Retirement Product Business Growth Strategy Consultant
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • Montana, North Carolina • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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 growth of the employer-based retirement plans and Individual Retirement business
- Ensure adherence to compliance regulations and policies
- Research, identify, and select best channels 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 or marketing resources for retirement plan and IRAs 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, Retirement Plan and IRA Product managers, colleagues, stakeholders, bankers, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs
Requirements
- 2+ 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 7 and/or Series 66 (or industry equivalent)
- Retirement plan industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC)
- 2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
- Retirement Plan Industry Experience
- Experience educating Financial Advisor on recommended products and services to best support their customers' needs
- Ability to effectively listen to customer needs and identify appropriate solutions in a high-volume inbound environment
- Demonstrate ability to build effective relationships with internal partners, such as product managers, Financial Advisors and other business stakeholders
- Proficient in Microsoft Office and working knowledge of Salesforce
- Excellent verbal, written, and interpersonal communication skills.
Benefits
- 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.
- Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Business Growth StrategyRetirement plan designCompliance regulationsSales strategy developmentFinancial product selectionCustomer needs assessmentMarket share growthFinancial advisingIntermediary servicingHigh-volume inbound solutions
Soft skills
Effective listeningRelationship buildingIndependent judgmentInterpersonal communicationCollaborationConsultationProblem-solvingStrategic thinkingPresentation skillsCustomer service
Certifications
FINRA Series 7FINRA Series 66Certified Retirement Plan Specialist (CRPS)Qualified Plan Fiduciary Consultant (QPFC)Certified Plan Fiduciary Consultant (CPFC)