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Wells Fargo · 1 day ago

RIA Solutions Relationship Manager

SAINT LOUIS, MO

Full-time

Hybrid

Senior Level

5+ years exp

Wells Fargo is a leading financial services company, and they are seeking an RIA Solutions Relationship Manager. This role is responsible for building and maintaining relationships with brokerage staff, managing complex initiatives, and ensuring operational excellence and client satisfaction.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Manage key brokerage relationships and lead complex initiatives regarding servicing, support and growth

Provide daily support and resolution of issues to ensure satisfaction

Strategize brokerage needs and provide effective solutions

Identify opportunities for process improvements

Maintain and analyze complex business, operational, or technical assignments that involve research and evaluation

Provide effective communication and exceptional and complex understanding of the line of business platform

Recommend solutions to solve operational needs and exercise independent judgment to manage relationships

Manage projects, troubleshoot issues, develop business solutions and follow up to ensure satisfaction

Strategically collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Qualification

Business Relationship ManagementFinancial Industry ExperienceProject ManagementStrategic ThinkingProblem-Solving SkillsClient-Centric ServiceCommunicationSelf-StarterInterpersonal Skills

Required

5+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education