Retirement Planning Senior Growth Specialist

at  Wells Fargo

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

• 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Demonstrated expertise in financial markets, ERISA, Department of Labor and Best Interests rules, retirement planning, income strategies, Social Security, Medicare, insurance and other risk management strategies, and financial planning concepts.
• Strong skills in quantitative research methods and statistical analysis, and the ability to translate complex data into actionable business growth strategies.
• Excellent written and verbal communication skills to present research and insights to technical and nontechnical stakeholders.
• Demonstrated ability to implement innovative and significant business strategies working in partnership with cross-functional teams
• MA or PhD in finance, economics, or related field.
• CRPC (Chartered Retirement Planning Counsellor), ChFEBC (Chartered Federal Employee Benefits Consultant), CFP, JD, CRC, ChFC, or related industry credentials

Wells Fargo is seeking a Retirement Planning Senior Growth Specialist with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and clients navigate money decisions throughout life. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Bring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial wellbeing, and improve the effectiveness of business strategies.
• Influence or design research to advance the firm’s thought leadership in Advice and Planning.
• Establish an enterprise point of view on how consumer behavior impacts decisions related to complex retirement topics, including accumulating and decumulating assets effectively, creating sustainable income streams, approaching Social Security decisions, navigating disability and long-term care decisions, managing health care costs, etc.
• Analyze data, identify patterns, and draw insights to inform the development of innovative advice tools and resources. Serve as subject matter expert in the accuracy and relevance of advice content.
• Prepare presentations to communicate behavioral and business insights to internal and external stakeholders including Wells Fargo lines of business, clients, advisors and relationship managers, the Office of Consumer Protection, Public Relations, employees, regulators, financial influencers, and communities.
• Collaborate on business initiatives with teams across the enterprise, including Consumer and Small Business banking, Consumer Lending, Wealth & Investment Management, Commercial, and Wells Fargo employees.

Required Qualifications:

• 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Demonstrated expertise in financial markets, ERISA, Department of Labor and Best Interests rules, retirement planning, income strategies, Social Security, Medicare, insurance and other risk management strategies, and financial planning concepts.
• Strong skills in quantitative research methods and statistical analysis, and the ability to translate complex data into actionable business growth strategies.
• Excellent written and verbal communication skills to present research and insights to technical and nontechnical stakeholders.
• Demonstrated ability to implement innovative and significant business strategies working in partnership with cross-functional teams
• MA or PhD in finance, economics, or related field.
• CRPC (Chartered Retirement Planning Counsellor), ChFEBC (Chartered Federal Employee Benefits Consultant), CFP, JD, CRC, ChFC, or related industry credentials.

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This is a hybrid role

Work Locations:

• 2801 Market Street - St. Louis, MO
• 550 South Tryon Street - Charlotte, NC
• 28601 N Scottsdale Rd - Scottsdale, AZ
• 800 S Jordan Creek Pkwy - West Des Moines, IA
• 5201 West Amelia Earhart Drive - Salt Lake City, UT
• 550 South 4th Street - Minneapolis, MN

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.