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Market Leader Wells Fargo Asset Management - Chicago

Company: Wells Fargo
Location: Chicago
Posted on: May 6, 2021

Job Description:

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.
      At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients' goals.
      We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty.
      With more than $603 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe-be it institutions or intermediaries whose focus on the client is akin to our own.
      Wells Fargo recently announced the sale of Wells Fargo Asset Management to GTCR LLC and Reverence Capital Partners, L.P.. The sale is expected to close in the second half of 2021. We are continuing to recruit for open positions supporting Asset Management, but want to ensure you are aware that when the sale closes this position will be transferred to the new company. If you begin working at Wells Fargo, you should expect to transfer with the sale to the new company, with similar employment terms and conditions following your Wells Fargo start date.
      Position Overview
      Wells Fargo Asset Management is seeking a Market Leader in Chicago reporting to Scott Engroff, Divisional Sales Manager. Market Leaders cover strategically important and large market geographic areas in the integrated distribution channel and are responsible for driving sales of Wells Fargo's mutual funds, separately managed accounts, money funds and DCIO business at all broker dealers and RIAs.
      Market Leaders are expected to demonstrate leadership through several avenues: leading your territory, leading our team, leading your customers, leading throughout the community, and leading your peers. Market Leaders establish themselves as a trusted resource for their clientele for market insight, asset management solutions and practice management solutions. On a consistent basis, Market Leaders share best practices and lead by example, mentor, and embrace opportunities to share experience, wisdom, and insight throughout the WFAM organization.
      Market Leader sales achievement success will be driven by several factors such as: Client service model, segmentation strategy, effectiveness at point of sale, consistency, and focusing on the right products, advisors, and firms. Leaders take a consultative approach at every meeting and are expected to consistently have top tier activity exceeding their weekly, monthly, and annual activity target metrics. Market Leaders are expected to have a diverse mix of business that represents asset allocation, fixed income, and equities. They are also expected to provide 'best in class" resources to their clients.
      Market Leaders are responsible for identifying and cultivating relationships with key centers of influence and top financial advisors to provide portfolio consultation and product solutions for internal and external investment distribution channels. Finally, Market Leaders consistently ask for business and close sales opportunities.
      Top Priorities and Responsibilities
      The Market Leader's priority will be to drive sales of Wells Fargo's mutual funds, separately managed accounts, money funds and DCIO business at all broker dealers and RIAs in strategically important and large market geographic areas in the integrated distribution channel. Specific responsibilities include, but are not limited to:
      • Collaborating with sales management to provide feedback and insights on trends in the industry and market demands on our Financial Advisor clients.
      • Achieving top tier market share at the territory level, at Wells Fargo's focus firms, and in their focus products.
      • Providing updates on what the Financial Advisors own and discussing best investment strategies and business management ideas.
      • Excelling in leaning in on specific asset classes, earning the right to compete for a spot, and delivering exceptionally on proposals.
      • Leveraging 3rd party speakers, portfolio managers and product specialists throughout the year.
      • Identifying and partnering with key local Centers of Influence, as well as key broker/ dealer personnel to expand the breadth and depth of existing relationships and increase client access to maximize sales opportunities.
      • Strategizing ways to penetrate new markets and deepen existing relationships to maximize competitiveness of products.
      • Partnering with home office platform investment strategy consultants and key accounts relationship managers to ensure execution on strategies with key internal and external distribution channels.
      • Serving as an ambassador of the firm with B/D Regional Vice Presidents in carrying the brand and deepening advisor relationships.
      • Achieving excellence by demonstrating high performance standards and pursuing business unit goals in the most ethical and efficient manner.Required Qualifications
        • 10+ years of sales experienceDesired Qualifications
          • Experience exceeding established performance goals
          • Excellent relationship building skills
          • Excellent verbal, written, and interpersonal communication skills
          • Strong presentation skills
          • Ability to work effectively in a team environment where strong independent thinking skills are important
          • Experienced relationships and sales success with top Financial Advisory Firms
          • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)
          • A Certified Financial Advisor (CFA), Certified Financial Planner (CFP) or Certified Investment Management Analysts (CIMA) designationJob Expectations
            • Registration for FINRA Series 7 and 63 (or 66) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
            • Ability to travel 80% of the time
            • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.Street Address
              IL-Field Rep 001: Field Rep 001 in IL - Field Rep 001, IL


              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.

              ..... click apply for full job details

Keywords: Wells Fargo, Chicago , Market Leader Wells Fargo Asset Management - Chicago, Executive , Chicago, Illinois

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