Wells Fargo-posted about 1 year ago
Full-time • Manager
El Dorado Hills, CA
Credit Intermediation and Related Activities

The Branch Complex Senior Manager at Wells Fargo will lead multiple branches within a market, focusing on both organic and inorganic growth. This role involves coaching Financial Advisors to enhance client acquisition and deepen existing relationships while managing the overall operations, P&L, and compliance of the branches. The manager will build strong relationships with staff and the community, ensuring a collaborative environment that drives financial outcomes and employee engagement.

  • 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
  • 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of leadership experience
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration. Series 24 is required if Series 9 and 10 examinations are not held.
  • 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
  • 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
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