Intermediary National Sales Manager

Wells Fargo Boston , MA 02298

Posted 2 weeks ago

Job Description:

At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

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

Wealth and Investment Management (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.

Wells Fargo Asset Management (WFAM), a division of Wells Fargo Wealth and Investment Management, strives to help clients achieve their financial goals through top-tier investment options managed by specialized investment teams that are supported by independent risk management and backed by superior, collaborative service. With more than $466 billion in assets under management as of December 31, 2018, Wells Fargo Asset Management has 29 autonomous investment teams with specialized expertise and proven processes, more than 500 investment professionals, over 1,500 team members, and a global reach with offices and clients around the world.

The Intermediary National Sales Manager at Wells Fargo Asset Management (WFAM) is responsible for overseeing wholesaler managers and wholesaler teams that are accountable for providing strategic consultation on product solutions for internal and external investment distribution channels. Responsibilities include: management and oversight; developing distribution plans and budgets; assisting marketing and portfolio management staff in developing and launching new products; and maintaining relationships with assigned intermediaries, connecting clients to the firm.

The position must reside in one of Wells Fargo Asset Management home office locations of Boston, San Francisco, or Menomonee Falls Wisconsin.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.

  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

Ability to travel up to 50% of the time

Required Qualifications

  • 10+ years of sales experience

  • 5+ years of management experience

  • Successfully completed FINRA Series 7, 24, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

  • Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition

  • Extensive technical skills and understanding of data architecture

  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

  • Ability to communicate effectively with all levels of associates and clients

  • Effective presentation skills

Other Desired Qualifications

  • 10+ years of management experience, with at least 5+ years of experience leading a distribution team

  • Experience in asset management and solid understanding of competitive landscape of brokerage industry

  • Proficient in coaching others

Job Expectations

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.

  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required


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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Intermediary National Sales Manager

Wells Fargo