Business Growth Strategy Associate

About this role:

Wells Fargo is seeking a Business Growth Strategy Associate to join our Referral Programs and Recruiting Support Team. The Referral Programs and Recruiting Support - Advisor Recruiting is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors (FAs) across all Wells Fargo Advisors (WFA) Channels (Brokerage, Premier and FiNet).  The Business Growth Strategy Associate will act as a Referral Program Manager that will report directly to the Director of Referral Programs and Recruiting Support. You will be responsible for vetting, processing and documenting referrals received through the Firm’s external and internal referral programs. You will also be responsible for identifying issues, escalating referral requests outside the program’s guidelines, onboard and/or terminate external recruiter firms, provide prospecting and lead data reporting and promote, market and educate internally about the referral programs. Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Manage queue of referrals received through the Advisor Recruiting Referrals and Team Member Referrals.

• Document referral, check it meets minimum program guidelines and vet through salesforce to ensure there isn’t an existing lead source.

• Partner with local channel leadership to accept/decline new lead(s).

• Generate various recruiting reports, including but not limited to, prospecting, lead status and financial reporting through Salesforce.

• Participate in defining and tracking metrics

• Active External Recruiter (ER) contract maintenance - Following up with existing ER’s regarding contact information updates, name changes, terminations or business owner updates, contract amendments and fee adjustment notification letters. 

• Provide conflict resolution and input to ERs, referring team members and Managers in regard to lead acceptance, declines, meeting verifications, disputes and payment issues.

• Provide ongoing evaluation of the referral programs processes, policies and procedures.

• Ensure adherence to compliance regulations and policies

• Monitor and provide edits/updates to firm intranet pages and referral program documents.

• Onboard new ERs and manage existing external recruiters on contract in accordance with third party risk management program requirements.

• Provide consistent communication regarding changes, new documents, etc. to our external recruiters through the Advisor Recruiting News Update emails and conducting ER zoom meetings

• Promote, market, and educate internally about the Referral Programs Talent Scout and FASt.

• Serve as Field contact and Subject Matter Expert (SME) and answer all incoming calls and/or emails in regard to the Referral Programs received from the Advisor Recruiting dedicated information line. 

Required Qualifications:

• 6 months of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written and interpersonal communication skills

• Ability to work effectively, as well as independently, in a team environment

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Working knowledge and understanding of Salesforce, or Client Relationship Management platform (CRM)

• Customer service focus with the ability to respond to requests in a timely manner

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skill

• Ability to manage projects or programs including active and pipeline projects for adherence to enterprise guidelines

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

This position is not eligible for Visa sponsorship.

Job Location:

• 2801 Market St., Saint Louis, MO 63103

Posting End Date: 

*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.