Market Leader Wells Fargo Asset Management - Chicago
Company: Wells Fargo
Posted on: May 6, 2021
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.
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respond to an invitation. The invitation can be sent by both email
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your profile must include a mobile phone number designated as
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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
- Helping clients build, manage, preserve, and transition their
financial resources and wealth WIM serves clients through the
- Wells Fargo Private Bank serves high-net-worth individuals and
- Abbot Downing serves ultra-high-net-worth individuals and
- 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
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.
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
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
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
- Excelling in leaning in on specific asset classes, earning the
right to compete for a spot, and delivering exceptionally on
- 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
- Serving as an ambassador of the firm with B/D Regional Vice
Presidents in carrying the brand and deepening advisor
- 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
- 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
- FINRA registration including Series 7 and 63 (or FINRA
- A Certified Financial Advisor (CFA), Certified Financial
Planner (CFP) or Certified Investment Management Analysts (CIMA)
- 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.
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Keywords: Wells Fargo, Chicago , Market Leader Wells Fargo Asset Management - Chicago, Executive , Chicago, Illinois
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