Wells Fargo is seeking a Solutions Consultant - RIA Solutions (Business Development) to support advisor acquisition and transition efforts through a consultative, technology-driven diligence process. This role partners closely with Business Development, Strategy, Product, and Partner teams to help prospective advisors evaluate operating models, technology platforms, and solution architecture as part of their transition decision.
The Solutions Consultant serves as a trusted advisor-translating complex technology ecosystems and integration considerations into clear, actionable recommendations-while enabling deeper engagement earlier in the diligence process and improving advisor confidence and conversion readiness.
In this role, you will:
- Lead consultative, solution-oriented diligence discussions with prospective RIAs, focusing on technology, platform design, and operating model alignment
- Guide advisors through structured discovery to assess current state, define future state goals, and identify constraints
- Translate advisor needs into tailored solution recommendations across technology platforms, integrations, and partner capabilities
- Serve as a subject matter expert throughout the diligence process, focusing on advisory guidance rather than product selling
- Provide expertise on RIA technology ecosystems, including custody platforms, portfolio management systems, reporting tools, integrations, and workflows
- Partner with Product, Technology, and Partner Services teams to validate solution feasibility and readiness
- Support diligence workflows and ensure solution considerations are clearly documented and consistently applied
- Help advisors understand tradeoffs, dependencies, and sequencing related to technology and platform decisions
- Collaborate with Business Development and Advisor Transition leaders to enable earlier and deeper consultative engagement in the deal lifecycle
- Support pro forma and deal discussions by providing solution context that informs financial and operational decisions
- Improve business development efficiency by reducing late-stage friction, rework, and misalignment during advisor transitions
- Contribute to the design and refinement of repeatable diligence frameworks grounded in solution architecture
- Develop solution narratives, diagrams, and artifacts to support advisor decision-making and internal alignment
- Provide feedback to inform product strategy, partner ecosystem evolution, and go-to-market improvements
- 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience working with Registered Investment Advisors (RIA), wealth management firms, or advisor platforms
- Strong understanding of RIA operating models and technology ecosystems (custody, portfolio management, reporting, integrations)
- Background in solutions consulting, pre-sales, or platform advisory roles within financial services or financial technology
- Experience supporting advisor transitions, platform migrations, or complex operational transformations
- Ability to translate technical concepts into clear business-level insights for advisors and senior stakeholders
- Experience working across matrixed organizations with Product, Technology, Compliance, and Legal teams
- Strong analytical, problem-solving, and critical thinking skills
- Excellent communication and presentation skills with executive-level presence
- FINRA Series 66
- Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future
- Up to 30% travel
- St. Louis, MO
- Dallas, TX
26 May 2026
*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.
#BI-Hybrid
Skills Required
- 5+ years of Commercial Banking Relationship Management experience
- Demonstrated ability to build long term relationships with government clients
- Comprehensive knowledge of core banking products and services
- Experience developing external partnerships
- Completion of formal credit training program
- Experience identifying and mitigating risk
- Excellent verbal, written, and interpersonal communication skills
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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