WM IFS Associate 2
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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 (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.
Wealth Management (WM) business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth. As one of the nation's strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client's unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 regional Trust Centers that support clients and field offices by providing trust administration, investment management, and fiduciary services.
Responsible for proactively supporting the Investment Strategists and Fiduciary Specialists in development and delivery of advice, client acquisition and relationship mgmt. Provides ongoing service in alignment with the needs of clients by preparing customized client presentations/ investment reviews, gathers and researches prospect information to support sales/marketing efforts, and relationship mgmt. Interfaces with non-IFS Relationship Mgrs as facilitator/liaison for seamless delivery of IFS services and solutions. Serve as a primary point of contact for Service Mgmt, partners, and/or external resources to research and resolve moderate to highly complex IFS account issues and delivers extraordinary client experience. Identifies, escalates and monitors client retention issues. Coordinates with Service Mgmt by driving fulfillment of IFS transactions including investment trades, discretionary distributions, securing compliance documentation, updating and recording client events, maintaining files within policies, and resolving operational issues. Reviews risk mgmt reports related to Key Risk Indicators to identify areas for IFS attention. Interacts with clients, prepares client correspondence and investment research reports, and schedules client reviews. May conduct discovery meetings, provides initial Reg 9. Applies deep knowledge of investment, fiduciary, capital markets, estate planning structures, asset diversification and assists in portfolio and trust deconstructions to support the IFS team. Teams with IFS to deliver basic wealth planning such as cash flow and Monte Carlo modeling, preparing planning illustrations, leveraging standard modules from planning software. Provides administrative support such as phone coverage, travel planning, etc. Builds partnerships with other line of business associates to foster teamwork and working relationships. Incumbent may support multiple functional areas or a single functional area.
- 2+ years of administrative experience, sales support experience, or a combination of both
- Wealth management experience
- Trust experience
- Knowledge and understanding of investment management
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.
0052706 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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