FiNet Western Divisional Business Manager at Wells Fargo
San Francisco, CA
About the Job
About this role:The FiNet Western Divisional Business Manager will join the Engagement and Growth team in the Western Division, focusing on enhancing client relationships and coordinating resources for FiNet practice owners, financial advisors, and client associates
This individual will support the overall objectives of client satisfaction, growth, and advisor/practice retention
In addition to building and supporting strong relationships with our FiNet practices, the candidate will collaborate with partners across the enterprise and other lines of business to provide workable solutions to enhance their daily operation and end-client experience by focusing on helping practices become more effective and efficient through coaching and consultation
In this role, you will:Manage key client relationships and lead initiatives focused on service delivery, practice engagement and growth Collaborate and consult with partners within the enterprise to develop solutions that address and resolve complex issues Strategize business needs of FiNet practices and provide solutions to accomplish objectivesDeliver clear and effective communication and possess a comprehensive understanding of the independent brokerage modelAdvocate for the needs of FiNet practicesCollaborate and guide FiNet Business Support Managers, who serve as the primary contacts for addressing operational and service escalationsHelp FiNet practices become more efficient through coaching, consultation and the adoption of new technology and service enhancementsIdentify opportunities for operational improvements by analyzing usage data and implementing greater efficiencies Provide resources and tools to FiNet practice owners, financial advisors and client associates to effectively run their businessRequired Qualifications:5+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Demonstrated experience with financial services operationsSuperior conflict resolution skills.Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations.Experience in managing relationships at an executive level, preferably in a financial services environment.Job Expectations:Ability to travel up to 20%Must live within Western Division footprint (AK, WA, OR, CA, NV, AZ, or HI) -- this is a remote positionPay RangeReflected is the base pay range offered for this position
Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location
The range listed is just one component of the compensation package offered to candidates.$106,300.00 - $206,100.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:24 Oct 2024*Job posting may come down early due to volume of applicants.We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a
Third-Party recordings are prohibited unless authorized by Wells Fargo.b
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: NEWPORT BEACH, CA; SEATTLE, WA; SAN FRANCISCO, CA; SCOTTSDALE, AZ; LOS ANGELES, CAType: Full time
This individual will support the overall objectives of client satisfaction, growth, and advisor/practice retention
In addition to building and supporting strong relationships with our FiNet practices, the candidate will collaborate with partners across the enterprise and other lines of business to provide workable solutions to enhance their daily operation and end-client experience by focusing on helping practices become more effective and efficient through coaching and consultation
In this role, you will:Manage key client relationships and lead initiatives focused on service delivery, practice engagement and growth Collaborate and consult with partners within the enterprise to develop solutions that address and resolve complex issues Strategize business needs of FiNet practices and provide solutions to accomplish objectivesDeliver clear and effective communication and possess a comprehensive understanding of the independent brokerage modelAdvocate for the needs of FiNet practicesCollaborate and guide FiNet Business Support Managers, who serve as the primary contacts for addressing operational and service escalationsHelp FiNet practices become more efficient through coaching, consultation and the adoption of new technology and service enhancementsIdentify opportunities for operational improvements by analyzing usage data and implementing greater efficiencies Provide resources and tools to FiNet practice owners, financial advisors and client associates to effectively run their businessRequired Qualifications:5+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Demonstrated experience with financial services operationsSuperior conflict resolution skills.Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations.Experience in managing relationships at an executive level, preferably in a financial services environment.Job Expectations:Ability to travel up to 20%Must live within Western Division footprint (AK, WA, OR, CA, NV, AZ, or HI) -- this is a remote positionPay RangeReflected is the base pay range offered for this position
Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location
The range listed is just one component of the compensation package offered to candidates.$106,300.00 - $206,100.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:24 Oct 2024*Job posting may come down early due to volume of applicants.We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a
Third-Party recordings are prohibited unless authorized by Wells Fargo.b
Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: NEWPORT BEACH, CA; SEATTLE, WA; SAN FRANCISCO, CA; SCOTTSDALE, AZ; LOS ANGELES, CAType: Full time
