Senior Defined Contribution Investment Strategist

Wells Fargo US
San Francisco, USA
Oct 31, 2017
Nov 03, 2017
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job Description
Let's talk about building a rewarding career

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (, and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories .

Wells Fargo Asset Management (WFAM) brings together a strategic balance of investment capabilities to serve the investment needs of our clients worldwide: institutions, financial advisors, and individuals. Wells Capital Management is a registered investment advisor and a dedicated institutional asset manager within the WFAM umbrella. Our mission is to deliver superior investment service to our institutional clients globally.

The Senior Investment Strategist in the Defined Contribution (DC) team at Wells Fargo Asset Management (WFAM) will work to increase the adoption of the firm's investment strategies across plan sponsors, recordkeeping platforms and investment consultants to grow the DC business.

  • Drive the adoption of the firm's DC investment strategies with clients, consultants and prospects
  • Coordinate across investment and product teams for a superior DC offering and client experience
  • Serve as an expert on the firm's DC strategies and plan design architecture, and keep internal and external business partners and clients updated on general industry trends
  • Contribute to and lead custom projects and analyses for clients and prospects in areas such as optimal plan design, custom target date funds and white label funds
  • Help create infrastructure of WFAM DC business to improve operating efficiency and effectiveness with peers, clients, consultants and prospects
Required Qualifications
  • 10+ years of investment management experience
  • A BS/BA degree or higher

Desired Qualifications
  • Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation

Other Desired Qualifications
  • 10 years of institutional investment experience
  • Experience in DC and retirement markets; experience in the insurance/annuity business a plus
  • Excellent investment knowledge and analytical skills
  • Exceptional written and verbal communication skills, with the ability to connect and engage an audience, explaining complex concepts in simple fashion
  • Team player with experience in building strong relationships
  • Self-starter who thrives in a dynamic and entrepreneurial environment
  • Ability and willingness to travel roughly 50% of the time
    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.