Senior Brokerage Relationship Manager Job at Wells Fargo (SAINT LOUIS)

Senior Product Manager I

Our Product Team manages the portfolio of features and enhancements that power t...

Location

United States , Chicago

Salary:

155000.00 USD / Year

tastytrade

Expiration Date

Until further notice

Requirements

7-10 years of product management experience with demonstrated success leading complex product initiatives, managing stakeholder relationships, and delivering products that drove significant business outcomes and revenue growth
Deep expertise in retail trading, brokerage operations, or financial markets technology - you understand order execution, market data, trading workflows, account management, and regulatory requirements in the retail brokerage space
Strong technical and commercial acumen - you can define comprehensive NFR requirements and work in lockstep with engineering teams while creating business cases, developing pricing models, and tracking financial metrics tied to product performance
Mastery of advanced PM methods and emerging technologies - expert with prototyping, A/B testing, advanced analytics, and roadmapping platforms, with experience leveraging AI and machine learning to optimize product capabilities
Exceptional communication and leadership skills - able to tailor messaging to diverse stakeholders from engineers to executives, with experience mentoring junior product managers and establishing scalable ways of working across teams
Passion for empowering individual traders and improving the trading experience through data-driven insights and strategic decision-making

Job Responsibility

Lead strategic product initiatives: Own complex, multi-team projects from conception through delivery, developing 12-18 month roadmaps that balance innovation with execution. Partner with engineering leadership to anticipate technical challenges and establish collaborative frameworks for technology innovation
Drive measurable business outcomes: Develop comprehensive product strategy that translates business vision into executable plans, implementing data-driven frameworks to measure impact through OKRs and KPIs. Create sophisticated business cases with ROI projections and lead market research initiatives to inform strategic direction, with particular focus on trading platform capabilities
Navigate complexity and stakeholder relationships: Communicate confidently with executive stakeholders while effectively translating between technical and business perspectives. Resolve complex conflicts through structured negotiation and lead priority decisions that balance multiple business units and regulatory requirements
Leverage emerging technologies: Use AI and emerging technologies to enhance product capabilities and solve customer problems more effectively. Establish monitoring strategies to ensure ongoing adherence to performance, security, and reliability requirements post-launch
Mentor and elevate the team: Coach Product Managers and Associate Product Managers on strategic thinking, stakeholder management, and domain expertise. Establish scalable ways of working and facilitate discovery sessions that improve team capabilities across the organization

What we offer

Performance Bonuses
Stock Purchase Options
Medical/Vision/Dental Benefits
Annual educational / conference stipend
Sustainable workday with minimal on-call responsibilities
401k Plan
Continued Education Support
20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
10 Paid Sick Days
Gym Membership Reimbursement

Fulltime

VP Relationship Sales

The Relationship Sales group within Prime Services is responsible for the overal...

Location

United States , New York

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8 years of relevant experience
extensive experience of Futures, OTC clearing, and FX Prime Brokerage
cross-product knowledge covering equities, fixed income and repo a plus
comprehensive knowledge of the risk and control environment impacting Citi
proven self-motivation and organizational skills
consistently demonstrate clear and concise written and verbal communication
understanding of global markets, including market regulations and operational/settlement procedures
prior experience in a client facing role
FINRA Licenses SIE, 3, 7, 63
bachelor's degree/University degree or equivalent experience

Job Responsibility

Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) business
lead structured meetings, multi-client events, single-client events, and publish detailed call reports
monetize new opportunities line with the sales strategy
re-originate clients under minimum revenue thresholds
accountable for client profitability and revenue growth, as well as managing returns associated with the client FDC relationship
participate in structured service reviews and/or Broker Votes with follow up detail and action plans
periodic client reviews to determine overall client satisfaction and coordinate the response to client evolving requirements and any concerns
understand the client wallet, drive organic growth and identify cross sell opportunities
avoid revenue slippage via interest/commission monthly sanity checks
educate clients on tools to manage GSIB gross-notional, UMR and RWA exposure

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Senior Commercial Account Handler

The primary focus of the role is to manage new and existing client accounts, wit...

Location

United Kingdom , Birmingham

Salary:

30000.00 - 35000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Demonstrates ambition and determination to progress within the organization
Previous experience in the insurance brokerage or company setting
Exceptional communication abilities
Confidence in negotiating effectively
Strong aptitude for time management
Ability to make data-driven decisions
Proficient analytical skills
Commitment to accuracy and meticulous attention to detail
Interpersonal proficiency
Clear and articulate verbal and written communication

Job Responsibility

Developing and nurturing client relationships
Organizing and participating in meetings
Assisting clients in articulating their insurance needs
Conducting research on insurance policies and products
Negotiating policy terms and pricing with insurers
Clarifying policy terms for clients
Facilitating insurance coverage with providers
Maintaining comprehensive digital records
Compiling reports for underwriters
Guiding clients through the claims process

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Staten Island

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
group 1 Insurance License

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to small business partners, home lending officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all regulatory and compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Operations Manager

Lawes Consulting Group are partnering with an expanding insurance broker who is ...

Location

United Kingdom , South Yorkshire

Salary:

45000.00 - 55000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Proven experience as an Operations Manager, preferably within an insurance brokerage environment
Strong knowledge of insurance brokerage operations, including compliance, underwriting, and claims processes
In-depth understanding of regulatory requirements and industry standards
Proficiency in using the Acturis trading platform
Excellent communication and interpersonal skills
Relevant insurance qualifications are desirable but not essential

Job Responsibility

Oversee and manage the daily operations of the insurance brokerage, ensuring efficiency and effectiveness
Lead, mentor, and develop a team of operations staff, fostering a culture of collaboration and excellence
Develop and implement operational policies, procedures, and best practices to improve productivity and service delivery
Monitor and ensure compliance with regulatory requirements and industry standards
Collaborate with senior management to align operational strategies with business goals
Manage relationships with insurers, underwriters, and other third-party providers
Analyse operational performance metrics and implement improvements to drive results
Oversee the implementation and maintenance of brokerage software and systems
Handle escalated client issues and ensure timely resolution
Support business growth initiatives by optimizing operational processes and resources

Fulltime

Senior Brokerage Relationship Manager

Wells Fargo

Location:
United States , SAINT LOUIS ▼
CHARLOTTE

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 02, 2026

Expiration:
March 09, 2026

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