Ultra/High Net Worth & Institutional Consulting Associate (Business Growth Strategy Associate)

Company: Wells Fargo
Location: Salt Lake City
Posted on: August 8, 2022

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role:Wells Fargo is seeking a Ultra/High Net Worth & Institutional Consulting Associate/Business Growth Strategy Associate within the Wealth and Investment Management Line of Business.Learn more about the career areas and lines of business at .In this role, you will:

• Participate in planning and execution of tactical activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
• Ensure adherence to compliance regulations and policies
• Perform research within Business Growth Strategy functional area, identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
• Receive direction from Business Growth Strategy supervisor and exercise independent judgment while developing strategies to enhance growth opportunities in a designated market
• Participate in defining and tracking metrics
• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders, including internal or external customers to grow market share and meet customer needsThe Utra/High Net Worth & Institutional Consulting Associate will:- Use guidance from the Wells Fargo Investment Institute to deliver custom investment recommendations based on unique circumstances and goals of the client, including investment selection, allocation, and tax impact- Deliver sophisticated portfolio analytics, reporting and investment presentations- Consult on transition and investment implementation planning- Assist in client meetings to discuss investment recommendations and guidanceRequired Qualifications, US:
  • 6+ months of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
    • Undergraduate degree or higher
    • Basic Microsoft Office skills
    • Excellent verbal, written, and interpersonal communication skills
    • Knowledge and understanding of investment products and services Job Location:1. PRIMARY LOCATION: MISSOURI - 1 N Jefferson Ave, St Louis, MO 632. SECONDARY LOCATIONS: NORTH CAROLINA - 401 S Tryon St Charlotte 28202MINNESOTA - 90 S 7th St, Minneapolis, MN 55402UTAH - 299 S Main St, Salt Lake City, UT 84111TEXAS -1445 Ross AVE, Dallas, TX 75202ARIZONA - 8601 N Scottsdale Rd Ste 100, Scottsdale, AZ 85253IOWA - 801 Walnut St., Des Moines, IA, 50309The Utra/High Net Worth & Institutional Consulting Associate will:- Use guidance from the Wells Fargo Investment Institute to deliver custom investment recommendations based on unique circumstances and goals of the client, including investment selection, allocation, and tax impact- Deliver sophisticated portfolio analytics, reporting and investment presentations- Consult on transition and investment implementation planning- Assist in client meetings to discuss investment recommendations and guidanceWe 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, or status as a protected veteran. 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.

Keywords: Wells Fargo, Salt Lake City , Ultra/High Net Worth & Institutional Consulting Associate (Business Growth Strategy Associate), Professions , Salt Lake City, Utah