Intermediary Account Manager 3 (Relationship Manager) Wells Fargo Asset Management

Job Description

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You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

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Wealth and Investment Management (WIM) is one of the company’s four 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.

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Wells Fargo Asset Management (WFAM) strives to help investors achieve their financial goals through investment solutions managed by specialized investment teams and backed by collaborative service. WFAM’s investment approach centers on autonomous investment teams that maintain their own independent research, idea-generation, and decision-making processes. Its independent investment risk management approach provides a consistent, unbiased framework for analyzing and balancing risk in portfolios. WFAM offers the expertise of over 29 investment teams—each focused on specialized, niche portfolio management strategies—that attempt to meet the diverse needs of our investors.

The Relationship Manager is responsible for designing and implementing a comprehensive strategy for alignment, availability, promotion and sales through assigned firms and channel(s). In addition, this person would identify and partner with internal and external centers of influence to explore new sales opportunities. The successful individual will be responsible for broadening and deepening relationships at each assigned firm.

The individual will be an aggressive, results-oriented sales professional with the capacity to represent the firm at all levels within each organization. Primary responsibilities will include:

  • Demonstration of an in-depth knowledge of industry dynamics.
  • Attain thorough understanding of a client’s strategy, industry position and success drivers to support strategic recommendations.
  • Understand client needs, both short and long term,
  • Establish and maintain high-performing relationships.
  • Set strategic priorities aligned with partner opportunities, identify the most impactful potential sales initiatives and drive execution of those initiatives.
  • Be proactive in client communications and ensure an optimal level of client interaction by establishing a formal service plan for each top-tier client.
  • Quarterback the internal resources needed to execute on initiatives.
  • Interpret sales reports and other information to identify and articulate trends and support allocation of resources to take advantage of client opportunities.
  • Negotiate contracts and financial commitments associated with supporting partner marketing and sales initiatives.
Required Qualifications

  • 8+ years of asset management experience, sales experience, or a combination of both

Desired Qualifications

  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Good analytical skills including; synthesizing, organizing and evaluating data in support of core business analytics/special requests
  • Extensive technical skills and understanding of data architecture
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Experience applying a sense of urgency and bringing issues to closure in a timely manner with attention to detail despite obstacles and opposition
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work in a fast-paced deadline driven environment
  • Chartered Institute of Management Accountants (CIMA) Member
  • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)

Other Desired Qualifications
  • Comprehensive knowledge of broker/dealer channel, TAMPS and COI’s including both asset and practice management.
  • Minimum of 10 years of sales and/or marketing experience within National Accounts with focus on home office relationship management.
  • Preference given to candidates with prior relationships with National Broker/Dealers
  • Successful candidates will have the confidence to develop relationships at many levels within organizations including identifying and facilitating appropriate interactions with Senior Leaders.
Job Expectations

  • Registration for FINRA Series 7 and 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • Ability to travel up to 75% of the time


    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.

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