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As part of its vision for a flatter, more nimble organization that is easier to do business with, Wealth and Investment Management (WIM) has createdhorizontal functions known as centers of excellence to support all client coverage channels. Banking, Lending, & Trust is a center of excellence that brings teams and functions currently found across WIM's consumer businesses under a common, WIM-level organization.
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About this role:
Wells Fargo is seeking a Head of Banking Service and Strategy... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:
- Manage and develop a Wealth Management Banking team of individual contributors and managers in roles with moderate complexity and risk
- Engage and influence stakeholders, internal partners, and peers associated with Wealth Management Banking functional area, or who are affected by its outcomes
- Identify and recommend opportunities for process improvement and risk control development within Wealth Management Banking functional area
- Determine appropriate strategy and actions of a Wealth Management Banking team to meet moderate to high risk deliverables
- Interpret and develop policies and procedures for Wealth Management Banking operations with moderate complexity within scope of responsibility
- Collaborate with and influence Wealth Management Banking professionals, including senior managers, as well as interact directly with external customers
- Manage allocation of people and financial resources for Wealth Management Banking
- Develop and guide a culture of talent development to meet business objectives and strategy
- Provide vision and collaborate with wealth banking leaders to develop strategies and goals focused on client experience within Wealth Management Banking functional area
- Provide thought leadership to develop and implement strategic solutions to highly complex and companywide objectives
- Lead a team of managers and professionals and develop long-term strategies for Wealth Management Banking to achieve business objectives
Required Qualifications:
- 8+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of Management experience
- Experience articulating a complex problem, building strategy and implementation
- Talent development or organizational effectiveness experience
- Customer Service focus with experience handling complex transactions
- Strong risk management leadership skills
- Knowledge and understanding of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients: market segment
- Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
- Knowledge and understanding of Regulatory Risk and Compliance policies and programs
- FINRA Series 7, 66, 9/10 or 24
- Minimal travel
12 Jan 2025
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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.