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Executive Director of Retirement Planning and Financial Goals

2 months ago

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

Wells Fargo is seeking an Executive Director of Retirement Planning and Financial Goals with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management. Using this knowledge, the Specialist will support advisors and relationship managers in helping customers and clients navigate money decisions throughout life. Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:
  • Bring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial wellbeing, and improve the effectiveness of business strategies.
  • Influence or design research to advance the firm's thought leadership in Advice and Planning.
  • Establish an enterprise point of view on how consumer behavior impacts decisions related to complex retirement topics, including accumulating and decumulating assets effectively, creating sustainable income streams, approaching Social Security decisions, navigating disability and long-term care decisions, managing health care costs, etc.
  • Analyze data, identify patterns, and draw insights to inform the development of innovative advice tools and resources. Serve as 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, the Office of Consumer Protection, Public Relations, employees, regulators, financial influencers, and communities.
  • Collaborate on business initiatives with teams across the enterprise, including Consumer and Small Business banking, Consumer Lending, Wealth & Investment Management, Commercial, and Wells Fargo employees.
Required Qualifications:
  • 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Demonstrated expertise in financial markets, ERISA, Department of Labor and Best Interests rules, retirement planning, income strategies, Social Security, Medicare, insurance and other risk management strategies, and financial planning concepts.
  • Strong skills in quantitative research methods and statistical analysis, and 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 nontechnical stakeholders.
  • Demonstrated ability to implement innovative and significant business strategies working in partnership with cross-functional teams
  • MA or PhD in finance, economics, or related field.
  • CRPC (Chartered Retirement Planning Counsellor), ChFEBC (Chartered Federal Employee Benefits Consultant), CFP, JD, CRC, ChFC, or related industry credentials.
Job Expectations:
  • This position is not eligible for Visa sponsorship.
  • This is a hybrid role
Work Locations:
  • 2801 Market Street - St. Louis, MO
  • 550 South Tryon Street - Charlotte, NC
  • 28601 N Scottsdale Rd - Scottsdale, AZ
  • 800 S Jordan Creek Pkwy - West Des Moines, IA
  • 5201 West Amelia Earhart Drive - Salt Lake City, UT
  • 550 South 4th Street - Minneapolis, MN
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Posting End Date:
29 Sep 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.