Wealth Banking Senior Manager

Wells Fargo Bank-posted 1 day ago
$185,000 - $300,000/Yr
Full-time • Manager
New York, NY
5,001-10,000 employees
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Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. Banking, Lending & Trust Center of Excellence Wells Fargo’s Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to: Shorten the distance between the client request and the product or service delivery Provide access to highly credentialed specialists for all WIM clients through geographically dispersed but centrally managed teams Create a more consistent advisor and client experience Deliver best-in-class product and service offerings to all client segments About this role: Wells Fargo is seeking a Wealth Banking Senior Manager to support the Northeast region. This leader will be responsible for driving expansion of the banking book of business in the Northeast by broadening existing relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will lead a team of Bankers / Banking specialists responsible for all aspects of Banking services to all WIM client segments delivered through the various distribution channels. This leader will work closely with financial advisors and their leadership to improve overall banking adoption and penetration. In this role, you will:

  • Lead and develop a team of banking professionals, fostering deep expertise in banking products and solutions including treasury management
  • Collaborate extensively with Bankers, financial advisors and other partners to identify, develop, and source new banking opportunities, expanding relationships with both existing and prospective clients.
  • Develop strategies and initiatives to drive banking growth, continually seeking avenues to increase banking volume and market share.
  • Refine and implement best practices that encourage digital adoption
  • Build and sustain strong partnerships with financial advisors, clients, and internal partners, serving as a liaison to advance financial advisor and client penetration.
  • Ensure all banking activities comply with internal policies and regulatory requirements
  • Actively manage the WIM client experience standards for Banking products.
  • Engage with Divisional CRG leaders and National Sales teams on all banking related initiatives.
  • 6+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience
  • Willingness to work at stated location on the job opening and travel in market 25% of the time
  • FINRA Series 7 and Series 66 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
  • Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  • 6+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred
  • Proven ability to collaborate effectively and cultivate strategic partnerships
  • Extensive leadership experience with demonstrated success in managing and motivating teams
  • Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
  • Consistent record of driving revenue growth and achieving targeted business outcomes
  • Demonstrated ability to drive new banking business and capitalize on market opportunities.
  • Identify market opportunities and shape team strategy for sustained banking growth.
  • Deep knowledge of banking products, treasury management, and relationship management for high-net-worth clients.
  • Strong interpersonal, communication, and advisory skills, with the ability to present to and influence decision makers.
  • Successfully completed FINRA Series 7 and 66 (or equivalent) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
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