Principal Financial Group jobs in Minneapolis, MN - 175 jobs

**What You'll Do** We're looking for a Client Service Transition Manager to join our Retirement and Income Solutions Transition team! In this role you'll lead projects, provide operational support and act as a consultant for conversions, deconversions and up sell activities for trust and custody plans. You'll put your collaboration and project management skills into action to ensure high quality and efficient service to meet customer expectations. **Key Responsibilities:** + Work closely with Clients, Relationship Managers, Sales, Middle Office Underwriting Document and PCS operations and external partners team to reconcile trust assets and process cash/security accurately. + Act as project manager for assigned conversion projects including scheduling, planning and leading meetings with internal and external partners - the conversions will include Internal/External Meetings and Planning and Day to Day Processing conversations + Support the risk management and compliance process ensuring effective use of tools and other risk mitigation activities to limit exposure and improve audit results + Perform maintenance activities including intra-department follow up and actioning service tickets using internal systems (i.e., Jira and Salesforce) Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! **Who You Are** + Bachelor's degree or 7+ years of client services or financial services experience + Strong project management background with the ability to manage multiple priorities and deadlines + Advanced Microsoft Office skills, including PowerPoint, Excel, Word, Outlook, and Teams + Highly detailed and solutions‑oriented, with the ability to identify and resolve recurring issues + Excellent collaboration, communication, organizational, and presentation skills **Skills That Will Help You Stand Out** + Extensive exposure to trust operations and asset processing + Knowledge of Trust 3000 + Experience with compliance documentation and regulatory requirements + Direct client‑facing experience **Salary Range Information** Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $55800 - $80300 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Work Authorization/Sponsorship** At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links. Nonimmigrant Workers (********************************************************************************** and Green Card for Employment-Based Immigrants (*************************************************************************************************** **Investment Code of Ethics** For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal 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, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/9/2026 **Most Recently Posted Date** 1/20/2026 LinkedIn Remote Hashtag \#LI-Remote

Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up a Client Support, Relationship Manager, Associate, Client Relations, Financial Planning, Support, Business Services

Independently process, reconcile and/or balance for the assigned product in an accurate, timely and compliant manner. Work with appropriate internal and external business partners to research and resolve issues, troubleshoot and provide seamless serv Operations, Processing, Operation, Senior, Professional, Asset Manager, Manufacturing

Review of broker-dealer, registered investment adviser, insurance and other created communications and marketing materials for compliance with applicable FINRA and SEC regulatory requirements, state, other applicable advertising regulations and guida Compliance Manager, Compliance, Manager, Business Partner, Communications, Asset Manager, Business Services

The Legal Service Expert is responsible for ensuring the accurate and timely processing of legal documents in compliance with state and federal regulations. This role serves as a key liaison between internal teams and external parties, providing updates, resolving issues, and driving process improvements. Additionally, the position supports client account maintenance and contributes to firm-wide and team-level operational enhancements. Key Responsibilities Legal Document Processing Complete processing of legal documents received, including but not limited to subpoenas, garnishment papers, tax levies, summons, support orders, and information requests. Review all documents in their entirety and execute requested actions in compliance with state and federal regulations and company procedures. Maintain accurate and detailed record-keeping for all processed documents. Legal Response Development Develop and maintain standardized legal response templates to ensure consistency and compliance. Respond to judicial requests promptly while adhering to internal corporate and legal policies. Bankruptcy Document Management Handle all company-received bankruptcy documents with precision and confidentiality. Respond to courts within required timeframes and ensure accuracy in completed documentation. Coordination and Communication Coordinate legal activities related to court-generated requests with corporate office employees, field personnel, courts, and agencies. Ensure compliance with legal requirements while safeguarding the confidential nature of all information. Required Qualifications Bachelors degree or equivalent (4-years) 0-1 years relevant experience Preferred Qualifications Strong problem solving skills; organizational and time management skills including ability to meet tight deadlines with high degree of accuracy. Excellent verbal, written and interpersonal communication skills demonstrated ability to maintain confidentiality/control of information. Possess a detail orientation Must be effective at working independently and part of a team, when required. Prior experience in reviewing and interpreting legal documents. Experience articulating legal requirements. Previous experience working as a legal assistant or paralegal, closely with courts and attorneys. #S&O About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated annual salary for this role is $54,400 - $74,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Client Service Line of Business SERVD Service Delivery

The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities * Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. * Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. * Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. * Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). * Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. * Build and maintain effective relationships with multiple departments, annuity carriers and key resources. * Present solutions, tools, and resources via Teams/web conferencing. * Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications * Bachelor's Degree or equivalent in a related field * 5+ years of relevant experience in the financial services industry * Active Series 6 or Series 7 * Active State securities registration (Series 63 or 66) * Insurance licensed with life/health and variable lines or ability to obtain within 120 days * Ability to work independently, collaborate with teammates and share standard methodologies * Ability to influence others through consultative/solutions-based selling * Effective verbal, written and interpersonal communication skills * Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications * Previous experience as an annuity wholesaler or sales consultant About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions

Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group

About this role: Wells Fargo is seeking a Senior Artificial Intelligence Solutions Consultant to support our migration to a new cloud-based AI voice virtual agent solution. This person will build the conversational experience for our new Wells Fargo Voice Self-Service platform, using the latest AI techniques including Google Dialogflow CX, and other AI based Speech systems. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Develop and configure conversational flows in Dialogflow CX. * Collaborate with Products Owners, Conversation Designers to translate scripts into functional Conversational AI agent experiences. * Integrate Dialogflow CX with backend systems and APIs. * Conduct testing and QA for conversational experiences. * Monitor and optimize Conversational AI agent's performance using analytics and feedback. * Lead cross functional teams to identify, strategize, and execute Artificial Intelligence initiatives within a line of business * Understand the strategy to recommend solutions on solving business challenges * Analyze and review cases obtaining the required resources to ensure the solution delivers the intended benefits * Leverage knowledge to evaluate technological readiness, data availability, and resources to execute the proposed solutions * Influence without authority to drive the implementation of Artificial Intelligence initiatives and programs while serving multiple stakeholders * Decision key issues which may arise during development or implementation * Collaborate and consult with peers, colleagues and managers to resolve and achieve goals Required Qualifications: * 4+ years of Artificial Intelligence experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Proven experience of working on Contact Center technologies, specifically support of self-service and routing solutions * Experience working with vendors in a CCaaS environment to build and maintain contact center experiences * Proven use cases that include the creation of self-service voice flows including complex product and customer needs * Experience working with Dialogflow CX. * Experience in building new solutions or transforming existing contact centers to new technologies. * Technology and Product background that demonstrates the ability to work across a variety of teams and implementation solutions in a fast-paced, complex environment. Job Expectations: * Job is a hybrid working environment that would require working in the office 3 days in a week. * Up to 10% of travel required. * This position is not eligible for Visa sponsorship Locations: * 401 S Tryon St CHARLOTTE, NC 28202-1675 * 1801 Park View Dr SHOREVIEW, MN 55126 * 401 Las Colinas Blvd W Bldg A IRVING, TX 75039 * 4101 Wiseman Blvd Bldg 106 SAN ANTONIO, TX 78251 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $139,000.00 - $239,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Jan 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.

This role will assist in the development and refinement of analytical tools and processes to identify relative value trade ideas to assist advisors in managing their individual bond portfolios. Will learn third party models and tools used to develop investment ideas and strategy recommendations to advisors. Will present fixed income portfolio strategies to advisors and provide guidance and consulting. With guidance, position will translate the strategic economic views of the firm to actionable portfolio recommendations. Key Responsibilities Assist in the development and refinement of analytical tools and processes to identify relative value trade ideas within the fixed income markets. Identify relative value opportunities and trade ideas to assist advisors create and manage their individual bond portfolios. Distribute field facing quantitative fixed income periodicals and client/advisor educational materials. Learn third party models and tools used to develop investment ideas and strategy recommendations to Advisors. Leverage quantitative/technical skills to help develop scalable portfolio solutions. Present fixed income portfolio strategies and recommendations to advisors. Articulate complex fixed income concepts in a manner that is understood by varied audiences. Provide fixed income guidance and consulting to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account. With guidance, understand translate the strategic economic views of the firm, IRG (Investment Research Group), our quantitative analyst and the trading desk into actionable portfolio recommendations that are aligned with the Firms' overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG (Investment Research Group) and marketing. Analyze contents of existing competitor's proposals and portfolio reporting to create portfolio recommendations from the firm's perspective. Assist fixed income product specialists with call volume and proactive outreach when needed. Required Qualifications Bachelor's degree or equivalent experience. 3+ years of relevant experience. Active Series 7. Active Series 63/66. Demonstrated knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products. Thorough understanding of fixed income regulatory issues. Ability to build strong partnerships & relationships and coach and influence appropriately, excellent written, verbal & presentation skills. Established understanding of fixed income portfolio management concepts. Strong math, quantitative skills and thought leadership. Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures. Strong proficiency in Excel. Preferred Qualifications Experience with Bloomberg. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $66,000 - $91,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business CLEAR Clearing

We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management

About this role: Wells Fargo is seeking a Commercial Mortgage Loan Administration Specialist in Commercial Real Estate Operations as part of the CIB Lending Operations division. In this role, you will: * Manage and Service Commercial Construction Loans including reviewing related documentation, maintaining budgets, communicating with parties on identified issues, approving transactions and disbursing * Participate in less complex initiatives and identify opportunity for process improvements for timely processing of all incoming business lending within Transaction and Processing * Review and analyze basic business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables * Review site inspections for loans within their portfolio * Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures and compliance requirements for loan approval documents * Collaborate and consult with functional colleagues, internal partners and stakeholders, including internal and external customers if applicable * Work with both origination and central analysts in the preparation of loan approval documents Required Qualifications: * 2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * AFS Experience * Commercial Real Estate experience * Residential and commercial appraisal experience * Ability to interpret and research loan origination, legal, or real estate documents * Exposure to Wells Fargo banking systems such as LIQ, LAM, CCM and C360 * Knowledge and understanding of builder, construction, or renovations lending * Knowledge and understanding of commercial real estate operations * Knowledge and understanding of the Flood Disaster Protection Act (FDPA) * Commercial loan documentation, preparation, or review experience * Ability to navigate multiple computer systems, applications, and utilize search tools to find information * Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important * Ability to work in a fast-paced deadline driven environment * Effective organizational, multi-tasking, and prioritizing skills * Excellent verbal, written, and interpersonal communication skills * Intermediate Microsoft Office (Word, Excel, and Outlook) skills * Strong analytical skills with high attention to detail and accuracy Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $66,000.00 - $100,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 22 Jan 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.

Responsible for having an expert understanding of fixed income products in order to support advisors with growing their fixed income business. Identify and promote fixed income trading ideas and strategies. Build and maintain positive and professional relationships with advisors and other external business partners. Key Responsibilities Demonstrate an expert understanding of fixed income products and proactively provide fixed income trade ideas and strategies to Advisors. Skillfully deepen relationships with advisors within territory and articulate how capital markets trading activities and trends influence client's product holdings. Responsible for a geographic area of coverage to support advisor sales of fixed income products. Cultivate the deep understanding and present fixed income portfolio ideas and recommendations to advisors in a proactive way. Demonstrate the communication skills, etiquette and confidence to convey fixed income concepts into information that is digestible by varied audiences. Provide expert fixed income guidance to advisors that is crucial to the successful implementation as well as on-going servicing of the affluent account. With guidance, understand and translate the strategic economic views of the firm, IRG (Investment Research Group), and the trading desk into actionable portfolio recommendations that are aligned with the Firms' overall outlook. Provide input to help shape the investment strategy messaging in partnership with wealth management, IRG and marketing. Support fixed income trading strategists with portfolio creation and rebalancing ideas. Required Qualifications Bachelor's degree or equivalent experience 5+ years of relevant experience Active Series 7 Active Series 63/66 Demonstrated expert knowledge of all fixed income securities, financial markets, portfolio strategy, economics and marketing products Advanced understanding of fixed income regulatory issues Proven ability to build strong partnerships & relationships and coach and influence appropriately Excellent written, verbal and presentation skills Self-motivated with a high attention to detail and have the ability to work productively and effectively in a highly stressful, time sensitive environment all the while adhering to policies and procedures Preferred Qualifications Excel Experience Bloomberg Experience Thomson/ Bond Desk Experience S&O About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $62,000 - $82,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business CLEAR Clearing

About this role: Wells Fargo is seeking a Corporate Banking Associate to join the FIG division, which is one of the industry coverage verticals within Corporate and Investment Banking ("CIB"). This role sits within the Portfolio Management and Underwriting ("PMU") unit of the Banks division covering Latin America and the Caribbean. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Perform credit underwriting which accounts for all risk factors and providing risk rating recommendations * Participate in the monitoring, documenting, and analysis of assigned portfolio of loans within the Corporate Banking Relationship Management functional area * Review and interpret credit policies and procedures and incorporate requirements into credit analysis, observations and lending recommendations * Research, examine and interpret customer portfolio, competitors and related industry in order to prepare a comprehensive credit report opinion * Receive direction from more experienced staff and exercise independent judgment while monitoring and maintaining an existing loan portfolio which includes ongoing interpretation and analysis of financial info to determine borrower compliance * Collaborate and consult with internal and external stakeholders to understand credit needs and represents the bank in developing, maintaining, and growing client relationships * Provide guidance to and assist with development of less experienced team members Required Qualifications: * 2+ years of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Bilingual speaking and reading proficiency in Spanish/English. * Corporate credit underwriting and analysis experience of banking institutions * Knowledge of financial services credit administration and risk management practices * Understanding of financial accounting principles and concepts * Advance Microsoft Office skills, including using Excel for financial analysis and projection modeling * Knowledge of the Latin America region * Familiarity with S&P Global Market Intelligence * High level of initiative and accountability of outcomes * Strong time management and task prioritization * Strong analytical and quantitative skills Additional Compensation Details: * Base pay for this position is $125,000-135,000 * May be considered for an annual discretionary bonus Work Location: * 333 SE 2nd Ave MIAMI, FL (primary) * 550 S Tryon St CHARLOTTE, NC * 90 S 7th St MINNEAPOLIS, MN Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $111,100.00 - $217,200.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 27 Jan 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.

As a Product Manager within the Wealth Management business group, you will be responsible for managing business/product critical processes, reports and audits. You will also represent the wealth management products group as a subject matter expert and liaison with project initiatives. Key Responsibilities Act as a subject matter expert on small to medium scale projects related to the Advisory, Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports Perform routine reports and audits accurately and on-time Manage resolution of complex and non-routine advisor/client issues with internal/external partners Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments Work on special projects and perform other duties as assigned Required Qualifications 5+ years financial services experience Bachelor's degree or equivalent experience Active Series 7 or the ability to obtain within 120 days Preferred Qualifications Excellent strategic and analytical skills to solve complex problems and identify new product solutions Knowledge and experience working with Ameriprise product suite Strong understanding of compliance and regulatory environment Proven organizational skills, including managing multiple tasks simultaneously Strong written and verbal communication skills Attention to detail, accuracy, and high level of personal accountability Project Management experience Experience working with Ameriprise project methodologies Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo) Data analysis experience About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Marketing/Product Management Line of Business FPPS Wealth Management Solutions

Ameriprise Financial is looking to add an IT Staff Auditor to the team! The individual in this role will plan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities, present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations. Key Responsibilities Execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities. Present objectives and results to various levels of management. Execute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance processes. Identify control deficiencies, assess exposure and significance, and propose cost effective recommendations. Monitor and validate Management Action Plan status and recommend closure of Management Action Plans when actions are complete and identified deficiencies have been addressed. Coordinate with appropriate control groups in planning and executing assigned work. Complete work within established timelines. Proactively communicate/escalate challenges and roadblocks that impact ability to meet established timelines. Gather information and provide input into risk assessments in conformance with department standards. Required Qualifications Bachelor's degree or equivalent 0-1 year of experience Strong communication skills Availability to travel Develop and practice basic audit skills and business knowledge Preferred Qualifications Accounting or Finance degree CIA, CPA, CISA 0-2 years of experience About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $62,300 - $84,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Finance Line of Business FIN Finance

About this role: Wells Fargo is seeking a Securities Operations Associate/Client reporting Associate to join our Client Reporting team. This role is responsible for executing and auditing client communications, including statements, trade confirmations, prospectus mailings, and ad hoc client correspondence. The ideal candidate will bring a strong operational mindset, a commitment to accuracy, and a collaborative approach to process improvement. In this role, you will: * Perform quality control and audit reviews of client statements, trade confirmations, and prospectus mailings to ensure regulatory and procedural compliance. * Coordinate and execute ad hoc mailings, including Quick Turn Letters (QTLs), fiscal summaries, and 401(b) letters, in partnership with business owners and third-party vendors * Monitor and reconcile prospectus activity, including suppression logic, unfulfilled obligations, and file transmissions to/from Broadridge. * Maintain documentation and records for all mailings in accordance with supervisory procedures and audit requirements * Support process improvement initiatives and contribute to the development and maintenance of standard operating procedures (SOPs). * Collaborate with internal stakeholders (e.g., Compliance, Legal, Technology) to ensure timely and accurate delivery of client communications. * Participate in internal audits and provide documentation and responses as needed * Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations * Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact * Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures * Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals * Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation * Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation * Resolve low complexity escalated issues within the scope of responsibility in Security Operations * Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests * Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work * Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies Required Qualifications: * 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 6+ months of experience in client reporting operations or related functions (e.g., statement processing, regulatory mailings). * Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment. * Strong analytical and problem-solving skills * Proficiency in Microsoft Excel, Word, and Outlook; experience with workflow tools and document repositories. Job Expectations: * Ability to work a hybrid schedule, three (3) days in office and two (2) days remote. * Willingness to work on-site at posted location (550 S 4th St MINNEAPOLIS, MN 55415) * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $27.88 - $41.83 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 23 Jan 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.

About this role: Wells Fargo is seeking a Senior Business Execution Consultant to support the Human Resources Business Partner team. This role collaborates with HR Business Partners (HRBP), Centers of Excellence (COEs), and cross-functional teams to drive successful business outcomes for client groups. The Senior Business Execution Consultant contributes to project execution, data analysis, and business communications, supporting strategic Human Resources (HR) initiatives. The consultant will play a key role in supporting cyclical HR processes, delivering data‑driven insights, and enabling leaders through effective project execution, reporting, and business communications. In this role, you will: * Support the delivery and execution of HR initiatives * Aggregate and interpret HR data to create actionable reports and presentations for business stakeholders * Assist in operationalizing cyclical HR activities and implementing business initiatives * Contribute to monthly summaries of human capital metrics, working with HR partners to collect and analyze relevant data * Develop business communications, change management materials, and reporting to support HR initiatives. * Participate in the HR business execution community to share best practices and support HRBP leaders. * Collaborate with People Analytics to support business needs around data and reporting. Required Qualifications: * 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in Human Resources, preferably supporting or partnering with HR Business Partners. * Strong knowledge of HR tools, processes, workflows, and people data. * Demonstrated ability to analyze, aggregate, and interpret data, translating insights into clear reports, dashboards, and presentations. * Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), including the preparation of executive‑level presentations and data‑driven materials for senior leadership. * Strong written and verbal communication skills; proactive and confident communicator with executive presence. * Demonstrated project management experience with the ability to manage multiple competing priorities in a fast‑paced environment. * Ability to collaborate and influence across stakeholder teams. * Experience working with sensitive data sets and maintaining confidentiality. * Familiarity with HR disciplines and the HR Center of Excellence (COE) model. * Strong HR reporting, dashboard creation, data analysis and visualization skills. * Understanding of AI, machine learning, and emerging HR technologies. Job Expectations: * Hybrid work schedule * Relocation assistance is not available * Visa sponsorship is not available Location: * Charlotte, NC * Phoenix, AZ * Irving, TX * San Antonio, TX * Des Moines, IA * Minneapolis, MN #HRJobs Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 26 Jan 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.

About this role: Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates * Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Maintain high standard of client satisfaction by ensuring timely and proactive customer communication * Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in loan origination * Strong understanding of mortgage sales, origination processes and industry regulations * Experience working in goal-driven environments * Experience in sales * Experience communicating financial concepts to customers * Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment. * Detail-oriented with strong organization and time management skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule. * Willingness to work on-site at the location(s) listed on the job opening * Ability to work weekdays, weekends and holidays as needed or scheduled * Site hours of operation are Monday-Friday 7:00am-7:00pmCST; Saturday 8:00am-5:00pmCST * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): * 600 S 4th Street, Minneapolis, MN 55415 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Jan 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.

What You'll Do As a Sr Administrative Assistant, you will independently with limited direction, be responsible for providing a broad range of administrative support activities to leaders of a department identified by business-driven value. Activities may include: calendar and e-mail management (responding to emails on behalf of), may provide moderate to heavy inbox support, meeting coordination, submitting/approving/tracking expenses, researching and booking travel arrangements in partnership with those supported, compile monthly reports, order supplies and assist with onboarding new employees. Incumbents in this position understand the area they support and how it impacts the business in which they operate, can anticipate patterns and themes to see beyond the immediate problem to the wider implications. Independently manage the schedules for leaders of a department identified by business-driven value. May include: Managing all aspects of a person(s) schedule including: responding to all invitations and requests, making decisions on priority on behalf of the person(s) supported, negotiating with others to find the best date/time options. Tactical meeting coordination (scheduling and room set-up, catering, proactively coordinate agendas, gather pre-meeting materials, draft/edit meeting and presentation materials, may attend meetings and capture action items and proactively follow-up on action items to ensure completion). Handle communications on behalf of the person(s) being supported to the department or team, distribution list creation/maintenance. May provide moderate to heavy inbox management (deleting junk, categorizing and filing, flagging messages for importance). Make recommendations on the most efficient and effective way for the person(s) supported to organize their work. Can connect various channels of information/communications together to make assessments and assist in prioritizing information for the person(s) supported. May coordinate/draft/edit monthly reports, order supplies, manage role and access requests, assist with onboarding new employees (order technology, information access, security, schedule appropriate meetings, gather/assemble relevant PFG/BU/SCBU/department information), research and book travel arrangements in partnership with those supported, expense management (submit/approve purchase/travel card expenses and track department expenses and submit invoices), creation/maintenance of distribution lists. Initiate some HR tasks on behalf of person(s) supported. Manage information through multiple technology channels, handling requests for new technology (i. e. , SharePoint, Box, Clear ID, etc. ). Set-up/maintenance of department and team shared sites and process flow of information. Provide high-level training/guidance on how to navigate technology platforms such as Chrome River and Concur along with other department specific technology platforms. Backup for team members. May be involved in a variety of business-value driven department or business-wide projects. Who You Are High school diploma and 4+ years related experience required with 6 or more years of experience preferred. Strong organizational skills and strong attention to detail. Strong verbal and written communication skills. Ability to gather and consolidate data from various sources. Ability to set priorities, handle multiple tasks and meet deadlines. Flexible and adaptable to rapidly changing priorities and the ability to handle confidential information. Keyboarding and adaptability in computer, web and mobile business applications, proficiency in Windows based computer applications (Microsoft Office) and the operation of office equipment. Limited travel may be involved. Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $24. 21 - $37. 55 / hour Time Off Program Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible Yes Work Environment This role will be a hybrid opportunty, working a minimum 3 days in the office at either our Des Moines, IA or Minneapolis, MN office location. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc. ) Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal 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, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 12/31/2025 Most Recently Posted Date 1/14/2026