Wells Fargo Institutional Retirement and Trust Regional Sales Director in New York, New York

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Retirement: Wells Fargo is a national leader in providing total retirement management, investment management, and trust and custody solutions tailored to meet the needs of institutional clients and their diverse workforces.

Institutional Retirement and Trust is a Top 10 retirement plan provider serving 3.7 million participants in more than 5,100 retirement plans, and we continue to invest and grow in this area. Wells Fargo Institutional Retirement and Trust (IRT) develops workplace retirement plans for both employers and employees. As a leading retirement plan provider, our mission is to help America’s diverse workforce prepare for a better retirement. We offer support, guidance and solutions to help make decisions regarding a plan easy and clear at all stages of the process. We strive to build lasting partnerships, and that only happens if we are listening to our clients. We want to genuinely understand how our clients feel about doing business with us. Our team members always show up with a collective can-do attitude and our clients vote with their feet by staying loyal to IRT because working with us makes a difference – for them, and for their employees.

We are seeking a sales professional who possesses a demonstrated record of success in selling retirement plan services and other institutional financial products to large and mid-sized corporate clients through bankers and intermediaries. This person will have previous experience in investment sales and/or retirement services sales, possess outstanding communication and negotiation skills, and be highly self-motivated. The role of an Institutional Retirement and Trust Sales Representative will design and execute sales for bundled defined contribution Institutional Retirement and Trust products through key retirement plan intermediaries, Wells Fargo bankers, and direct calling efforts. They will implement a disciplined sales process that will promote focused activity and yield solid results. This individual will build strong working relationships with National Broker Dealers, Wells Fargo Advisors, regional and independent broker dealers, as well as advisors operating in a fee only or RIA model. In addition, they will actively partner with Wells Fargo Regional Commercial Banking Offices and U.S. Corporate Banking Offices on relevant opportunities. They will also work with the internal sales team (client services, and marketing) to achieve sales success.

Key accountabilities include:

  • Planning and implementing the business sales strategy for Institutional Retirement and Trust Products

  • Building and sustaining a pipeline of new business prospects focusing on 401K plans between $50MM and $250MM

  • Maintaining the Sales Relationship Management System (Client Connection) through a disciplined sales process to support sales activity

  • Building and managing effective working relationships with key partners, both internal and external

  • Maintaining current knowledge of industry and regulatory events and issues relevant to retirement plans and assigned industry groups

  • Leveraging in-depth investment knowledge

Locations flexible within territory.

Territory includes: DC, MD, PA, NY, NJ, RI, DE, VT, CT,NH, MA, ME


Required Qualifications:

  • 5+ years of financial services industry experience

Desired Qualifications:

  • Excellent verbal, written, and interpersonal communication skills

  • Strong presentation skills

  • 3+ years of retirement services experience

  • Ability to travel up to 75% of the time

Job Expectations:

  • Ability to travel up to 75% of the time

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5394380&PostingSeq=1.

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.

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.