Branch Complex Director

Wells Fargo • Barrington, IL

10h • Onsite

About The Position

Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. The role leads one or more branches within a market and builds an environment that supports sustained organic and inorganic growth. It coaches existing Financial Advisors on client acquisition, expanding existing client relationships through the full range of solutions, and delivering outstanding client service. It also builds and maintains a cross-channel pipeline to recruit Financial Advisors.

The Branch Complex Director develops relationships with Financial Advisors, Client Associates, Governance and Support professionals, the market leader, and the communities served by the branches. The role owns branch activity in support of teams and clients, directs day-to-day workflow, escalates service and risk issues, and coordinates branch efforts to care for clients. It is accountable for branch P&L and expense management and partners with market managers and the market leader to support growth across the market. This is a non-producing role.

The position includes customer contact and may involve assessing needs and referring customers interested in dwelling-secured products to a SAFE team member. The role does not include taking an application or offering or negotiating terms of a dwelling-secured transaction. Loan Originator qualification and regulatory requirements apply. The position is not eligible for visa sponsorship.

Requirements

• 10 or more years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 4 or more years of management or leadership experience.
• US only: Successfully completed FINRA Series 7 and 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
• Loan Originator positions must meet Consumer Financial Protection Bureau qualification requirements, including applicable financial responsibility, character, financial fitness, and criminal background standards.
• US only: Obtain and/or maintain appropriate FINRA licenses for continued employment; Series 9 and 10 and Series 65 or 66, or equivalents, must be completed within the specified post-commencement time periods.
• Meet applicable state registration and licensing requirements; specific product or SAFE licenses may apply.
• Pass required FINRA background screening before hire and comply with ongoing regulatory obligations, including periodic screening and mandatory incident reporting.
• Meet designated insurance licensing requirements within the applicable post-commencement time period if licenses are not transferable upon hire.
• Comply with applicable Wells Fargo policies on outside activities and personal investing.
• This position is not eligible for visa sponsorship.

Nice To Haves

• Knowledge of financial products and investment products.
• 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 address client concerns.

Responsibilities

• Recruit experienced Financial Advisors and retain talent to drive growth.
• Lead the team to improve financial outcomes through increased net asset flows, lending balances, and same-store sales.
• Develop a culture that drives employee engagement and growth in one or more branches.
• Manage branch staff, partnerships with centers of excellence and support partners, risk and compliance, expenses and P&L, and exceptions.
• Execute the Wealth and Investment Management group's strategic vision to help Advisors and Client Associates serve branch clients.
• Collaborate with and influence professionals at all levels, including senior managers, centers of excellence, home office departments, and divisional leaders.
• Act as a visible leader in the branches and communities served.
• Manage people and financial resources to meet commitments and align with strategic objectives.
• Partner with market leadership to support branches and channels represented in the market.
• Direct day-to-day workflow, escalate service and risk issues, and coordinate branch activity to support teams and clients.
• Assess needs and refer customers interested in dwelling-secured products to a SAFE team member, without taking applications or offering or negotiating transaction terms.
• Meet ongoing regulatory, licensing, screening, and compliance obligations applicable to the role.

Benefits

• 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
• Potential sales incentives, discretionary bonuses, and/or equity in the form of Restricted Stock Units, depending on the role

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed