Sr. Relationship Manager for Wells Fargo Independent Advisor Channel: FiNet

Wells Fargo•Short Hills, NJ

6d•$175,000 - $305,000•Hybrid

About The Position

Wells Fargo Advisors Financial Network (FiNet) is seeking a Senior Relationship Manager to serve as a strategic partner to independent financial advisors and business owners across the Northeast and Mid-Atlantic regions. This role focuses on advisor consulting, business strategy, and relationship leadership, working directly with established independent advisors to help them grow, scale, and evolve their practices. The Senior Relationship Manager will partner with sophisticated advisors who have chosen independence and are looking for guidance on growth and client acquisition strategies, practice scalability and operating efficiency, and teaming, succession, and long-term enterprise value creation. The role involves serving as a trusted advisor on practice growth, client segmentation, staffing, and long-term strategy, driving advisor engagement, retention, and growth within a defined territory. It includes consulting on business-building opportunities, identifying risks and opportunities within advisor practices, and acting as the voice of the advisor to influence internal partners. The position requires leading in-market engagement, including one-on-one practice consulting and small group discussions, and partnering across various firm departments to deliver a cohesive advisor experience. The role also contributes to divisional growth initiatives, such as advisor forums and strategic programs.

Requirements

7+ 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

Experience working with independent financial advisors in the IBD or RIA space
Strong business consulting and practice management expertise
Demonstrated ability to build trust and influence at the executive/owner level
Excellent problem-solving and conflict resolution skills
Highly organized, with the ability to manage a broad territory and multiple priorities
Series 7 and 66 licenses, or ability to obtain within 180 days

Responsibilities

Serve as a trusted advisor to independent business owners, providing guidance on practice growth, client segmentation, staffing, and long-term strategy
Drive advisor engagement, retention, and growth across a defined territory within the Northeast Division
Consult on business-building opportunities, helping advisors deepen client relationships and expand their capabilities
Identify risks and opportunities within advisor practices and mobilize internal resources to improve outcomes
Act as the voice of the advisor, influencing internal partners and shaping how the firm delivers value to the independent channel
Lead in-market engagement, including one-on-one practice consulting and small group discussions
Partner across the firm (Recruiting, Marketing, Product, Risk, and Leadership) to deliver a cohesive advisor experience
Contribute to divisional growth initiatives, including advisor forums and strategic programs
Lead engagement activities for the assigned territory including individual and small group meetings