About this role:
Wells Fargo is seeking a senior level Personal and Business Risk Consultant with experience in advising customers to ensure they are adequately prepared for disruptive events. For example, advice on topics ranging from lifelong financial security, aging, health emergencies, and income loss to asset protection, fraud/scams, and unforeseen financial burdens. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:

• Support relationship managers and customers by providing advice on communication, learning, and decision making in the context of personal and business risk.
• Bring experience in the latest research, legislation, products, trends, and developments in personal and business risk to enhance organizational knowledge and improve the effectiveness of business strategies.
• Participate in designing research to advance the firm's thought leadership in Advice and Planning.
• Establish an enterprise point of view on how consumer behavior impacts decisions related to potential risks such as financial security, aging, health emergencies, income loss, asset protection, fraud/scams, and unforeseen financial burdens.
• Analyze data, identify themes, and draw insights to inform the development of innovative advice tools and resources. Serve as subject matter expert in the accuracy and relevance of advice content.
• Prepare presentations to communicate personal and business risk insights to internal and external stakeholders including Wells Fargo lines of business, customers, relationship managers, the Office of Consumer Protection, Public Relations, employees, regulators, financial influencers, and communities.
• Collaborate on business initiatives with teams across the enterprise, including Consumer and Small Business banking, Consumer Lending, Wealth & Investment Management, Commercial, Corporate and Investment Bank, and Wells Fargo employees.

Required Qualifications:

• 7 years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• 7 years of demonstrated expertise in financial markets, personal and business risk, risk identification and assessment, insurance strategies, and emergency management
• Quantitative research methods and statistical analysis skills with proven ability to translate complex data into actionable business growth strategies
• Successful implementation of innovative and large-scale business strategies working in partnership with cross-functional teams
• Excellent written and verbal communication skills to present research and insights to technical and nontechnical stakeholders
• Chartered Property Casualty Underwriter (CPCU) designation, Associate in Risk Management (ARM) designation, Certified Financial Planner (CFP) certification, Customer Relationship Management (CRM) certification, or related industry credentials
• JD or MA / PhD in risk management, finance, economics, or related field

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule

Work Locations:

• 550 S Tryon Street - Charlotte, NC 28202
• 2801 S Market Street - St Louis, MO 63103
• 550 South 4th Street - Minneapolis, MN 55415
• 299 S. Main Street - Salt Lake City, UT 84111
• 2800 S. Price Road - Chandler, AZ 85286

Posting End Date:
31 Mar 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.