Finance Sr. Manager

1 week ago

Charlotte, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Sr. Finance Manager

About this role:

Wells Fargo is seeking a Sr. Finance Manager to lead the Advisor Compensation Finance team for Client Relationship Group in Wealth & Investment Management as part of Wells Fargo Advisors.

In this role, you will:
  • Manage and develop a team focused on financial support for advisor compensation plans and associated expense including tracking key financial metrics, budgeting and forecasting, and providing data for operating and strategic reviews
  • Serve as the finance leader and partner for key executives
  • Develop and maintain financial models that help guide leader decision-making related to advisor compensation plans and advisor recruiting deals
  • Develop strategies and make recommendations for forward financial planning
  • Make decisions on framework to deliver key forecasting projections as well as management of financial reporting associated with advisor compensation
  • Maintain effective and efficient reporting delivery that meets brand standards and internal control standards
  • Lead implementation of complex projects
  • Collaborate with other stakeholders to implement key risk initiatives to ensure compliance and manage risk
  • Lead team to achieve objectives
  • Manage allocation of people and financial resources for Finance
  • Mentor and guide talent development of direct reports and assist in hiring talent
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:
  • Bachelors degree in Finance, Business, Accounting, or Economics
  • Relevant experience in financial analysis, financial modeling, business analytics, and budgeting
  • Experience in financial services industry, preferably in wealth management
  • Ability to think strategically, implement, and deliver business objectives
  • Focus on continuous improvement
  • Ability to work and influence successfully within a matrix environment and build effective partnerships with all levels of team members
Job Expectations:
  • Work hybrid schedule in locations listed
Posting End Date:
22 Nov 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.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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