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About this role:Wells Fargo Wealth and Investment Management ('WIM') is a leading full service, US wealth management business with over $2 trillion in client assets, 3 million clients and 12,500 financial advisors. WIM is one of the five core lines of Business at Wells Fargo and represents 20% of firm-wide revenue.
The Client Relationship Group ('CRG') is the distribution arm of WIM. This includes financial advisors in WIM offices, financial advisors in Wells Fargo bank branches, FiNet – our channel for RIAs, independent financial advisors and clearing broker dealers. As well as our digital offerings – WellsTrade and Intuitive Investor.
The CRG CFO will report to the WIM CFO and be the strategic finance partner on a day to day basis to the head of the WIM Client Relationship Group. The CRG CFO we be part of the WIM Finance and CRG leadership teams.
Finance support for CRG is run as one end to end team to include
Financial reporting
Field management reporting
FA hiring & compensation
Broker dealer finance
Independent advisor group finance
Digital finance and
CRG expense management
In this role, you will:Develop a vision and set direction on all aspects of financial advisory to one or more large, complex line of business within Wells Fargo
Provide strategic consultation to most experienced leaders companywide on financial strategy
Establish line of companywide strategic financial plans and objectives
Provide leadership to develop guidelines for compliance and risk management requirements for supported area and work with others to implement key risk initiatives
Lead a team of managers and more experienced professionals serving as a key point of coordination for day-to-day activities
Plan and execute companywide initiatives to support overall Wells Fargo goals
Collaborate and influence all levels of professionals including more experienced managers
Lead team to achieve objectives
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Finance
Develop and guide a culture of talent development to meet business objectives and strategy
Required Qualifications, US:8+ years of Finance experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of Management experience
Desired QualificationsEmbrace change and leads the organization to adopt change in a manner that mitigates risk and organizational confusion.Proven ability to attract, develop, and retain a highly engaged, high performing, and diverse team.A leader who operates with a collaborative management style, is execution-focused, results oriented and has a demonstrated ability to work in a matrix organization.Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to all audiencesA leader who operates with a collaborative management style, is execution-focused, and results oriented.Excellent oral and written communication skills, with proven ability to coherently present complex financial topics tailored to audiences of varying seniority and functions in order to create understanding and influence decisions.We Value DiversityAt 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, or national origin.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.Company: WELLS FARGO BANKReq Number: R-107893-2Updated: 2022-01-16 02:03:05.585 UTCLocation: St Louis,Missouri
Vacancy expired!