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Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.
Wealth and Investment Management (WIM) is one of the company’s three main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Retirement: Wells Fargo Retirement is a top retirement provider to institutional customers across the U.S. Wells Fargo ranks second in annuity distribution, sixth in IRA assets and eighth in retirement recordkeeping. The company also administers custody assets, provides investments and executive benefits to institutional clients.
The Transition Manager works independently to successfully drive the completion of project tasks related to various daily, retirement plans that come through new business including, takeovers, internal and external mergers, spin outs, plan to plan transfers and total retirement management for high profile, sensitive and complex Wells Fargo Institutional Retirement and Trust (IR&T) Qualified and Non-Qualified DC recordkeeping clients, typically that are $100 million to $1 billion in assets. The Transition Manager is responsible for the timely transfer of plan retirement assets and participant data to Wells Fargo's in-house recordkeeping and trust systems and ensures a quality conversion experience for both our external and internal customers. The Transition Manager is also responsible for reviewing the plan document and consulting the plan sponsor towards best practices and new product offerings as it supports the plan provisions and product offerings. The Transition Manager is responsible for reviewing fund mapping strategies for accuracy and establishing fund links for trading and submitting the initial trade purchases/or in-kind re-registration and the reconciliation of these assets.
In addition, they will lead update calls and deliver call notes to ensure the project deliverables are completed timely and the client expectations are set appropriately. The Transition Manager must drive and communicate project status, issues, including meeting key deliverables and targets, timeline updates, tracking and reporting to external and internal parties and participation in event management meetings. The position requires strong client facing and project management skills as well as a solid understanding of the division's products and services. The Transition Manager is expected to mentor less experienced staff, participate in sales presentations and meet the cyclical needs to the business unit. There is a high level of interaction with other units within IR&T.
Duties and Responsibilities:
Other Desired Qualifications
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.