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Strategic Initiatives Leader for Solutions and Liquidity Client Group (LCG)

Wells Fargo

This is a Full-time position in Boston, MA posted June 11, 2021.

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:

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

WIM serves clients through the following businesses:

  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • 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. 
  • 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, 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.

At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to help meet clients’ goals.

We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty. 

With more than $607 billion in assets under management and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own.

*Wells Fargo recently announced the sale of Wells Fargo Asset Management to GTCR LLC and Reverence Capital Partners, L.P.  The sale is expected to close in the second half of 2021.  We are continuing to recruit for open positions supporting Asset Management, but want to ensure you are aware that when the sale closes this position will be transferred to the new company.  If you begin working at Wells Fargo, you should expect to transfer with the sale to the new company, with similar employment terms and conditions following your Wells Fargo start date.

This will be a senior role reporting to the Head of the Liquidity Client Group (LCG) & Solutions with a focus on developing and delivering against major initiatives to grow the practice.   

The LCG practice is focused on meeting the needs of institutional client’s liquidity objectives for both immediate cash needs and for more strategic cash objectives. This broad set of needs requires a diverse platform and deep expertise to meet the specific goals of clients by utilizing various investment teams and capabilities. 

In addition to our robust liquidity platform, Wells Fargo Asset Management has invested significantly in building out an industry leading solutions capability to address both retail and institutional investors. This platform leverages both captive portfolio teams and external structures to optimize investment outcomes. This individual will work closely with the sales teams, solutions development team, and product specialists to develop a go to market strategy and help drive increased adoption of the platform. 

In addition to the tactical requirements of growing the practice in the near term, this individual will be involved in the strategic planning process for the LCG & Solutions team. As such, this role relies heavily on exerting influence and collaborating with stakeholders from across WFAM while also leveraging deep industry knowledge to propose, finalize and execute on the LCG strategic plan.  

Required Qualifications

  • 8+ years of investment management experience

Desired Qualifications

  • FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)
  • A Masters of Business Administration (MBA)
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills

Other Desired Qualifications

  • 10 years of financial services professional experience in the investments space (Asset and Wealth Management) in product, strategy, and/or client relationship management
  • Functional knowledge of investment strategies, product structures, and operational/regulatory requirements within the asset management industry
  • Proven track record of leading complex, cross-functional initiatives at a large asset and wealth management institution
  • Strong communication skills across all levels of the organization and demonstrated experience working with senior executives 
  • Exceptional problem solving skills
  • Familiarity and experience with financial analysis and developing business cases to support various initiatives (organic growth, acquisitions, etc.) 
  • Ability to effectively interact and develop trust with both internal and external partners

Job Expectations

  • Ability to travel up to 25% of the time


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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