Finance Senior Manager - Wealth & Investment Management Finance

About this role:

Wells Fargo is seeking a Finance Senior Manager to be part of the Wealth & Investment Management Finance (WIM) team, supporting the Client Relationship Group. The Client Relationship Group Finance team supports all distribution channels for our Wells Fargo Advisors business. This role will be responsible for financial support for the Brokerage channel. 

In this role, you will:

• Manage and develop a team in support of financial advisory services on matters related to financial research, business performance, operating and strategic reviews
  •    Engage and influence financial analysis and economic research that may have critical impact on the long-term business performance
  •    Direct a team to ensure effective consultation, recommendations and reporting on all various financial viability assessments
  •    Identify and recommend opportunities for process improvement and risk control development
  •    Determine appropriate strategy for efficient and effective process in support of providing key finance services such as management reporting and key metrics forecasting
  •    Maintain functional ownership of various aspects of financial consulting services including technical advisory, delivery infrastructure, communication and engagement strategy and other key strategic aspects
  •    Advise more experienced leadership on issues with high, critical impact on the success of the enterprise
  •    Develop policies and procedures for supported area of work within the function
  •    Collaborate and influence all levels of professionals, including managers
  •    Lead team to achieve objectives
  •    Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Finance
  •    Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of Finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• •    BS/BA degree in finance, accounting, or economics
  •    Strong analytical skills with high attention to detail and accuracy
  •    Background in the Wealth Management industry
  •    Demonstrated ability to exercise independent judgment in identifying and resolving problems.
  •    Ability to successfully operate in a complex and matrixed environment.
   

Posting End Date: 

*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.

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.