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8 Lead Business Growth Strategy Consultant Jobs in CHARLOTTE-NC, NC

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D13 Wells Fargo Clearing Services, LLC
CHARLOTTE-NC, NC | Full Time
$95k-122k (estimate)
2 Days Ago
D13 Wells Fargo Clearing Services, LLC
CHARLOTTE-NC, NC | Full Time
$95k-122k (estimate)
2 Days Ago
B10 Wells Fargo Bank, N. A.
CHARLOTTE-NC, NC | Full Time
$126k-163k (estimate)
4 Months Ago
B10 Wells Fargo Bank, N. A.
CHARLOTTE-NC, NC | Full Time
$107k-137k (estimate)
1 Week Ago
B10 Wells Fargo Bank, N. A.
CHARLOTTE-NC, NC | Full Time
$118k-153k (estimate)
2 Weeks Ago
B10 Wells Fargo Bank, N. A.
CHARLOTTE-NC, NC | Full Time
$86k-113k (estimate)
3 Months Ago
B10 Wells Fargo Bank, N. A.
CHARLOTTE-NC, NC | Full Time
$219k-326k (estimate)
3 Weeks Ago
Lead Business Growth Strategy Consultant
$95k-122k (estimate)
Full Time 2 Days Ago
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D13 Wells Fargo Clearing Services, LLC is Hiring a Lead Business Growth Strategy Consultant Near CHARLOTTE-NC, NC

About this role: Wells Fargo is seeking a Lead Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will be acting as a player coach by taking inbound calls from financial advisors assisting with their employer sponsored retirement plan and developing Retirement Product Consultants. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Function as a player-coach to the Retirement Product Consultants in lower roles within the team. Collaborate with management on team and individual performance. Serve as a subject matter expert on employer retirement plans and IRAs and apply that knowledge in coaching on calls with the consultants, in collaboration with Legal, Compliance and Escalations, among other key stakeholders across WIM and other lines of business. Lead and/or participate in complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities for retirement products. Review, analyze, and research complex, multi-faceted business challenges within Business Growth Strategy functional area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors Identify, assess, and opine on comparative competitor information to provide insight into product development, including collateral and communication to overall enhance retirement product effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers. Ensure adherence with compliance regulations and policies within Business Growth Strategy functional area Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Business Growth Strategy functional area, policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives Strategically collaborate and consult with Business Growth Strategy mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor Required Qualifications: 5 years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 5 years of Retirement Product Consultant experience FINRA Series 7 and/or Series 63 (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 Qualified 401k Administrator (QKA) Demonstrated experience coaching or mentoring peers Working knowledge on retirement plan product solutions across multiple strategic relationships with the ability to apply that knowledge with employees and client opportunities with the financial advisors or willing to obtain this knowledge Provide consulting services to financial advisors on retirement products with more complex situations Ability to work effectively individually and in a team environment Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Position Locations: 550 South Tryon Street - Charlotte, NC 28202 Posting End Date: 7 Jul 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

Job Summary

JOB TYPE

Full Time

SALARY

$95k-122k (estimate)

POST DATE

06/27/2024

EXPIRATION DATE

08/25/2024

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