Senior Relationship Manager – Independent Advisor Channel

Wells Fargo

. Serve as a trusted advisor to independent business owners, providing guidance on practice growth, client segmentation, staffing, and long-term strategy .

Posted 5/13/2026full-timeDoylestown • Maryland, New Jersey, Ohio, Pennsylvania, Virginia, West Virginia • 🇺🇸 United StatesSenior💰 $175,000 - $305,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a trusted advisor to independent business owners, providing guidance on practice growth, client segmentation, staffing, and long-term strategy
Drive advisor engagement, retention, and growth across a defined territory within the Northeast Division
Consult on business-building opportunities, helping advisors deepen client relationships and expand their capabilities
Identify risks and opportunities within advisor practices and mobilize internal resources to improve outcomes
Act as the voice of the advisor, influencing internal partners and shaping how the firm delivers value to the independent channel
Lead in-market engagement, including one-on-one practice consulting and small group discussions
Partner across the firm (Recruiting, Marketing, Product, Risk, and Leadership) to deliver a cohesive advisor experience
Contribute to divisional growth initiatives, including advisor forums and strategic programs

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
Experience working with independent financial advisors in the IBD or RIA space
Strong business consulting and practice management expertise
Demonstrated ability to build trust and influence at the executive/owner level
Excellent problem-solving and conflict resolution skills
Highly organized, with the ability to manage a broad territory and multiple priorities
Series 7 and 66 licenses, or ability to obtain within 180 days

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 StrategyPractice ManagementClient SegmentationRisk IdentificationOpportunity AnalysisAdvisor EngagementConsultingStrategic Programs

Soft Skills

Trust BuildingInfluencingProblem-SolvingConflict ResolutionOrganizational SkillsMulti-Priority Management

Certifications

Series 7 LicenseSeries 66 License