Institutional Retirement and Trust Sales Associate 2

Job Description

Let's talk about building a rewarding career

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (, and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company's four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Retirement: Wells Fargo Retirement is a top retirement provider to institutional customers across the U.S. Wells Fargo ranks second in annuity distribution, sixth in IRA assets and eighth in retirement recordkeeping. The company also administers custody assets, provides investments and executive benefits to institutional clients.

The IRT Sales Associate provides consultative sales support to the IRT Sales Representatives responsible for selling Trust and Custody services. Responsibilities include but are not limited to: generating new business opportunities by developing relationships and acting as product specialist to key referral sources; facilitating and managing all aspects of the sales process including requests for proposals (RFPs), initial pricing, preparing final sales presentations, competitor analysis, etc.; partnering with sales team and key business partners to identify and recommend solutions to prospective client's situations. In smaller markets, may include direct wholesaling of IRT products and services through intermediary distribution channels (Financial Advisors, Registered Investment Advisors, Consultants, and Bankers). Approaches deals in a strategic and customized manner, influencing and making recommendations for sales approach, presentation, and pricing. Viewed as a subject matter expert and sought by others for advice or guidance. May work and represent sales on special projects as assigned. May provide onboarding and training for new hires and assists in their assimilation into the organization.

Required Qualifications

  • 5+ years of experience in one or a combination of the following: defined contribution, defined benefit, or non-qualified plans; in the retirement industry

Desired Qualifications

  • Ability to identify and manage highly complex issues and negotiate solutions within a geographically dispersed organization
  • Strong leadership skills
  • Strong analytical skills with high attention to detail and accuracy
  • Solid problem solving skills
  • Excellent project management skills
  • Ability to execute in a fast-paced, high demand, environment while balancing multiple priorities
  • Strong relationship building skills including the ability to engage and influence individuals at all levels of the organization
  • Strong verbal, written, and interpersonal communication skills
  • Ability to work independently

Other Desired Qualifications

  • Knowledge of Trust & Custody products
  • Intermediate level MS PowerPoint experience


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


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