Abbot Downing Family Business History Sr Consultant

Wells Fargo - New York, NY

Full-time
Job Description
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.

Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

Abbot Downing serves families and individuals, as well as endowments and foundations, to help preserve and grow assets while building legacies across generations. We go beyond traditional financial planning and asset management services to help clients address the financial, social and personal dimensions of wealth. Abbot Downing's 300 professionals serve clients in all 50 states. Our service model gives clients the attentiveness of a boutique firm complemented by the robust services of one of the strongest, most respected financial institutions in the world.

Senior individual contributor responsible for supporting the planning and execution of client-facing projects that directly assist strategic business development in assigned market or segment for the Wells Fargo Family & Business History Center. The Family & Business History Center is a part of the Abbot Downing Family Governance and Education Group that supports WIM and Wholesale business development and relationship building with ultra-high net worth clients and prospects across a national footprint. The position supports One Wells Fargo business development results for Abbot Downing, The Private Bank, WF Advisors, Commercial Banking, Corporate Banking and Investment Banking.

Will create and present family history deliverables and consultations independently or in consultation with a FBHC manager. Responsibilities include: independent maintenance of internal and external relationships with WIM and Wholesale relationship managers, UHNW families, COIs, businesses and community leaders; developing collaborative and innovative partnerships across the Family Governance and Education Group; conducting expert historical research in online databases, institutional archives and libraries, and special collections; writing and presenting historical narratives that synthesize complex material in a clear and insightful manner; creating various presentation deliverables, including hard-copy and/or digital archives. Will assist managers and leaders with business development strategies and deliverables, and represent the center at business development events, when necessary. Supports maintenance and development of confidential files, organizational procedures, and risk management policies. May manage clearinghouse of external contract researchers and managed resources.

Required Qualifications

3+ years of professional experience in one or a combination of the following: corporate historian, historical consultant or history professor

Desired Qualifications

A Master's degree or higher in history or history-related field
Significant experience working as part of a team or in a collaborative setting
Proven research skills in online databases, institutional archives, & special collections
Broad educational background in American, European, and World history, as well as social, economic, cultural, immigration, and family history
Knowledgeable about new and emerging historical resources, technologies, and digital humanities
Significant experience conducting independent archival research
Experience managing or organizing historical or archival materials preferred
Experience working with clients, businesses, Ultra High Net Worth families and/or senior leaders preferred
Skilled writer and speaker with ability to present clear, personalized, historical narratives (both written, oral, and digital)
Proven record of transforming archival research work into historical presentations and publications
Effective communicator and presenter, able to develop strong interpersonal relationships

Other Desired Qualifications
Proficiency in one or more foreign languages

Job Expectations

Ability to travel up to 25% of the time
Ability to work outside of regular business hours

Street Address
NY-New York: 330 Madison Ave - New York, NY
NY-New York: 767 Fifth Avenue - New York, NY

Disclaimer

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.

WEALTH INV MGMT/WIM PSI