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
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