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WM Regional Manager Investment/Fiduciary Services Palo Alto, CA
Responsible for leading a team of investment and fiduciary professionals and the performance of the Fiduciary and Investment Wealth Management line of business within the Palo Alto Wealth Management hub office. Office assets under advisement exceed $3BBN. Fiduciary and investments team currently consists of 8 FTE and is expected to grow. Key management responsibilities include: business growth, sales management, client retention, economic stewardship, risk management, team member development, recruitment and partner engagement. Key areas of focus include: new client acquisition; relationship management; discovery and planning penetration; implementation of wealth planning; and, advice model execution by integrating knowledge and fiduciary principles, as well as sourcing Specialized Wealth Services sales. The RMIF will serve as the chief advocate of investment services in the market, which includes the ability to articulate and present Wells Fargo Investment Institute’s perspectives and advice on portfolio construction, investment themes and asset allocation. The RMIF will oversee portfolio construction by the hub investment strategy team and will be responsible for driving fiduciary awareness and adoption throughout the hub and FA teams. The RMIF is a representative of Wealth Management Services and partners across lines of business, channels, and external partners including centers of influence.
• 10+ years of wealth management experience including 5+ years of experience in one or a combination of the following: investment management, trust, or investment planning • 5+ years of leadership experience
• Knowledge and understanding of wealth planning, trust, estate, fiduciary law, taxation, and investments • A BS/BA degree or higher • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) • Business development experience • Ability to provide leadership by coaching, training, and mentoring • Knowledge and understanding of portfolio management services to clients with accounts in excess of $2MM • Knowledge and understanding of fiduciary, investment, or planning disciplines
Visit wellsfargojobs.com and search by Job ID #5301148 to apply.
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.
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