WIM Diverse Segments Leader – Chief Admin Officer

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The Role
This position will serve as the WIM Diverse Segments Chief Admin Officer to lead, manage and support the WIM diversity strategies, initiatives, programs, complex processes, change management and other activities in support of growing and managing the WIM Diverse Segment business.  Serving as a trusted advisor to the Head of WIM Diverse Segments and the broader WIM Diverse Segment leadership team, this role will play an integral role in developing the overall strategy & vision for this newly formed team.  Identify trends and issues and leverage internal & external partnerships to create innovate solutions to unique issues facing diverse segment audiences.

The executive will be engaged in driving all aspects of running the business including planning, resource procurement, planning & execution, risk mitigation, process improvement and decision making.  Will represent the Head of WIM Diverse Segments in key committees and meetings and serve as a back-up.  

The role will work directly and effectively with the other CAOs within WIM and across the firm to collaborate on common goals and initiatives.  This executive will build strong partnerships with business leaders within WIM and other LOB Diverse Segment and Diverse Segments Representation and Inclusion (DSRI) subject matter experts and peers to leverage existing resources, prioritize and ensure overall alignment to deliver best in class results.  This role will act as the primary liaison for DE&I initiatives with internal functions and projects supporting the business, including:  Technology, Compliance, Legal, Corporate Real Estate, Business Continuity, Human Resources, Recruiting, Marketing, and Communications.

The Candidate
The successful candidate must have a strong understanding of business drivers and processes and be an effective influencer that has credibility with business leaders and able to offer credible challenge as needed.   This includes being action-oriented with demonstrated ability to bring about consensus in a highly matrixed environment.  Must have demonstrated experience in building strong partnerships with a wide variety of audiences and stakeholders across the enterprise and be adept at creating innovate solutions that align to the needs of multiple groups. This role is highly visible and will provide the executive with the opportunity to help transform WIM into a simpler, better, faster and more diverse future state.

This leader must be an exceptional leader and will be recognized for accomplishments related to hiring, retaining, and developing a world-class staff. Successful candidates will be articulate and possess a demonstrated leadership capability and will have strong interpersonal effectiveness. Leadership, relationship management, and credibility will be determining factors in selection.

A successful candidate will have a passion for learning at a rapid pace to quickly understand the complexities of the various products and capabilities, and to further understand the diverse customer needs and connectivity points with partners.

Required Qualifications

• 12+ years of experience in a strategic, senior leadership role

Other Desired Qualifications

• 8+ years of experience in one or a combination of banking, capital markets or financial services.
• Demonstrated experience developing and implementing short and long-range strategic plans and
• Proven ability to cultivate strong relationships and business development initiatives across multiple lines of business.
• Ability to make difficult decisions, knowing when to ensure buy-in and when to exercise independent discretion and assuming accountability.
• Proven ability to influence without direct authority, build consensus and influence people at all levels of the organization.
• Create and manage large-scale change initiatives.
• Extensive knowledge of Wealth and Investment Management business lines, products and services.
• Demonstrated experience developing differentiated financial products and service offerings that are targeted to the various diverse customer segments.
• Proven ability to drive culture change among client coverage teams by instilling confidence in the ability to drive better client outcomes and deliver a superior client experience through cross-WIM and cross-Enterprise partnerships.
• Experience in relationship management and proven leadership skills, with conflict management, negotiation and organizational effectiveness techniques.
• Demonstrated ability to manage effectively in a heavily matrixed organization with a high degree of initiative and strong ability to meet key responsibilities with limited direction and oversight.
• Proven success recruiting, inspiring, developing, coaching and motivating team members through balanced leadership with a focus on engagement.
• Ability to communicate powerfully and prolifically to senior and executive leaders.

Job Expectations

• Ability to travel up to 30% of the time

Street Address

NC-Charlotte: 401 S Tryon St – Charlotte, NC
TX-DAL-Downtown Dallas: 1445 Ross Ave – Dallas, TX
AZ-PHX-Northwest Phoenix: 2222 W Rose Garden Ln – Phoenix, AZ
MO-Saint Louis: 1 N Jefferson Ave – Saint Louis, MO
NY-New York: 30 Hudson Yards – New York, NY
CA-SF-Financial District: 333 Market St – San Francisco, CA
MN-Minneapolis: 550 South 4th St – Minneapolis, MN

Disclaimer

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.

Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.