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Institutional Retirement and Trust- IRT Relationship Manager 3

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Job ID 5571719
Job Description

Important 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:

o Building enduring client relationships through sound, thoughtful, and objective advice
o Developing individualized plans for clients to help meet their financial objectives
o Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

o Wells Fargo Private Bank serves high-net-worth individuals and families.
o Abbot Downing serves ultra-high-net-worth individuals and families.
o 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.
o 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 and Abbot Downing, 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.

Wells Fargo’s Institutional Retirement and Trust (IRT) business was purchased by Principal Financial Group (PFG), a provider of retirement, investments, and insurance products and services.  The sale was announced in April, 2019, and the transition of in scope team members and clients is expected to be completed by mid-2021.  Wells Fargo is committed to supporting the IRT business throughout the transition period and this in scope role will eventually transition over to PFG.

Responsible for managing a book of client relationships with responsibility for developing and maintaining strong relationships for large, complex and/or multi-service accounts.  These clients require relationship development at the both the C-Suite levels in addition to consultants and/or advisors.  Provides primary C-Suite client contact and service team leadership of client facing and non-client facing team members. Seasoned relationship manager that is a visible steward of the organization s mission, values and strategic objectives to executive staff of large and/or complex clients.   Utilizes effective sales and negotiation skills to generate additional revenue with current and potential new clients.  Builds strong loyalty and followership internally for the benefit of their external relationships.  Interacts in a peer-to-peer capacity with both clients and external consultants/advisors on fee negotiations, client adoption of best practices, and/or mitigation of operational deficiencies on specific clients.  Leverages internal partners on client strategy. Ensures customer satisfaction through designing and implementing an Institutional Retirement & Trust (IRT) services strategy that address the client s goals and objectives.  Ensures accounts meet all regulatory and internal compliance requirements including AML. Coordinates documentation, operations transition, client orientation and communication plans for new accounts. Establishes/monitors client fees, profitability and operational efficiency. Responsible for ensuring the effective delivery of all administrative and operational services.


Required Qualifications

  • 5+ years of experience in one or a combination of the following: relationship management, sales, client services, consulting, product, project/program management

Desired Qualifications

  • Experience with institutional retirement and trust plans
  • Strong collaboration skills within cross functional and geographically dispersed teams
  • Proven ability to negotiate complex Profit and Loss (P&L) drivers, product adoption and mitigation risk</li>
  • Ability to interact with a high level of professionalism and confidence with all levels of team members and management
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills
  • Ability to develop and maintain effective relationships within and across business lines at all levels of the organization

Other Desired Qualifications
  • Strong knowledge and experience working with custody accounts and relationships for both retirement and non-retirement clients.
  • Experience working with institutional clients and custody


Job Expectations

  • Ability to travel up to 25% of the time

Street Address

UT-Salt Lake City: 299 S Main St - Salt Lake City, UT
ID-Boise: 1401 Robert St - Boise, ID


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.

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 Summary


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