Institutional Retirement & Trust- Business Initiatives Consultant 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Abbot Downing serves ultra-high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

Wells Fargo’s Institutional Retirement and Trust (IRT) business was purchased by Principal Financial Group (PFG), a provider of retirement, investments, and insurance products and services. The sale was announced in April, 2019, and the transition of in scope team members and clients is expected to be completed by mid-2021. Wells Fargo is committed to supporting the IRT business throughout the transition period and this in scope role will eventually transition over to PFG.

Responsible for leadership of cross functional/virtual teams to strategize, plan and execute a variety of programs, services and initiatives. Examples might include, but are not limited to: finance / operational / executive management review coordination, process improvement and redesign, change management initiatives, ongoing oversight of a leadership / diversity / recognition / Q12 or general program oversight. Provides leadership in the integration /implementation of programs/services/initiatives with cross functional business partners, recognizing the significance of competing priorities and strategies, and adjusting as necessary. Develops metrics and tracks/evaluates performance of programs, services and initiatives. Ensures plans/programs adhere to appropriate policies and regulations. Responsible for leading cross-functional/virtual teams, activities and people associated with complex business initiatives across lines of business, with a business focus.

Functions include:

• Directing activities of teams in execution of initiatives
• Working with multiple groups to identify requirements, develop execution plans and strategies for programs, services or initiatives
• Prepare business cases and assign tasks
• Influencing and negotiating with all levels of staff and management
• Ensuring control and management of risks and issues
• Interfacing with users to define needs and issues
• Creating and/or overseeing user training and communication, as applicable
• Identifying, developing and implementing policies/procedures/controls within scope of initiative to optimize results while ensuring compliance with government regulations and enterprise policies

The most successful candidate will have a strong accomplishment history with the following:

• Demonstrated leadership experience, leading both virtual and local individual contributors
• Demonstrated experience effectively managing cross enterprise, business initiatives spanning budget size and scope
• Direct experience influencing others, e.g. Technology, Legal, Risk, Compliance, Audit and others; building partnerships to achieve desired outcomes
• Relevant analytical skills
• Demonstrated success negotiating and managing problems to positive resolution
• Direct experience evaluating and reporting progress in terms of quality, financial management and performance metrics
• Demonstrated ability to communicate complex details in writing and verbally

In addition to the professional qualifications outlined above, we are specifically looking for team members who have the following background:

• Energetic self-starter who is flexible, conscientious, proactive, and detail-oriented
• Powerful communicator who reflects professional presence and is confident in interactions with clients and business partners
• Self-driven, independent team member who effectively prioritizes and executes tasks; and embraces new challenges
• Highly dynamic individual who thrives in an interdependent team environment

**Please note: This position will be working from home until we have the direction to report back in the office**

• 6+ years of experience in one or a combination of the following: project management, implementation, or strategic planning

• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Excellent verbal, written, and interpersonal communication skills
• A BS/BA degree or higher

• Knowledge and understanding of retirement
• 401K recordkeeping product knowledge
• Trust, custody, brokerage, and/or trading knowledge/experience

NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC

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.

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.