Wealth Management Regional Wealth Planning Manager

Wells Fargo | Bethesda, MD

Posted Date 10/11/2019

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to 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 want to satisfy our customers’ financial needs and help them succeed financially. 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.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and Consumer Banking.  In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

The Regional Wealth Planning Manager is responsible for driving the Wealth Planning model across all client segments in a specific geographic region.  Serves and delivers planning services to the most complex, visible and top revenue generating clients.  Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW.  In addition, this position serves as a role model for Wealth Planning personnel.  Partners with Senior leaders across the market to drive additional Private Bank business.  Oversees the Wealth Planning team in a geographic region on a day to day basis.  Responsible for balancing workflow assignments, managing planning engagements, and coaching.  Acts as liaison to the Senior Director Planning (SDP) and team members assisting in day-to-day oversight of planning process as well as human resource issues.  Responsible for implementation of best practices and consistency of the planning process.  Delivers planning engagements to HNW and UHNW clients within The Private Bank.  Supervises the preparation of analyses and work product, and deliver the work product in partnership with the relationship management team.  Works with the Relationship Manager to document and close business opportunities identified in the planning process.  Partners with the Regional (Managing) Director and other regional leaders as well as the SDP to drive overall business for TPB.  Meets with Centers of Influence to develop and expand client relationships.  This position is a player/coach role.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business.  Specifically you will:

  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks

Required Qualifications
  • 10+ years of financial experience, tax planning experience, or a combination of both; working with High Net Worth (HNW) clients

Desired Qualifications
  • A BS/BA degree or higher
  • Ability to provide leadership to a matrixed organization environment
  • Knowledge and understanding of tax income, gift or estate tax planning
  • Strong risk management and compliance skills

Other Desired Qualifications
  • Local market knowledge
  • JD, CFP®, CPA, or similar designation
  • Previous experience managing a team of direct reports

Job Expectations
  • Ability to travel up to 40% of the time

Street Address

VA-McLean: 1753 Pinnacle Dr - Mclean, VA
MD-Bethesda: 7475 Wisconsin Avenue - Bethesda, MD


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.

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