IRT Relationship Manager 3
You have a proven track record of success but you're looking for more. More responsibility. More challenges. At Wells Fargo you'll find that opportunity. You'll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.
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 (wellsfargo.com), 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.
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 Relationship Manager is responsible for managing a book of client relationships with responsibility for developing and maintaining strong relationships for large, complex and/or multi-service accounts. These clients require relationship development at the both the C-Suite levels in addition to consultants and/or advisors. Provides primary C-Suite client contact and service team leadership of client facing and non-client facing team members. Seasoned relationship manager that is a visible steward of the organization s mission, values and strategic objectives to executive staff of large and/or complex clients. Utilizes effective sales and negotiation skills to generate additional revenue with current and potential new clients. Builds strong loyalty and followership internally for the benefit of their external relationships. Interacts in a peer-to-peer capacity with both clients and external consultants/advisors on fee negotiations, client adoption of best practices, and/or mitigation of operational deficiencies on specific clients. Leverages internal partners on client strategy. Ensures customer satisfaction through designing and implementing an Institutional Retirement & Trust (IRT) services strategy that address the client s goals and objectives. Ensures accounts meet all regulatory and internal compliance requirements including AML. Coordinates documentation, operations transition, client orientation and communication plans for new accounts. Establishes/monitors client fees, profitability and operational efficiency. Responsible for ensuring the effective delivery of all administrative and operational services.
This position can only be located in Des Moines, IA.
- 5+ years of experience in one or a combination of the following: relationship management, sales, client services, consulting, product, project/program management
- Experience with institutional retirement and trust plans
- Strong collaboration skills within cross functional and geographically dispersed teams
- Proven ability to negotiate complex Profit and Loss (P&L) drivers, product adoption and mitigation risk
- Ability to interact with a high level of professionalism and confidence with all levels of team members and management
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation skills
- Ability to develop and maintain effective relationships within and across business lines at all levels of the organization
- Ability to travel up to 25% of the time
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.
0044120 WEALTH INV MGMT/WIM PSI
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Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.
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