FiNet Sr. Relationship Manager -Northeast Division

About This Role

Wells Fargo Advisors Financial Network (FiNet) is seeking a FiNet Sr. Relationship Manager for the Northeast Division (NJ, PA, DE, MD, VA, WV, OH). The Sr. Relationship Manager will report to the FiNet Divisional Leader within the FiNet Advisor Engagement and Growth team. He/she will be responsible for proactive engagement, retention, growth and satisfaction of FiNet's Independent Financial Advisors in their assigned territory within the Division.

The Sr. Relationship Manager will 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. The Sr. Relationship Manager will partner with various internal partners including National Sales, CRG Recruiting, Supervision, Marketing and FiNet leadership. The Sr. Relationship Manager must live in the assigned Market/Division where he/she works.

In This Role, You Will

• Collaborate with the FiNet Divisional Leader and be responsible for engagement, retention, growth and satisfaction of FiNet's Independent FAs in your assigned territory within the Division
• Deliver the FiNet Advisor Engagement model through Practice engagement, minimum contact standards, Practice engagement requirements and data driven accountability around Practice/FA satisfaction and growth
• Partner with the FiNet Divisional Leader to support the training, rollout and communication of key strategic initiatives.
• Manage FA satisfaction by proactively partnering with key internal stakeholders to resolve high profile and complex situations.
• Develop an expertise in the Wells Fargo Advisors and FiNet platform, products and services.
• Lead engagement activities for the assigned territory including individual and small group meetings.
• Ability to travel up to 50% of the time
  
  

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:

• Series 7 and 66 preferred or ability to obtain in the first 180 days
• Superior conflict resolution skills.
• Strong organizational skills.
• Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations.
• Experience in managing relationships at an executive level, preferably in a financial service-based business environment.
  
  

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
  
  

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$159,000.00 - $305,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement
  
  

Posting End Date:

9 Apr 2026

• Job posting may come down early due to volume of applicants.
  
  

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  
  

Reference Number

R-530574-1