About this role:

Wells Fargo is seeking a Senior Brokerage Relationship Manager to join the IAG team. In this role, you will enhance client relationships, coordinate resources for advisors, and contribute to overall satisfaction, growth, and client retention goals. Responsibilities include building strong relationships with FiNet, First Clearing and RIA ensuring high levels of service satisfactions through daily interactions with operations and service departments and implementing programs to enhance the FA transition experience.

In this role, you will:

• Manage client relationships and participate in initiatives regarding servicing, support and growth

• Identify opportunities for process improvements

• Maintain and analyze business, operational, or technical assignments that involve research, evaluation, and service

• Exercise independent judgment to ensure the highest level of client satisfaction

• Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions

• Provide recommendations to determine operational needs and exercise independent judgment to manage relationships

• Communicate trends and recommend solutions

• Manage, support and resolve issues to ensure retention, growth and satisfaction

• Provide analysis and negotiation of contracts or issues

• Manage projects, troubleshoots issues and follow up on operational, technical or client transition issues

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications, US:

• 4 years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Extensive cross-functional brokerage operations experience

• Experience working in Salesforce.

• Understanding of the independent advisor business.

• Extensive experience with Microsoft Office Suite, PowerPoint, Excel, etc.

• Strong Presentation Skills

Posting End Date: 

*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.