Retirement Product Business Growth Strategy Consultant

at  Wells Fargo

APPLICANTS WITH DISABILITIES

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

Required Qualifications:

• 2+ 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:

• FINRA Series 7 and/or Series 66 (or industry equivalent)
• Retirement plan industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC)
• 2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
• Experience educating Financial Advisor on recommended products and services to best support their customers’ needs
• Ability to effectively listen to customer needs and identify appropriate solutions in a high volume inbound environment
• Demonstrated ability to build effective relationships with internal partners, such as product managers, Financial Advisors and other business stakeholders
• Proficient in Microsoft Office and working knowledge of Salesforce
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skill

Wells Fargo is seeking a Business Growth Strategy Consultant in Investment Products as part of Wealth & Investment Management. In this role, you will take inbound calls from financial advisors assisting with their employer sponsored retirement plan and IRA opportunities. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Participate in planning and execution of tactical activities and projects within Retirement Products that directly support or assist in implementation and optimization of efforts for growth of the business retirement plan and IRA business.
• Ensure adherence to compliance regulations and policies
• Research, identify, and select best channels and product combinations to improve effectiveness and efficiency in supporting financial advisors in meeting the unique needs of their retirement plan and IRA prospects and clients
• Present recommendations for developing strategies to enhance retirement plan and IRA sales strategies and support material
• Collaborate and consult with Business Growth Strategy managers, Retirement Plan and IRA product managers, colleagues, stakeholders, financial advisors, including internal or external strategic relationships to grow market share and meet customer needs

Required Qualifications:

• 2+ 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:

• FINRA Series 7 and/or Series 66 (or industry equivalent)
• Retirement plan industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary Consultant (QPFC) or equivalent Certified Plan Fiduciary Consultant (CPFC)
• 2+ years working directly with business owners in designing or servicing employer retirement plans or through intermediaries who sell and service employer sponsored retirement plans
• Experience educating Financial Advisor on recommended products and services to best support their customers’ needs
• Ability to effectively listen to customer needs and identify appropriate solutions in a high volume inbound environment
• Demonstrated ability to build effective relationships with internal partners, such as product managers, Financial Advisors and other business stakeholders
• Proficient in Microsoft Office and working knowledge of Salesforce
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule

Position Locations:

• 550 South Tryon Street - Charlotte, NC 28202
• 2801 Market Street - St. Louis, MO 63103