Wells Fargo

Senior Relationship Manager – Northeast Division

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Doylestown • New Jersey • Ohio • United States

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Salary

💰 $159,000 - $305,000 per year

Job Level

Senior

About the role

  • Collaborate with the FiNet Divisional Leader and be ​responsible for engagement, retention, growth and satisfaction of FiNet’s Independent FAs in your assigned territory within the Division
  • Deliver the FiNet Advisor Engagement model through Practice engagement, minimum contact standards, Practice engagement requirements and data driven accountability around Practice/FA satisfaction and growth
  • Partner with the FiNet Divisional Leader to support the training, rollout and communication of key strategic initiatives
  • Manage FA satisfaction by proactively partnering with key internal stakeholders to resolve high profile and complex situations
  • Develop an expertise in the Wells Fargo Advisors and FiNet platform, products and services
  • Lead engagement activities for the assigned territory including individual and small group meetings
  • Ability to travel up to 50% of the time

Requirements

  • 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Series 7 and 66 preferred or ability to obtain in the first 180 days
  • Superior conflict resolution skills
  • Strong organizational skills
  • Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations
  • Experience in managing relationships at an executive level, preferably in a financial service-based business environment.
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
Business Growth StrategyConflict ResolutionClient Needs AssessmentRelationship Management
Soft Skills
EngagementRetentionGrowthSatisfactionOrganizational SkillsTrust BuildingExpectation Management
Certifications
Series 7Series 66