Solutions Consultant - RIA Solutions Business Development

Wells Fargo & Company • St. Louis, MO

1d • Hybrid

About The Position

Wells Fargo is seeking a Solutions Consultant – RIA Solutions (Business Development) to support advisor acquisition and transition efforts through a consultative, technology-driven diligence process. This role partners closely with Business Development, Strategy, Product, and Partner teams to help prospective advisors evaluate operating models, technology platforms, and solution architecture as part of their transition decision. The Solutions Consultant serves as a trusted advisor—translating complex technology ecosystems and integration considerations into clear, actionable recommendations—while enabling deeper engagement earlier in the diligence process and improving advisor confidence and conversion readiness.

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
• FINRA Series 66

Nice To Haves

• Experience working with Registered Investment Advisors (RIA), wealth management firms, or advisor platforms
• Strong understanding of RIA operating models and technology ecosystems (custody, portfolio management, reporting, integrations)
• Background in solutions consulting, pre-sales, or platform advisory roles within financial services or financial technology
• Experience supporting advisor transitions, platform migrations, or complex operational transformations
• Ability to translate technical concepts into clear business-level insights for advisors and senior stakeholders
• Experience working across matrixed organizations with Product, Technology, Compliance, and Legal teams
• Strong analytical, problem-solving, and critical thinking skills
• Excellent communication and presentation skills with executive-level presence

Responsibilities

• Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment
• Guide advisors through structured discovery to assess current state, define future state goals, and identify constraints
• Translate advisor needs into tailored solution recommendations across technology platforms, integrations, and partner capabilities
• Serve as a subject matter expert throughout the diligence process, focusing on advisory guidance rather than product selling
• Provide expertise on RIA technology ecosystems, including custody platforms, portfolio management systems, reporting tools, integrations, and workflows
• Partner with Product, Technology, and Partner Services teams to validate solution feasibility and readiness
• Support diligence workflows and ensure solution considerations are clearly documented and consistently applied
• Help advisors understand tradeoffs, dependencies, and sequencing related to technology and platform decisions
• Collaborate with Business Development and Advisor Transition leaders to enable earlier and deeper consultative engagement in the deal lifecycle
• Support pro forma and deal discussions by providing solution context that informs financial and operational decisions
• Improve business development efficiency by reducing late-stage friction, rework, and misalignment during advisor transitions
• Contribute to the design and refinement of repeatable diligence frameworks grounded in solution architecture
• Develop solution narratives, diagrams, and artifacts to support advisor decision-making and internal alignment
• Provide feedback to inform product strategy, partner ecosystem evolution, and go-to-market improvements

Benefits

• Wells Fargo is an equal opportunity employer.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed