Relationship Manager Wells Fargo Asset Management (Intermediary Account Manager 3) in New York, New York | DiversityInc Careers
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Relationship Manager Wells Fargo Asset Management (Intermediary Account 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.

Wells Fargo Asset Management, a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $504 billion in assets under management as of January 12, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, and a global reach with offices and clients around the world.

The Relationship Manager is responsible for designing and implementing a comprehensive strategy for alignment, availability, promotion and sales through assigned firms and channel(s).  In addition, this person would identify and partner with internal and external centers of influence to explore new sales opportunities. The successful individual will be responsible for broadening and deepening relationships at each assigned firm.

The individual will be an assertive, results-oriented sales professional with the capacity to represent the firm at all levels within each organization. Primary responsibilities will include:

  • Demonstration of an in-depth knowledge of industry dynamics.
  • Attain thorough understanding of a client’s strategy, industry position and success drivers to support strategic recommendations.
  • Understand client needs, both short and long term,
  • Establish and maintain high-performing relationships.
  • Set strategic priorities aligned with partner opportunities, identify the most impactful potential sales initiatives and drive execution of those initiatives.
  • Be proactive in client communications and ensure an optimal level of client interaction by establishing a formal service plan for each top-tier client.
  • Quarterback the internal resources needed to execute on initiatives.
  • Interpret sales reports and other information to identify and articulate trends and support allocation of resources to take advantage of client opportunities.
  • Negotiate contracts and financial commitments associated with supporting partner marketing and sales initiatives.

Required Qualifications

  • 8+ years of asset management experience, sales experience, or a combination of both

Desired Qualifications

  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Good analytical skills including; synthesizing, organizing and evaluating data in support of core business analytics/special requests
  • Extensive technical skills and understanding of data architecture
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Experience applying a sense of urgency and bringing issues to closure in a timely manner with attention to detail despite obstacles and opposition
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline driven environment
  • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)

Other Desired Qualifications
  • Comprehensive knowledge of broker/dealer channel, Third Party Asset Management Platform (TAMPS) and COI’s including both asset and practice management.
  • Preference given to candidates with minimum of 10 years of sales and/or marketing experience within National Accounts with focus on home office relationship management.
  • Successful candidates will have the confidence to develop relationships at many levels within organizations including identifying and facilitating appropriate interactions with Senior Leaders. 
  • Advanced Financial Certification

Job Expectations

  • Registration for FINRA Series 7 and 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Ability to travel up to 60% of the time


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.