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 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, and both individual and institutional retirement.
Galliard Capital Management focuses on providing stable value and fixed income money management services to institutional investors. The firm was founded in 1995 with 15 clients and $1.8 billion in assets under management. Today, Galliard manages more than $90 billion in assets and has over 100 professionals dedicated to serving in excess of 230 institutional clients, 17 external managers, and 12 insurance wrap providers.
This middle office role is responsible for supporting client, external manager, and investment contract issuer relationships by providing leadership in customer service, account management, documentation, and operations.
Key responsibilities include:
Client onboarding and transition support
Ensuring production and delivery of reporting
Assessing compliance implications
Management of documentation inventory
Assisting with ad hoc requests
This role will work with various internal teams such as relationship management, marketing, portfolio management and compliance to execute servicing client needs and managing the work-flow of assigned responsibilities. May participate in various projects focused on increasing efficiencies and enhancing the client experience. May also be responsible for identifying and resolving operational and systems-related issues for internal and external clients.
1+ year of investment management experience
Strong project management skills
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Excel skills
Ability to work in a fast paced deadline driven environment
Strong organizational, multi-tasking, and prioritizing skills
Strong analytical skills with high attention to detail and accuracy
Ability to exercise independent judgment and creative problem solving techniques
Other Desired Qualifications
5+ years of institutional quality sales support, equivalent relationship management support or a combination of both
Stable Value Knowledge
Ability to make well-versed decisions and instruct others
The salary range displayed below is based on a Full-time 40 hour a week schedule.
MN-Minneapolis: Min: $67,500 Mid: $95,000
MN-Minneapolis: 800 Lasalle Ave - Minneapolis, MN
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.
Internal Number: 5549397
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo