Solutions Consultant - RIA Solutions Business Development

About this role:

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

Required Qualifications:

• 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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

Job Expectations:

• 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

Locations:

• St. Louis, MO

• Dallas, TX

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.