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IRT Relationship Manager 3

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. 

 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 

 

Wealth and Investment Management (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.

 

The Relationship Manager will be responsible for driving client loyalty for the largest, most complex accounts, including defined contribution and defined benefit products.  The Relationship Manager develops and executes strategies to maximize client satisfaction, relationship growth and retention.  The Relationship Manager leads consultative conversations with clients to convey best practices and alternative solutions, leveraging their deep industry, product and institutional retirement knowledge and engaging internal partners in development of ideas and solutions that meet both the customer and business needs.  This position is also accountable for managing profitability, utilizing all pricing/benchmarking tools to monitor pricing and leading value discussions with their clients.

Delivers intentional messaging focused on desired outcomes.  The Relationship Manager is a team member with dynamic presentation skills for current and prospect client meetings, with the ability to quickly adapt to the direction of any client conversation.  The Relationship Manager knows our business story and can modify their message to emphasize what is important to a client, or incorporate with finesse additional information as needed.

Ensures accounts meet all regulatory and internal compliance requirements.  The Relationship Manager maintains a high level of industry knowledge as well as deep product and process knowledge, allowing for leadership of relationship team and effective decision making when reviewing solutions and problem resolution.  Manages risk to minimize losses and manage direct expense.

 

 



Required Qualifications

  • 5+ years of experience in one or a combination of the following: relationship management, sales, client services, consulting, product, project/program management



Desired Qualifications

  • Ability to develop and maintain effective relationships within and across business lines at all levels of the organization
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills
  • Proven ability to negotiate complex Profit and Loss (P&L) drivers, product adoption and mitigation risk
  • Strong collaboration skills within cross functional and geographically dispersed teams
  • Experience with institutional retirement and trust plans
  • Ability to interact with a high level of professionalism and confidence with all levels of team members and management



Other Desired Qualifications
  • Experience interacting effectively with internal and external clients and service providers
  • Solid knowledge and understanding of product and services
  • 3+ years of client services experience


Job Expectations

  • Ability to travel up to 15% of the time



Disclaimer


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.


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