Lead Marketing Consultant - Wealth & Investment Management

About this role:

Wells Fargo is seeking a Lead Marketing Consultant to join the Wealth and Investment Management (WIM) Marketing team. The team focuses on managing WIM e-newsletter programs for clients, providing advisors with a valuable monthly touchpoint.

The Lead Marketing Consultant will manage content editorial planning, production, publishing and promotion for WIM Affluent and High-net-worth e-newsletter programs. The consultant is responsible for effective platform, content and engagement strategies

In this role, you will:

• Manage WIM Content Marketing editorial strategy and program editorial, through partnerships with key stakeholders

• Create and manage annual editorial calendar and host monthly editorial meetings

• Provide guidance to content creators and work with vendors to create content to specified delivery dates, ensuring that content is published on schedule

• Manage content tracking tools

• Keep policies and procedures updated and ensure that content adheres to all regulatory requirements

• Manage content vendor relationships

• Coordinate advisor communications with WIM communications partners

• Track and measure content performance to provide updates on monthly performance KPIs to leadership

Required Qualifications:

• 5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years content marketing experience within financial services industry or other highly regulated industry

• Demonstrated experience in program management including experience managing publication calendars, compliance standards and meeting recurring deadlines

• Experience in Wealth and Investment industry, including experience curating content for affluent, high and ultra-high-net worth clients

• Journalism or communications degree

• An ability to identify issues, risks, proactively solve problems, and make recommendations in a logical manner

• Strong collaboration/relationship building skills; with a focus on teamwork and cross-organizational partnerships

• An ability to craft stories with data and present learnings in a cohesive and visually compelling manner

• A consumer-centric mindset and a desire to drive best-in-class experiences for internal and external customers

• Experience developing partnerships and collaborating with other business and functional areas

• Excellent verbal, written, and interpersonal communication skills

• Experience with Google Analytics and/or Adobe Analytics

• Experience establishing key metrics/benchmarks to measure the effectiveness of engagement strategy and issue management

• FINRA registration including Series 24 preferred

• FINRA registration including Series 7 preferred

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 comply 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.

Posting Locations:

• 2801 Market Street, F & L Building

• Saint Louis, MO 63103

• 90 South 7th Street

• Minneapolis, MN 55402

• 550 South Tryon Street

• Charlotte, NC 28202

• Required locations listed above. Relocation assistance is not available for this position.

Posting End Date:

5 Aug 2024

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.