients. Present recommendations for developing strategies to enhance sales or marketing resources for retirement plan and IRAs and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures, and compliance requirements Collaborate and consult with Business Growth Strategy managers, Retirement Plan and IRA Product managers, colleagues, stakeholders, bankers, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs

Requirements

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

Nice To Haves

FINRA Series 7 and/or Series 66 (or industry equivalent)
Retirement plan industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC)
2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
Retirement Plan Industry Experience
Experience educating Financial Advisor on recommended products and services to best support their customers' needs
Ability to effectively listen to customer needs and identify appropriate solutions in a high-volume inbound environment
Demonstrate ability to build effective relationships with internal partners, such as product managers, Financial Advisors and other business stakeholders
Proficient in Microsoft Office and working knowledge of Salesforce
Ability to work effectively, as well as independently, in a team environment
Excellent verbal, written, and interpersonal communication skills

Responsibilities

Participate in planning and execution of tactical activities and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the employer-based retirement plans and Individual Retirement business
Ensure adherence to compliance regulations and policies
Research, identify, and select best channels and product combinations to improve effectiveness and efficiency in supporting financial advisors in meeting the unique needs of their retirement plan and IRA prospects and clients.
Present recommendations for developing strategies to enhance sales or marketing resources for retirement plan and IRAs and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures, and compliance requirements
Collaborate and consult with Business Growth Strategy managers, Retirement Plan and IRA Product managers, colleagues, stakeholders, bankers, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs

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