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Business Development Consultant - OCIO - Job Opportunity at Wells Fargo

Charlotte, USA
Full-time
Mid-level
Posted: April 24, 2025
Hybrid
USD 96,600 - 171,800 per year

Benefits

Comprehensive healthcare package with multiple plan options and wellness programs
Industry-competitive 401(k) plan with employer matching
Flexible PTO policy reflecting modern work-life balance trends
Progressive parental and caregiving leave policies exceeding industry standards
Comprehensive insurance package including life, disability, critical illness, and accident coverage
Education support through tuition reimbursement and dependent scholarships
Adoption assistance demonstrating family-focused benefits strategy
Modern commuter benefits supporting hybrid work model
Employee discount programs and savings opportunities

Key Responsibilities

Lead strategic pipeline management for institutional OCIO services, driving business growth through systematic prospect identification and qualification
Orchestrate end-to-end RFP process development and customization for high-value institutional clients
Develop and maintain key relationships with search consultants to expand market reach
Implement data-driven prospecting strategies to optimize sales effectiveness
Drive market intelligence gathering and competitive analysis to inform strategic positioning
Collaborate cross-functionally to enhance OCIO platform visibility and value proposition
Design and execute process improvements to scale OCIO business operations

Requirements

Education

Bachelor's degree in finance, business, or related field; MBA and/or CFA designation preferred

Experience

4+ years of Wealth Investment Consulting experience

Required Skills

Investment management expertise Fiduciary principles understanding Sales pipeline management Strong communication and interpersonal abilities Project management capabilities Public speaking and presentation skills Nonprofit investment solutions knowledge

Certifications

FINRA license required CFA preferred
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Sauge AI Market Intelligence

Industry Trends

Increasing institutional demand for outsourced investment management solutions due to complexity and regulatory pressures Growing focus on ESG integration in institutional portfolios driving OCIO service evolution Rising competition in the OCIO space leading to service differentiation through technology and customization Shift towards more sophisticated reporting and analytics capabilities in institutional investment management

Salary Evaluation

The offered range of USD 96,600 - 171,800 aligns with market standards for mid-level institutional investment roles, reflecting the specialized nature of OCIO services and Wells Fargo's competitive positioning

Role Significance

Typically part of a specialized team of 5-8 OCIO professionals, collaborating with broader wealth management divisions
Mid-level position with strategic importance in driving business growth and maintaining institutional relationships

Key Projects

Development and implementation of institutional client acquisition strategies Creation of customized investment solutions for foundations and endowments Enhancement of OCIO platform capabilities and service offerings Strategic relationship building with investment consultants and key stakeholders

Success Factors

Deep understanding of institutional investment landscape and fiduciary responsibilities Strong relationship building capabilities with both internal and external stakeholders Ability to translate complex investment strategies into clear value propositions Strategic thinking and process optimization mindset

Market Demand

High demand with growing market opportunity as institutions increasingly seek professional investment management solutions

Important Skills

Critical Skills

Institutional investment knowledge essential for understanding complex client needs Relationship management capabilities crucial for maintaining client and consultant relationships Technical understanding of OCIO solutions and investment strategies Project management skills for coordinating complex RFP processes

Beneficial Skills

Understanding of ESG investment principles Knowledge of alternative investments Digital platform expertise Data analytics capabilities

Unique Aspects

Integration of philanthropic expertise with institutional investment management
Focus on community impact through client organization support
Comprehensive platform combining private banking and institutional services

Career Growth

Typical progression to senior roles within 3-5 years based on performance and market conditions

Potential Next Roles

Head of OCIO Business Development Senior Investment Strategist Director of Institutional Solutions Chief Investment Officer

Company Overview

Wells Fargo

Wells Fargo is a leading global financial services institution with a strong focus on wealth management and institutional services

Among the top-tier providers of OCIO services with significant market share and established institutional credibility
Strong presence in Charlotte as a major financial center, with national reach in institutional services
Professional environment emphasizing collaboration, client service excellence, and regulatory compliance
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