Wells Fargo is seeking a Senior Brokerage Relationship Manager to join our Independent Advisor Group as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.
In this role, you will:
- Lead and manage the successful transition of internal and external advisors and teams into the Financial Network (FiNet) channel
- Manage client relationships and participate in initiatives regarding servicing, support and growth
- Identify opportunities for process improvements
- Maintain and analyze business, operational, or technical assignments that involve research, evaluation, and service
- Exercise independent judgment to ensure the highest level of client satisfaction
- Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
- Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
- Communicate trends and recommend solutions
- Manage, support and resolve issues to ensure retention, growth and satisfaction
- Manage projects, troubleshoots issues and follow up on operational, technical or client transition issues
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
- 4+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Ability to deliver a positive and engaging candidate experience for internal and external candidates throughout the onboarding process
- Knowledge and understanding of multi-channel platform
- Knowledge and understanding of the independent advisor space
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Strong analytical skills with high attention to detail and accuracy
- Ability to work in a fast paced deadline driven environment
- Ability to identify and evaluate trends, isolate root cause, and provide swift/thorough resolution
- Strong organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Job Expectations:
- This position is not eligible for Visa sponsorship.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Location:
- 2801 Market St. - St. Louis, Missouri
- 550 S. Tryon - Charlotte, North Carolina
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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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