Lead Brokerage Relationship Manager

About this role:

Wells Fargo is seeking a Lead Brokerage Relationship Manager to join our Relationship Management group within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Manage strategic partner relationships with Asset Management firms and participate in initiatives regarding servicing, support and growth

• Identify opportunities for process improvements

• Maintain and analyze business, or technical assignments that involve research, evaluation, and service

• Exercise independent judgment to ensure the highest level of client/partner satisfaction

• Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions

• Provide recommendations to determine operational needs and exercise independent judgment to manage relationships

• Manage, support and resolve issues to ensure retention, growth and satisfaction

• Provide analysis and negotiation of contracts or issues

• Manage projects, troubleshoot issues and follow up on operational, technical or client transition issues

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Required Qualifications:

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

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 exam sufficient to qualify for immediate FINRA registration

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 63 (or Series 66) exam sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Brokerage industry experience

• Ability to work effectively across all organizational levels, where flexibility and adaptability are important

• Ability to simultaneously manage multiple projects

• Ability to gather information and make recommendations to senior leaders

• Excellent verbal, written, and interpersonal communication skills

• Strong collaboration and partnering skills

• Strong time management skills and ability to meet deadlines

• Strong organizational, multi-tasking, and prioritization skills

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Job Expectations:

• Ability to travel between 10% and 20% of the time

• This position is not eligible for Visa sponsorship

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Posting Locations:

• 1513 Iyannough Road, Hyannis, MA 02601

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$110,000.00 - $179,000.00

Posting End Date:

23 Apr 2026

*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.

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.