About this role:
The FiNet Western Divisional Business Manager will join the Engagement and Growth team in the Western Division, focusing on enhancing client relationships and coordinating resources for FiNet practice owners, financial advisors, and client associates. This individual will support the overall objectives of client satisfaction, growth, and advisor/practice retention. In addition to building and supporting strong relationships with our FiNet practices, the candidate will collaborate with partners across the enterprise and other lines of business to provide workable solutions to enhance their daily operation and end-client experience by focusing on helping practices become more effective and efficient through coaching and consultation.
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In this role, you will:
- Manage key client relationships and lead initiatives focused on service delivery, practice engagement and growth
- Collaborate and consult with partners within the enterprise to develop solutions that address and resolve complex issues
- Strategize business needs of FiNet practices and provide solutions to accomplish objectives
- Deliver clear and effective communication and possess a comprehensive understanding of the independent brokerage model
- Advocate for the needs of FiNet practices
- Collaborate and guide FiNet Business Support Managers, who serve as the primary contacts for addressing operational and service escalations
- Help FiNet practices become more efficient through coaching, consultation and the adoption of new technology and service enhancements
- Identify opportunities for operational improvements by analyzing usage data and implementing greater efficiencies
- Provide resources and tools to FiNet practice owners, financial advisors and client associates to effectively run their business
- 5+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Demonstrated experience with financial services operations
- 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 services environment.
- Ability to travel up to 20%
- Must live within Western Division footprint (AK, WA, OR, CA, NV, AZ, or HI) -- this is a remote position
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$106,300.00 - $206,100.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
24 Oct 2024
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.