CrawlJobs Logo

Solutions Consultant - RIA Solutions Business Development

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Irving ▼

Category Icon
Category:
Consulting

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Wells Fargo is seeking a Solutions Consultant – RIA Solutions (Business Development) to support advisor acquisition and transition efforts through a consultative, technology-driven diligence process. This role partners closely with Business Development, Strategy, Product, and Partner teams to help prospective advisors evaluate operating models, technology platforms, and solution architecture as part of their transition decision. The Solutions Consultant serves as a trusted advisor—translating complex technology ecosystems and integration considerations into clear, actionable recommendations—while enabling deeper engagement earlier in the diligence process and improving advisor confidence and conversion readiness.

Job Responsibility:

  • Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment
  • Guide advisors through structured discovery to assess current state, define future state goals, and identify constraints
  • Translate advisor needs into tailored solution recommendations across technology platforms, integrations, and partner capabilities
  • Serve as a subject matter expert throughout the diligence process, focusing on advisory guidance rather than product selling
  • Provide expertise on RIA technology ecosystems, including custody platforms, portfolio management systems, reporting tools, integrations, and workflows
  • Partner with Product, Technology, and Partner Services teams to validate solution feasibility and readiness
  • Support diligence workflows and ensure solution considerations are clearly documented and consistently applied
  • Help advisors understand tradeoffs, dependencies, and sequencing related to technology and platform decisions
  • Collaborate with Business Development and Advisor Transition leaders to enable earlier and deeper consultative engagement in the deal lifecycle
  • Support pro forma and deal discussions by providing solution context that informs financial and operational decisions
  • Improve business development efficiency by reducing late-stage friction, rework, and misalignment during advisor transitions
  • Contribute to the design and refinement of repeatable diligence frameworks grounded in solution architecture
  • Develop solution narratives, diagrams, and artifacts to support advisor decision-making and internal alignment
  • Provide feedback to inform product strategy, partner ecosystem evolution, and go-to-market improvements

Requirements:

  • 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience working with Registered Investment Advisors (RIA), wealth management firms, or advisor platforms
  • Strong understanding of RIA operating models and technology ecosystems (custody, portfolio management, reporting, integrations)
  • Background in solutions consulting, pre-sales, or platform advisory roles within financial services or financial technology
  • Experience supporting advisor transitions, platform migrations, or complex operational transformations
  • Ability to translate technical concepts into clear business-level insights for advisors and senior stakeholders
  • Experience working across matrixed organizations with Product, Technology, Compliance, and Legal teams
  • Strong analytical, problem-solving, and critical thinking skills
  • Excellent communication and presentation skills with executive-level presence
  • FINRA Series 66

Additional Information:

Job Posted:
May 16, 2026

Expiration:
May 26, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Icon
Wells Fargo - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Solutions Consultant - RIA Solutions Business Development

New

Ria Business Execution Consultant

Wells Fargo is seeking a RIA Business Execution Consultant to support strategic ...
Location
Location
United States , St. Louis; Dallas
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 26, 2026
Flip Icon
Requirements
Requirements
  • 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Serve as a strategic Business Execution advisor to senior leadership, driving performance, business initiatives, and transformation priorities across the RIA business
  • Lead practice change and business transformation efforts, helping advisor-facing teams evolve operating models, workflows, and client engagement approaches
  • Design and implement business management frameworks, including performance tracking, operational governance, and KPI monitoring
  • Drive change management strategies, ensuring successful adoption of new processes, tools, and technologies through stakeholder engagement, communication, and training
  • Build and scale new programs and processes from ambiguity, translating evolving business needs into structured execution roadmaps
  • Translate complex business and technical requirements into actionable plans, partnering closely with technology teams to design and deliver scalable solutions
  • Lead cross-functional execution across business, technology, operations, and external partners, ensuring alignment with enterprise strategy
  • Facilitate leadership forums, governance routines, and steering committees to drive decision-making, prioritization, and accountability
  • Develop executive communications, reporting, and insights, using data and analytics to measure performance and inform strategy
  • Act as a liaison between business and technical teams, ensuring clarity, alignment, and successful delivery outcomes
  • Fulltime
Read More
Arrow Right

AVP Business Strategy SIAG

Location
Location
United States , West Des Moines
Salary
Salary:
Not provided
sammonsfinancialgroup.com Logo
Sammons Financial Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in Information Systems, Finance, Marketing, Computer Science or Business or similar
  • Minimum 10 years' experience with analysis
  • Minimum 10 years' experience in the Insurance or Financial Services industry
  • Possess technical and analytical skills to answer complex questions and problem solve
  • Possess strong ability in working well with others
  • Must embrace and effectively shadow the corporate core values
  • Effective leadership, management, decision-making and motivational skills
  • Excellent communication skills, including listening, oral and written
  • Must exhibit excellent organizational skills and have well-developed oral and written communication skills with which to communicate effectively with a variety of personalities
  • Ability to establish and articulate a vision, set goals, develop and execute strategies, and track/measure results
Job Responsibility
Job Responsibility
  • Provide leadership and oversight of strategy for the Sammons Independent Annuity Group (SIAG) business unit (BU) by partnering with key business leaders and subject matter experts (SMEs) to design, implement and continuously enhance strategies, initiatives and tools in order for SIAG to achieve growth
  • Continuously communicate necessary facts to drive corrective and proactive changes utilizing knowledge of the business, products, processes and systems
  • Build electronic capabilities, work with external partners and be involved with potential alternative distribution opportunities
  • Provide leadership for planning, developing and implementing strategy across multiple distribution channels by collaborating with key business leaders and Subject Matter Experts (SMEs)
  • Work with business owners to understand their business requirements/strategies/initiatives
  • utilize requirements/strategies/initiatives to develop industry leading electronic capabilities
  • Accelerate the delivery of strategic initiatives based on data, technology, automation, continuous insights – and lead the analytics track within larger strategic initiatives
  • Plan and facilitate strategy meetings for business unit (BU) leadership team
  • Synthesize outcomes to refresh strategic plan
  • Exercise leadership influence and direction within the division to the plan
What we offer
What we offer
  • Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
  • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
  • 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
  • Friday afternoons off year-round, generous paid time off, and paid holidays
  • Paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
  • Volunteer time off, and company nonprofit matching gift program
  • Fulltime
Read More
Arrow Right

Director, Fintech & Institutional Partnerships – Democratized Prime

We are hiring a Senior Business Development and partnerships leader to drive ins...
Location
Location
United States , New York
Salary
Salary:
172000.00 - 215000.00 USD / Year
figure.com Logo
Figure
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of experience across finance, fintech, institutional crypto, or capital markets
  • At least 4 years in institutional crypto and or fintech
  • Prior client facing experience in business development, partnerships, sales, product marketing, or capital markets coverage
  • Background in investment banking, institutional sales or trading, fintech partnerships or product marketing, BD at a brokerage or wealth platform, or top tier strategy consulting with deep financial services exposure
  • Strong understanding of credit, treasury, and yield products including margin lending, credit facilities, cash sweeps, funding costs, and liquidity management
  • Comfort reasoning about APIs and integration patterns and working closely with Product and Engineering teams
  • Strong personal interest in crypto and DeFi and active engagement with crypto products
  • Excellent communication skills with comfort engaging senior leadership and C suite stakeholders
  • Strong written communication skills for decks, memos, and commercial discussions
  • High autonomy operator with a strong ownership and execution mindset
Job Responsibility
Job Responsibility
  • Lead institutional business development for Democratized Prime with a non DeFi focus
  • Own a target account list and pipeline across consumer and wealth fintechs, brokerages, RIAs, corporate treasuries, and centralized crypto native businesses
  • Run the full partnership lifecycle including sourcing, discovery, solution design, commercial negotiation, launch, and expansion
  • Design and position cash, yield, and credit products powered by Democratized Prime, including sweep and overnight style cash products, embedded yield features, and credit solutions for trading funds and corporate users
  • Develop a deep understanding of how institutions approach treasury management, funding, liquidity, and yield
  • Translate client feedback into clear product requirements and feature requests that enable deal closure and scalable adoption
  • Partner closely with Product to define integration scope, APIs, operational flows, and risk considerations without being a hands on engineer
  • Ensure delivered solutions are commercially compelling and operationally implementable
  • Represent Democratized Prime at conferences, client offsites, and industry events across fintech, institutional crypto, and capital markets
  • Work closely with the Head of Democratized Prime on execution and deal making
What we offer
What we offer
  • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
  • Company HSA, FSA, Dependent Care, 401k, and commuter benefits
  • Employer-funded life and disability insurance coverage
  • 11 Observed Holidays & PTO plan
  • Up to 12 weeks paid family leave
  • Continuing education reimbursement
  • 25% annual bonus target, paid quarterly
  • Company equity in the form of RSUs
  • Fulltime
Read More
Arrow Right

Vp - us fundraiser

Arrow Global is seeking a Client Coverage Professional to support and expand the...
Location
Location
United States , New York
Salary
Salary:
Not provided
arrowglobal.net Logo
Arrow Global Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3 to 7 years’ experience in institutional sales, capital raising, or business development, ideally within private markets or alternative investments
  • Good understanding of the US institutional investor ecosystem, including pension funds, insurance companies, endowments, foundations, and wealth management platforms
  • Excellent verbal and written communication skills
  • High degree of professionalism, judgment, integrity, and client-service orientation
  • Ability to manage multiple priorities and collaborate effectively with cross-functional teams
  • Analytical, detail-oriented with experience working collaboratively in a fast-paced, dynamic environment
  • A bias for action, ability to work under pressure, effectively multi-task and adhere to many concurrent deadlines
Job Responsibility
Job Responsibility
  • Identify and research prospective U.S.-based investors, including institutional investors, family offices, RIAs, and other professional capital allocators
  • Draw on market research, investor databases, and internal resources to source and qualify new business opportunities
  • Identify and attend key conferences to build Arrow’s Brand
  • Support Senior Relationship Managers in setting investor coverage strategies, planning roadshows, sharing market intelligence, coordinating touchpoints, and ensuring a unified approach to institutional engagement across key accounts
  • Together with the Global Head of Consultant Relations, proactively develop and maintain relationships with existing and prospective consultants globally, with a goal to raise capital directly and indirectly across Arrow’s product offerings
  • Build and maintain a structured pipeline of investor relationships
  • Support ongoing communication with existing investors by responding to investor requests and delivering regular updates and ongoing communication post-investment
  • Assist with presentations and meeting preparation
  • Partner with Client & Product Solutions team in leading: (i) servicing efforts linked to consultants and underlying clients (ii) presentation and meeting prep and (iii) ongoing communications post-investment
  • Track investor & consultant interactions, follow-ups, distribution lists and relationship history in CRM systems
  • Fulltime
Read More
Arrow Right
New

Workplace Manager

We're hiring an Workplace Manager to lead operations and partner on events at ou...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
lovable.dev Logo
Lovable
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-3 years of experience in office management, hospitality, or operations, ideally in a fast-paced or high-growth environment
  • Experience with real estate coordination is a plus
  • Event management experience is a must
  • Genuine warmth and professionalism
  • Proactive service mindset
  • Exceptional discretion and judgment
  • Startup-ready
  • Flexible and reliable
Job Responsibility
Job Responsibility
  • Own the office experience end-to-end
  • Drive office culture and community
  • Manage facilities and scalable operations
  • Events and brand support
  • Own budget and vendor management
  • Support workplace planning and expansion
  • Enable team productivity
  • Build cross-functional relationships
  • Scale with the company
  • Fulltime
Read More
Arrow Right
New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Glassboro
Salary
Salary:
17.92 - 27.92 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 04, 2026
Flip Icon
Requirements
Requirements
  • Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy, which includes but is not limited to, age, education, and licensure/certification
  • If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
  • If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program
  • State-level licensure and national certification requirements vary by state, click here to learn more.
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
  • actively seeking opportunities to expand clinical and technical knowledge needed to better assist patients
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
  • voluntarily traveling to stores in the market to work shifts as needed by the business
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • and other programs
  • Parttime
Read More
Arrow Right
New

Marketing & Fundraising Officer

Are you a creative storyteller, confident communicator, and relationship‑builder...
Location
Location
United Kingdom , Norwich
Salary
Salary:
16263.00 GBP / Year ▼
ymcanorfolk.org Logo
YMCA Norfolk
Expiration Date
May 29, 2026
Flip Icon
Requirements
Requirements
  • At least 2 years’ experience in marketing, fundraising, or the third sector
  • Proven experience managing social media and content scheduling
  • Excellent written and verbal communication skills
  • Strong organisational and project management skills
  • Confident using tools such as Canva, Adobe, and Microsoft Office
  • Ability to build positive relationships with a wide range of stakeholders
Job Responsibility
Job Responsibility
  • Build and nurture relationships with local businesses, schools, faith groups, and community partners
  • Support fundraising campaigns, events, and sponsorship opportunities
  • Research and submit funding bids (up to £10,000)
  • Track performance, maintain records, and report on fundraising activity
  • Support supporters, staff, and young people to get involved in fundraising activities
  • Create engaging content across social media (Instagram, Facebook, LinkedIn)
  • Manage and update multiple websites to ensure fresh, relevant content
  • Design eye-catching campaigns, adverts, and promotional materials (including video)
  • Write compelling stories, press releases, and case studies
  • Lead internal communications, including newsletters
What we offer
What we offer
  • Health Care Plan
  • 34 days (pro rata) per annum inclusive of Bank and Public Holidays
  • An additional day of annual leave (pro rata) awarded after 5 and 10 years of continuous Long Service
  • Access to contributory stakeholder pension scheme after 3 months
  • Health and wellbeing events and activities
  • Family friendly policies
  • In service training opportunities and bursaries investing in your development
  • Annual staff day and staff awards to celebrate our successes
  • Death in service benefit of 2 x annual salary
  • Regular line management and support
  • Parttime
Read More
Arrow Right
New

District Support Pharmacist Part Time

We're building a world of health around every individual — shaping a more connec...
Location
Location
United States , Cambridge
Salary
Salary:
60.00 - 76.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
July 13, 2026
Flip Icon
Requirements
Requirements
  • Active Pharmacist License in the state where the Store is located
  • Active National Provider Identifier (NPI)
  • Not on the DEA Excluded Parties list
  • Ability to travel within a reasonable radius to support market staffing as business needs require
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
Job Responsibility
Job Responsibility
  • Living our purpose by helping to manage and improve patient health through safe and appropriate dispensing, counseling, and immunizing practices
  • Traveling the district to fill pharmacist shifts as scheduled by the District Performance Coordinator (DPC)
  • overseeing the pharmacy and serving as the Pharmacy Manager's proxy during bench shifts without overlap
  • Supporting safe and accurate prescription fulfillment by following—and directing the pharmacy team to follow—pharmacy workflow procedures and utilizing the safety guardrails at every workstation
  • Assumes Pharmacy Manager's day-to-day duties when serving as the only or the primary pharmacist-on-duty
  • Contributing to positive patient experiences by showing empathy and genuine care and coaching the pharmacy team to do the same: demonstrating compassionate care, collaborating with the patient's total healthcare team, and proactively resolving insurance and/or medication issues
  • Proactively offering and delivering immunizations to keep patients healthy
  • engaging and supporting Pharmacy Technicians to learn to immunize
  • Supporting the effective management of pharmacy inventory in all pharmacies worked by following—and guiding the pharmacy team to follow—all inventory best practices, with a special focus on protecting cold chain products for our patients and our business
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • other programs
  • CVS Health bonus
  • commission or short-term incentive program
  • Parttime
Read More
Arrow Right