Finet Sr. Relationship Manager -northeast Division

Wells Fargo

Northeast Division, US
Base: $159,000.00 - $305,000.00; bonus/equity: inc...
**
Proactive engagement and retention
Deliver finet advisor engagement model
Drive fa satisfaction and growth
** Wells Fargo Advisors Financial Network is seeking a Senior Relationship Manager for the Northeast Division, responsible for engaging and managing relationships with Independent Financial Advisors (FAs) to drive satisfaction and growth. The role requires extensive travel within the territory and collaboration with internal partners to support strategic initiatives. **

Job Summary

  • The Sr. Relationship Manager will be responsible for proactive engagement, retention, growth and satisfaction of FiNet’s Independent Financial Advisors in their assigned territory within the Division.
  • Deliver the FiNet Advisor Engagement model through FA and Business Owner engagement, regular travel to visit with FAs and practices, divisional growth meetings, and regular proactive communication with assigned FAs/practices to drive FA satisfaction and growth.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits including health benefits, 401(k) Plan, Paid time off, and more.

Matching Summary

Match Score: 75

** Wells Fargo Advisors Financial Network is seeking a Senior Relationship Manager for the Northeast Division, responsible for engaging and managing relationships with Independent Financial Advisors (FAs) to drive satisfaction and growth. The role requires extensive travel within the territory and collaboration with internal partners to support strategic initiatives. **

Salary

Base: $159,000.00 - $305,000.00; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Must-have

  • Proactive engagement and retention
  • Deliver FiNet Advisor Engagement model
  • Drive FA satisfaction and growth
  • Partner with internal stakeholders
  • Travel up to 50% of the time

Nice-to-have

  • Superior conflict resolution skills
  • Strong organizational skills
  • Build trust and manage expectations
  • Manage executive-level relationships

Key Requirements

  • 7+ years of Business Growth Strategy experience
  • Series 7 and 66 preferred or ability to obtain
  • FINRA Background Screening Requirements

Work Rights

Not specified

Tailored Resume

Cover Letter