Senior Wealth Management Banker - Professional Services (LSG)

Wells Fargo & Company•St. Louis, MO

15d•$100,000 - $179,000•Onsite

About The Position

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. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra-high net worth individuals, families, family offices and charities. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM referral activity. In this role, you will: Lead in moderately complex initiatives and deliverables within Wealth Management Banking - Professional Services functional area and contribute to large-scale planning related to functional area deliverables. Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors. Resolve moderately complex issues and lead a Wealth Management Banking - Professional Services team to meet project deliverables while leveraging solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements. Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle level managers to resolve issues and achieve goals. Lead Wealth Management Banking - Professional Services projects and teams, or serve as a mentor for less experienced individuals. 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

4+ 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
Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
Meeting Loan Originator requirements under Regulation Z (LO)
Acceptable background investigation results
Meeting the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
Meeting applicable financial responsibility, character, general financial fitness and criminal background standards

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 in moderately complex initiatives and deliverables within Wealth Management Banking - Professional Services functional area and contribute to large-scale planning related to functional area deliverables
Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors
Resolve moderately complex issues and lead a Wealth Management Banking - Professional Services team to meet project deliverables while leveraging solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements
Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle level managers to resolve issues and achieve goals
Lead Wealth Management Banking - Professional Services projects and teams, or serve as a mentor for less experienced individuals