Business Growth Strategy Consultant - Retirement Products

About this role:

Wells Fargo is seeking a Business Growth Strategy Consultant to take inbound calls from financial advisors to assist with their business retirement plan and IRA opportunities.

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 the growth of the business retirement plan and IRA business.
  
• Ensure adherence to compliance regulations and policies associated with retirement plans and IRAs.
  
• Research, identify, and select best channel 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 in a designated market 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, colleagues, stakeholders, bankers, brokers, and business leaders, including internal or external strategic relationships to grow market share and meet customer needs
  

Required Qualifications:

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

Desired Qualifications:

• Retirement plan industry designation or willing to obtain a designation upon hire
  
• Retirement plan experience working at the employer level
  
• Ability to handle high volume of inbound phone calls
  
• Customer service focus with the ability to listen to customer needs and recommend solutions
  
• FINRA Series 7 and/or Series 66 (or industry equivalent)
  
• Advanced Microsoft Office skills
  
• Excellent verbal, written, and interpersonal communication skills
  
• Ability to work effectively, as well as independently, in a team environment
  
• Experience training and coaching customer-facing team members
  
• Salesforce experience
  
• Relationship Management experience
  

Posting Locations:

• 550 S Tryon, Charlotte, NC
  
• 2801 Market St, St. Louis, MO
  

Job Expectations:

• This position offers a hybrid work schedule
  
• Candidate must be able to work at one of the locations posted
  

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US:All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.