D13 Wells Fargo Clearing Services, LLC is Hiring a Senior Lead Business Growth Strategy Consultant Near Charlotte, NC
About this role: Wells Fargo is seeking a Lead Brokerage Relationship Manager that will be responsible for building, maintaining, and growing relationships with our asset management partners and working with their business and data initiative teams. In this role, you will: Manage key client relationships and lead initiatives regarding servicing, support and growth Strategize clients needs and provide effective solutions Identify opportunities for process improvements Maintain and analyze business, operational, or technical assignments that involve research and evaluation Exercise independent judgment to ensure client satisfaction Provide effective communication and exceptional understanding of the line of business platform Serve as an advocate for the needs of the client Provide daily support and resolution of issues to ensure client satisfaction Recommend solutions to solve operational needs and exercise independent judgment to manage relationships Manage projects, troubleshoot issues, develop business solutions and follow up with the client to ensure client satisfaction Provide research and negotiation of contracts or issues Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 5 years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Helping asset managers grow their AUM and flows through data insights and leveraging relationships Experience partnering with firm resources and relationship managers Experience managing data program offerings to asset managers and insurance carriers Posting End Date: 24 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 Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. 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.
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