Senior Relationship Manager – Northeast Division

Wells Fargo

. 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 .

Posted 3/27/2026full-timeDoylestown • New Jersey, Ohio, Pennsylvania, Virginia, West Virginia • 🇺🇸 United StatesSenior💰 $159,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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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 Growth StrategyConflict ResolutionClient Needs AssessmentRelationship Management

Soft Skills

EngagementRetentionGrowthSatisfactionOrganizational SkillsTrust BuildingExpectation Management

Certifications

Series 7Series 66