Wealth Management Banking

Wells Fargo Bank is seeking a candidate for a Wealth Management Banking role in West Des Moines, IA. The position involves leading teams to strategize and execute initiatives, driving accountability, and collaborating with various departments. Candidates should have over 5 years of experience in business execution or strategic planning, with knowledge of banking processes and wealth management. Strong communication and project management skills are essential.
At Wells Fargo, we put our customers at the center of everything we do. We seek talented individuals who value diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Wealth & Investment Management

We are one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and pursue their financial goals more confidently.
Banking, Lending, & Trust

We unlock access to Wells Fargo Bank products and services for high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
About this Role

In this role, you will:
• Lead cross-functional teams to strategize, plan, and execute various programs, services and initiatives.
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate.
• Review strategic approaches and effectiveness of support function and business performance.
• Perform assessments through fact-finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations.
• Make decisions in highly complex and multifaceted situations requiring a solid understanding of business group's functional area or products, facilitate decision-making and issue resolution, and support implementation of developed solutions and plans.
• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives.
• Influence, guide and lead less experienced Strategy and Execution staff within the group.

This individual will focus on all things banking spanning The Private Bank (High Net Worth/Ultra High Net Worth), Banking Direct (Affluent), engaging with key partners in Consumer, Small & Business Banking (CSBB), Wealth and Investment Management (WIM) Operations, Client Relationship Group (CRG), Core Banking Product (CBP) team, etc.
Required Qualifications
• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications
• Knowledge and understanding of banking: processes, compliance, products, and services.
• Wealth management experience.
• Knowledge and understanding of project management and implementation.
• Advanced Microsoft Excel skills.
• Advanced Microsoft PowerPoint skills.
• Ability to create and improve process through strategic thinking.
• Ability to influence and build relationships with LOB stakeholders and partners.
• Experience conducting project meetings, presentations and status reporting.
• Excellent verbal, written, and interpersonal communication skills.
• Solid understanding of the client experience relevant to specific business initiatives.
• Strong knowledge base within Wells Fargo Wealth Management supporting banking clients within the High Net Worth and Ultra High Net Worth segments.
Job Expectations
• Specific compliance policies may apply regarding outside activities and/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.

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.