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Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth & Investment Management, or WIM, is one of the United States’ leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients’ unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:Building enduring client relationships through sound, thoughtful, and objective advice
Developing individualized plans for clients to help meet their financial objectives
Helping clients build, manage, preserve, and transition their financial resources and wealth
WIM serves clients through the following businesses:Wells Fargo Private Bank serves high-net-worth individuals and families.
Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals.We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty.With more than $603 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.Wells Fargo recently announced the sale of Wells Fargo Asset Management to GTCR LLC and Reverence Capital Partners, L.P. The sale is expected to close in the second half of 2021. We are continuing to recruit for open positions supporting Asset Management, but want to ensure you are aware that when the sale closes this position will be transferred to the new company. If you begin working at Wells Fargo, you should expect to transfer with the sale to the new company, with similar employment terms and conditions following your Wells Fargo start date.The Insurance Business Development Analyst is part of a dedicated Insurance Business Development, Relationship Management and Solutions team with ultimate responsibility for building out, growing, and supporting all activities associated with ensuring WFAM remains a leader in the Insurance Asset Management space.Responsibilities include, but are not limited to:Provide planning and support to the team’s Insurance Client Advisors, Vice Presidents, and Associates in business development and client retention activities related to large and complex insurance clients, prospects, and related consultants
Develop presentations, prepare marketing and service materials, assess compliance implications and manage the client, prospect and consultant questionnaire process
Responsible for preparation and provision of portfolio performance and competitive analysis, interpreting the data and making recommendations based on the analysis
Develop and analyze complex client reports and commentaries and prepares portfolio review material
Lead various projects including identifying resources, establishing time-frame and managing to milestones
Resolve complex operational, systems-related and/or issues for internal and external clients
Broad and deep understanding of client/prospect/consultant needs and may consult with a small number of relationships around investment strategy, performance, new solutions, and market developments
Identify opportunities to streamline processes and procedures providing for more efficient and timely execution of team tasks
Required Qualifications2+ years of experience in one or a combination of the following: portfolio management, sales, marketing, or institutional client service
Desired QualificationsBasic knowledge and understanding of financial services products and services
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy
Strong project management skills
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Other Desired QualificationsEquity and fixed income analytical experience
Progress toward, or desire to pursue CFA
Ability to work flexible hours when needed
Ability to work independently and in a team environment
Knowledge and understanding of revenue driven goals and their implications
Extensive knowledge and understanding of the institutional industry and products
Solid knowledge and understanding of investment products and services
Knowledge and understanding of Client Relationship Management (CRM) systems
Street AddressNY-New York: 150 E 42nd St - New York, NYNC-Charlotte: 401 S Tryon St - Charlotte, NCDisclaimerAll 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.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.Benefits SummaryBenefitsVisit https://www.wellsfargo.com/about/careers/benefits for benefits information.Company: Wells FargoReq Number: 5591844-1Updated: 2021-08-02 03:00:15.501 UTCLocation: New York,NY
