Head of Wealth & Investment Management Banking, Wells Fargo

Wells Fargo

Location:
United States, New York ▼
Charlotte
Chicago
Minneapolis
Saint Louis

Category:
Banking

Contract Type:
Employment contract

Salary:

290000.00 - 500000.00 USD / Year

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Job Description:

Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.

Job Responsibility:

Deliver the WIM strategic objective of increasing penetration of banking services to WIM clients by developing adoption strategies and working with WIM channel partners
Define, measure and actively manage the WIM client experience standards for Banking products
Improve and innovate underlying processes through the use of technology and non-tech initiatives
Engage with Divisional CRG leaders and National Sales on all banking related initiatives
Partner with WIM Head of Lending and WIM Head of Deposits
Manage an organization that includes Divisional leaders for WIM Banking and WIM Banking Service team, and the Head of the Legal Specialty Group
Develop and guide a culture of talent development to meet business objectives and strategy
Engage and influence WIM Banking business leaders, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk

Requirements:

8+ years of wealth management banking experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
4+ years of team management experience
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

8+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred
Exceptional verbal, written, and interpersonal communication skills
Proven ability to collaborate effectively and cultivate strategic partnerships
Extensive leadership experience with demonstrated success in managing and motivating teams
Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
Consistent record of driving revenue growth and achieving targeted business outcomes

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 05, 2025

Expiration:
August 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head of Wealth & Investment Management Banking