FiNet Sr. Relationship Manager - Central Division jobs in United States
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Wells Fargo · 12 hours ago

FiNet Sr. Relationship Manager - Central Division

Wells Fargo Advisors Financial Network (FiNet) is seeking a FiNet Sr. Relationship Manager in the Central Division. The role involves proactive engagement, retention, growth, and satisfaction of FiNet’s Independent Financial Advisors in the assigned territory, along with regular communication and collaboration with internal partners.

BankingFinancial ServicesFinTechInsurancePayments
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Responsibilities

Responsible for engagement, retention, growth and satisfaction of FiNet’s Independent FAs in your Division
Deliver the FiNet Advisor Engagement model through Practice engagement, Minimum Contact standards, Practice engagement requirements and data driven accountability around Practice/FA satisfaction and growth
Support the training, rollout and communication of key strategic initiatives
Manage FA satisfaction by proactively partnering with key internal stakeholders to resolve high profile and complex situations
Develop an expertise in the Wells Fargo Advisors and FiNet platform, products and services
Lead engagement activities for the assigned territory including individual and small group meetings
Ability to travel up to 50% of the time

Qualification

Business Growth StrategyClient Relationship ManagementConflict ResolutionSeries 7 CertificationSeries 66 CertificationCommunication SkillsTeam Collaboration

Required

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

Preferred

Series 7 and 66 preferred or ability to obtain in the first 180 days
Superior conflict resolution skills
Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations
Experience in managing relationships at an executive level, preferably in a financial service-based business environment

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase