Wealth Management Referral Solutions Architect

Job description

About this role: Wells Fargo is seeking a strategic, outcomes‑oriented Wealth Management Referral Solutions Architect to design, implement, and scale the end‑to‑end referrals ecosystem across Wealth & Investment Management (WIM)—covering referral activity into WIM, out of WIM, and intra‑WIM. You will build from the ground up: architecting business processes, defining application business requirements, establishing controls, and launching tech‑enabled workflows that drive consistency, efficiency, and risk‑sound execution. This role operates at the center of the One Wells Fargo strategic imperative and converts ambiguous referral challenges into clear, validated, repeatable solutions. In this role, you will: Define the enterprise target state for WIM referrals (into / out of / intra‑WIM), including process architecture, handoffs, SLAs, controls, and success metrics. Translate strategy into clear business requirements and acceptance criteria for technology, operations, and risk partners. Break down large, ambiguous business problems into logical workstreams with defined pathways to delivery and measurable outcomes. Own day‑to‑day referral triage and escalation management to ensure ope...