Wells Fargo

Senior Brokerage Relationship Manager

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Saint Louis • Montana • North Carolina • United States

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Job Level

Senior

About the role

  • Manage strategic partner relationships with Asset Management firms and participate in initiatives regarding servicing, support and growth
  • Identify opportunities for process improvements
  • Maintain and analyze business, or technical assignments that involve research, evaluation, and service
  • Exercise independent judgment to ensure the highest level of client/partner satisfaction
  • Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
  • Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
  • Manage, support and resolve issues to ensure retention, growth and satisfaction
  • Provide analysis and negotiation of contracts or issues
  • Manage projects, troubleshoot issues and follow up on operational, technical or client transition issues
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements

  • 4+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 exam sufficient to qualify for immediate FINRA registration
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 63 (or Series 66) exam sufficient to qualify for immediate FINRA registration
  • Brokerage industry experience
  • Ability to work effectively across all organizational levels, where flexibility and adaptability are important
  • Ability to simultaneously manage multiple projects
  • Ability to gather information and make recommendations to senior leaders
  • Excellent verbal, written, and interpersonal communication skills
  • Strong collaboration and partnering skills
  • Strong time management skills and ability to meet deadlines
  • Strong organizational, multi-tasking, and prioritization skills
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business relationship managementprocess improvementcontract negotiationproject managementdata analysis
Soft Skills
client satisfactioncommunicationcollaborationtime managementorganizational skillsmulti-taskingprioritizationflexibilityadaptability
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66