"Alerted.org

About this role:

Wells Fargo is seeking a Business Growth Strategy Consultant that will support the Investment Solutions Center of Excellence (COE) as part of the Investment & Product Consulting (I&PC) team. The I&PC team responds to inquiries from investment professionals related to investment guidance and implementation for advisory programs, packaged products, and individual securities. The team is also responsible for providing training and education on tools and resources for research and portfolio recommendations.

In this role, you will:

+ Work with investment professionals to incorporate guidance and recommendations from the Wells Fargo Investment Institute to help determine appropriate solutions for client portfolios

+ Network and connect with subject matter experts across the Investment Solutions COE to develop the expertise and knowledge required to connect investment themes and recommendations to appropriate products and solutions

+ Support investment implementation by staying apprised of technology changes, product updates, new resources, and how investment professionals might implement these solutions for their clients

+ Be the primary source of contact for investment professionals regarding research-directed portfolio management solutions, offering program education, marketing resources, and insight into program features and functionality

+ Collaborate and consult with colleagues, product managers, and other partners to provide service excellence to investment professionals

+ Utilize phone and email to respond to inquiries from investment professionals

+ Participate in planning and execution of tactical activities and projects within Investment & Product Consulting that support efforts to create efficiencies within the department

+ Ensure adherence to risk and compliance regulations and policies

Required Qualifications:

+ 2+ 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:

+ 2+ years of investment product experience

+ Experience providing service excellence to financial advisors through phones and email

+ Experience building relationships and communicating effectively with business partners across a matrixed organization

+ Proven initiative to independently research and respond to a wide variety of inquiries

Job Expectations:

+ This position is not eligible for Visa sponsorship

+ This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance 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

+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired Information will be shared about expectations during the recruitment process

Work Location:

+ 2801 Market Street – Saint Louis, MO

+ 550 South Tryon Street – Charlotte, NC

Posting End Date:

3 Jun 2025

_*Job posting may come down early due to volume of applicants._

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

**Req Number:** R-459615