Senior Manager, Digital High Net Worth Advisory – Wealth & Investment Management
Wells Fargo
Hybrid
High net worth client engagement
Digital advice platforms
Advisor leadership
Lead and develop the Financial Relationship Advisory team, assessing financial portfolios and recommending strategic changes
Job Summary
Lead and develop the Financial Relationship Advisory team, assessing financial portfolios and recommending strategic changes.
Drive growth and retention within the digital wealth channel by connecting clients to a full range of Wells Fargo's investment, planning, banking, and wealth management services.
Develop and guide a culture of talent development to meet business objectives and strategy, ensuring commitments are met and align with strategic objectives.
Matching Summary
Lead and develop the Financial Relationship Advisory team, assessing financial portfolios and recommending strategic changes.
Skills & Requirements
Must-have
High net worth client engagement
Digital advice platforms
Advisor leadership
Client experience strategy
Financial Relationship Advisory
Team business plan development
Nice-to-have
Talent development culture
Data-driven performance management
Cross-functional partnership
Risk mitigation and compliance
Key Requirements
10+ years Financial Relationship Advisory experience
4+ years management or leadership experience
FINRA Series 7 and 66 (or 63 and 65) examinations
FINRA Series 9 and 10 examinations (or equivalent)