Executive Director of Retirement Planning and Financial Strategies
1 week ago
Wells Fargo is seeking a highly experienced professional to lead our retirement planning efforts and drive business growth through innovative strategies and solutions. As a key member of our team, you will be responsible for developing and implementing retirement planning initiatives that enhance organizational knowledge, promote financial well-being, and improve business effectiveness.
Key Responsibilities:- Develop and maintain expertise in the latest retirement planning products, research, trends, and developments to inform business strategies and drive growth.
- Design and lead research initiatives to advance Wells Fargo's thought leadership in retirement planning and wealth management.
- Establish a comprehensive understanding of consumer behavior and its impact on retirement planning decisions, including accumulating and decumulating assets, creating sustainable income streams, and navigating complex financial decisions.
- Analyze data and draw insights to inform the development of innovative advice tools and resources, serving as a subject matter expert in the accuracy and relevance of advice content.
- Prepare presentations to communicate behavioral and business insights to internal and external stakeholders, including Wells Fargo lines of business, clients, advisors, and relationship managers.
- Collaborate with cross-functional teams across the enterprise to drive business initiatives and achieve strategic objectives.
- 7+ years of experience in business growth strategy, or equivalent demonstrated through work experience, training, military experience, or education.
- Demonstrated expertise in financial markets, ERISA, Department of Labor, and Best Interests rules, as well as retirement planning, income strategies, Social Security, Medicare, insurance, and risk management.
- Strong skills in quantitative research methods and statistical analysis, with the ability to translate complex data into actionable business growth strategies.
- Excellent written and verbal communication skills to present research and insights to technical and non-technical stakeholders.
- Demonstrated ability to implement innovative and significant business strategies working in partnership with cross-functional teams.
- Advanced degree in finance, economics, or a related field, or relevant industry certifications such as CRPC, ChFEBC, CFP, JD, CRC, or ChFC.
This is a hybrid role that requires collaboration with teams across the enterprise. The ideal candidate will be able to work effectively in a fast-paced environment and adapt to changing business needs.
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