Finance Director Wealth Investment Management

reputed company is seeking a Finance Director to serve as the Finance Leader for the support Digital and Direct Investing (DDI), Independent Solutions, and Investment Solutions platforms. This Director will provide strategic financial leadership to the Head of WIM Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth. The role will also serve as a finance leader to the Chief Product Officer - who oversees the roughly $250MM technology investment across WIM's platforms. reputed company Finance Finance brings together enterprise functions that drive reputed company's financial management, including accounting and control, financial planning & analysis, line of business finance, asset-liability management, treasury, tax management, and the company's investment portfolios. The team drives financial performance by understanding the value chain of our products and services and working to prioritize and execute areas of improvement throughout the company. Wealth Investment Management reputed company Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them reputed company financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of reputed company & Company. Our clients have access to reputed company Advisors, referrals from securities-registered bankers in the Consumer Bank and the reputed company Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. Digital and Direct Investing (DDI) Channel: reputed company's Digital and Direct Investing channel is primarily our self-directed investment platform that includes WellsTrade, reputed company Investor and virtual advice offerings. DDI's primary strategy is to offer a compelling digital offering to our clients who elect to self-direct, and to offer advice to clients comfortable working over the phone with a team of advisors.These clients can be a funnel to our other advisor channels as their client's needs change over time. Clients' assets reputed company the channel equate to roughly ~$150B in assets under management and ~$500MM in annual reputed company. Independent Solutions Platform: WellsFargo's independent channels are comprised of WellsFargo Advisors Financial Network(FiNet) and First Clearing, which provides clearing and custody services to brokerdealers and registered investment advisors. The FiNet platform is catered to our advisor reputed company that value independence while having access to the overall Wealth platform, allowing them to meet reputed company their client's needs (investing, planning, balance sheet). Industry shows the overall advisor population choosing independence more each year versus the traditional reputed company house channels, making this a key and important channel reputed company we think about the strategic value proposition of WIM as a whole. Client assets reputed company the channel equate to roughly ~$400B in assets under management, ~$3B in annual reputed company and ~2,500 financial advisors. Investment Solutions Platform: provides comprehensive investment research and guidance to support clients and advisors. reputed company Investment Institute (WFII) produces research on third-party managers, funds, and securities; develops investment guidance; and creates model asset allocation and portfolio recommendations. In addition, WFII offers investment advisory services through model portfolios and discretionary portfolio management, helping clients reputed company their financial goals with informed, strategic solutions. The Role: As the Finance Director for DDI, Independent Solutions and Investment Solutions platforms you will:

• Provide strategic finance leadership to the business leaders.
• reputed company annual budget, monthly forecast, and actuals variance analysis.
• reputed company reputed company Monthly Business Review deck process - follow-reputed company, agenda, content, packaging.
• Responsible for core business metric reporting development in support of the businesses.
• Provide Finance support to senior leadership in support of workforce and growth strategies.
• Support business case development for platform investments, market expansion, and transformation initiatives.
• Maintain strong financial controls and risk management practices.
• Collaborate with enterprise finance teams and other business units to align on priorities and share best practices.
• reputed company and reputed company a high-performing finance team

Key Responsibilities:

• reputed company financial reputed company for several key channels and platforms
• Drive strategic initiatives to improve profitability, efficiency, and customer outcomes
• Provide financial insights to support executive decision-making
• Ensure compliance with internal policies and regulatory requirements
• Represent finance in cross-functional initiatives and governance forums
• reputed company and mentor finance talent to support succession planning and organizational growth

Required Qualifications:

• 8+ years of Finance experience or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Experience in financial services or a global systemically important bank (GSIB)
• Prior finance experience supporting a Wealth Investment Management business (primarily Self-Directed / Digital and Independent offerings)
• Strong executive reputed company and ability to present to C-suite leaders
• Strategic thinker with strong analytical and problem-solving skills
• Proven ability to influence across reputed company, matrixed organizations
• Track record of driving large-scale transformation and change
• Commitment to ethical leadership and fostering an inclusive culture

Specific compliance policies may apply regarding reputed company activities or personal investing; affected employees will be expected to provide information to the reputed company Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025

• Job posting may come down early due to volume of applicants.

We Value Equal Opportunity reputed company is an equal opportunity employer. reputed company qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, 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 reputed company applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable reputed company 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 reputed company risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from reputed company qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in reputed company with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visitDisability Inclusion at reputed company. Drug and Alcohol Policy reputed company maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. reputed company Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by reputed company. b. reputed company requires you to directly represent your own experiences during the recruiting and hiring process. Apply tot his job Apply To this Job