Branch Complex Director

Wells Fargo•Minneapolis, MN

2d•Onsite

About The Position

Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. The Branch Complex Director role will lead branch(es) within a market of Wells Fargo Advisors. This role is responsible for building an environment that fosters significant and sustained organic and inorganic growth. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships by taking advantage of the entire set of solutions; and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Director will build trust and relationships with the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market leader, as well as building trust and relationships with the communities in which the branches are located. The Branch Complex Director has accountability and ownership of all activity in support of the team and the client and will direct day to day workflow, escalate both service and risk issues as they arise, ensure the entire branch is working together to care for clients. This role will be responsible for the P&L and expense management of the branches in their complex. The Branch Complex Director will partner with other managers in the market and with the market leader to ensure that the entire market is growing both organically and inorganically. This is a non-producing role. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Requirements

10+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice To Haves

Ability to recruit and retain high performing Financial Advisors
Ability to balance multiple initiatives
Ability to effectively manage a large and diverse team of direct reports
Proven track record of coaching and driving growth.
Experience identifying and managing risk while adhering to governance processes
Ability to partner with key stakeholders to solve problems and client concerns

Responsibilities

Recruit experienced Financial Advisors and retain talent to drive growth
Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales.
Develop the culture to drive employee engagement and growth in a branch or a series of branches
Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management
Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch
Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc.
Be a visible leader in the branches and communities they serve
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives
Partner with the entire market leadership team to support the branches and the channels represented in the market