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Wells Fargo
RIA Channel Enablement Leader
SALT LAKE CITY, UT
Aug 29, 2024
Full-time
Full Job Description

About this role:

The Wells Fargo RIA Solutions Channel Enablement Leader is a senior leader position responsible for ensuring the competitive offering of products and services to RIA's who custody assets at Wells Fargo. This position will lead a small team of experienced leaders and consultants who will work across the enterprise COE's, businesses, and departments, to ensure the full-balance sheet capabilities of Wells Fargo are available.


In this role, you will:

  • Work closely with Wealth & Investment Management (WIM) product areas, tech product areas, third party vendors, centers of excellence, WIM leadership, and WF Banking leadership in order to ensure that Wells Fargo is competitive in the marketplace, providing a suite of products and services that support the current and future needs of fee-only RIA's
  • Navigate through complex corporate structure to identify, educate, and ensure competitive products and services capabilities are available for RIA's
  • Conceptualize, create, and implement executable processes which support the RIA offering
  • Use your professional network to understand trend, momentum, and strategic shifts in the RIA marketplace, and ensure Wells Fargo RIA Solutions is competitively positioned
  • Be highly proficient and constructive in your collaborations with leaders within the channel and across the enterprise
  • Operate with a high degree of energy, activity, enthusiasm, and purpose
  • Develop and guide a culture of talent development to meet business objectives and strategy


Required Qualifications:

  • 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of management experience


Desired Qualifications:

  • 5+ Years working for RIA Custodian or large RIA Aggregator in area of product management, product best practices, and/or product/solution sales
  • 3+ years of management or relationship management experience with RIA Custodian or RIA Aggregator to include experience working with Third Party FinTech companies and Turnkey Asset Management Programs (TAMP)
  • FINRA registration including one or more of the following: FINRA Series 7, 65/66, and 24, or FINRA recognized equivalents


Job Expectations:

  • 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 CFR 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.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

6 Sep 2024

*Job posting may come down early due to volume of applicants.

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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

PDN-9ce29a43-bf8b-431b-be14-a2569acee02d
Job Information
Job Category:
Finance
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RIA Channel Enablement Leader
Wells Fargo
SALT LAKE CITY, UT
Aug 29, 2024
Full-time
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