Account Director, Wealth & Investment Management (WIM)

Wells Fargo Bank•Charlotte, NC

5d•Hybrid

About The Position

This position within the In-House Agency (wellocreative.com) will support the Wealth & Investment Management (WIM) business by aligning strategy, creative execution, and channel performance. The individual will translate complex business goals into integrated marketing programs that influence advisor and client behavior. This position will lead cross-functional teams to deliver compliant, high-quality campaigns across multiple channels at scale. The individual will also modernize ways of working by embedding data, performance insights, and AI-enabled capabilities into marketing delivery. This role follows a hybrid work schedule and can sit in Charlotte, NC or Minneapolis, MN. The Wells Fargo job profile is Lead Marketing Consultant.

Requirements

5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Experience leading integrated campaigns across paid, owned, and earned channels in financial services
Experience developing creative briefs tied to business goals, audience insights, and measurable outcomes
Experience translating investment concepts into compliant, audience-ready marketing content
Experience managing multi-channel initiatives with concurrent timelines and deliverables
Experience working within regulated environments with marketing compliance requirements
Experience using AI-enabled tools to improve campaign speed, scale, and performance

Responsibilities

Translate business objectives into integrated marketing strategies and measurable outcomes
Lead end-to-end campaign delivery from problem definition through execution and optimization
Develop clear creative briefs with audience, journey, message, and success metrics
Align stakeholders across marketing, creative, product, and channel teams
Present and defend creative concepts and campaign strategies, connecting execution to business objectives and audience needs
Ensure deliverables meet brand, legal, compliance, and risk standards
Guide teams to produce high-quality content rooted in advisor and client needs
Prioritize workstreams to maintain progress across concurrent initiatives
Evaluate performance data to refine campaigns and improve results
Apply AI tools to accelerate workflows and enhance content quality