Retirement Product Business Growth Strategy Consultant

Retirement Product Business Growth Strategy Consultant

Wells Fargo is seeking a Retirement Product Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will take inbound calls from financial advisors assisting with their employer sponsored retirement plan and Individual Retirement Account (IRA) opportunities.

In this role, you will:

• Participate in planning and execution of tactical activities and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the employer-based retirement plans and Individual Retirement business
• Ensure adherence to compliance regulations and policies
• Research, identify, and select best channels and product combinations to improve effectiveness and efficiency in supporting financial advisors in meeting the unique needs of their retirement plan and IRA prospects and clients.
• Present recommendations for developing strategies to enhance sales or marketing resources for retirement plan and IRAs and exercise independent judgment while developing expertise in business growth strategy operations, policies, procedures, and compliance requirements
• Collaborate and consult with business growth strategy managers, retirement plan and IRA product managers, colleagues, stakeholders, bankers, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs

Required qualifications:

• 2+ 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:

• FINRA Series 7 and/or Series 66 (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 Certified Plan Fiduciary Consultant (CPFC)
• 2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
• Retirement plan industry experience
• Experience educating financial advisor on recommended products and services to best support their customers' needs
• Ability to effectively listen to customer needs and identify appropriate solutions in a high-volume inbound environment
• Demonstrate ability to build effective relationships with internal partners, such as product managers, financial advisors and other business stakeholders
• Proficient in Microsoft Office and working knowledge of Salesforce
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills

Job expectations:

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• This position is not eligible for visa sponsorship.

Position Locations:

• 550 S. Tryon St - Charlotte, North Carolina 28202
• 2801 Market St, F & L Bldg - St Louis, Missouri 63103

We value equal opportunity:

Wells Fargo is an equal opportunity employer. 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.

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo recruitment and hiring requirements:

• Third-party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.