Wells Fargo · 5 hours ago
Senior Brokerage Relationship Manager
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
4+ years expWells Fargo is seeking a Senior Brokerage Relationship Manager to join their Relationship Management group within Wealth & Investment Management. This role involves managing strategic partner relationships, identifying process improvements, and ensuring the highest level of client satisfaction while collaborating with senior leaders and managing multiple projects.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Manage strategic partner relationships with Asset Management firms and participate in initiatives regarding servicing, support and growth
Identify opportunities for process improvements
Maintain and analyze business, or technical assignments that involve research, evaluation, and service
Exercise independent judgment to ensure the highest level of client/partner satisfaction
Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
Manage, support and resolve issues to ensure retention, growth and satisfaction
Provide analysis and negotiation of contracts or issues
Manage projects, troubleshoot issues and follow up on operational, technical or client transition issues
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Qualification
Required
4+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 exam sufficient to qualify for immediate FINRA registration
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 63 (or Series 66) exam sufficient to qualify for immediate FINRA registration
Preferred
Brokerage industry experience
Ability to work effectively across all organizational levels, where flexibility and adaptability are important
Ability to simultaneously manage multiple projects
Ability to gather information and make recommendations to senior leaders
Excellent verbal, written, and interpersonal communication skills
Strong collaboration and partnering skills
Strong time management skills and ability to meet deadlines
Strong organizational, multi-tasking, and prioritization skills
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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