Wealth and Investment Management Finance Leader - Independent Advisor Group

About this role:

Wells Fargo is seeking a Finance Leader for the Independent Advisor Group - Client Relationship Group (CRG) in Wealth and Investment Management as part of Wells Fargo Advisors.

The Finance Leader for the Independent Advisor Group will be responsible for all aspects of financial management in the Independent Advisor business lines - including driving annual budgeting and tracking, headcount and expense management, developing and monitoring key performance indicators to support business strategy and objectives, and coordinating process for regular business unit reviews. Leader will support investment decisions through development of business case

In this role, you will:

• Manage and develop team in support of financial advisory services for Independent Advisor Group on matters related to business performance, operating and strategic reviews
  
• Engage and influence financial analysis that may have critical impact on the long term business performance
  
• Direct a team to ensure effective consultation, recommendations and reporting on all various financial viability assessments
  
• Identify and recommend opportunities for process improvement and risk control development
  
• Determine appropriate strategy for efficient and effective process in support of providing key finance services such as management reporting and key metrics forecasting
  
• Maintain functional ownership of various aspects of financial consulting services including technical advisory, delivery infrastructure, communication and engagement strategy and other key strategic aspects
  
• Develop policies and procedures for supported area of work within the function
  
• 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:

• 6 years of Finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  
• 3 years of Management experience
  

Desired Qualifications:

• Experience presenting to senior leaders
  
• Ability to stay organized and deliver results in a fast-paced environment
  
• Brokerage or Finance Manager experience
  
• Experience driving financial results
  
• Good attention to detail and accuracy skills
  
• Excellent verbal, written, and interpersonal communication skills.
  
• Ability to think strategically, implement, and deliver business objectives
  
• Outstanding problem solving and decision-making skills
  
• Expert knowledge and understanding of business planning and analysis
  
• Experience developing and cultivating professional relationships
  
• Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members
  

Job Expectations:

• This role is not eligible for Visa Sponsorship
  
• This position offers a hybrid work schedule
  

Posting End Date:

13 Jun 2024
*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.