Branch Complex Senior Manager

Wells Fargo•Lincoln, NE

About The Position

Wells Fargo is seeking a Branch Complex Senior Manager 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 fosters sustained organic and inorganic growth. Organic growth is supported by coaching Financial Advisors on client acquisition, deepening existing client relationships through the full range of solutions, and improving client service and care. Inorganic growth is supported by building and maintaining a cross-channel pipeline of Financial Advisors and recruiting talent. The role builds relationships across the branch structure—including Financial Advisors, Client Associates, Governance and Support professionals, and market leadership—as well as within the communities served. It owns branch activity supporting teams and clients, directs day-to-day workflow, escalates service and risk issues, and ensures coordinated client care. It is accountable for branch-complex P&L and expense management and partners with other market managers and the market leader to support market growth. This is a non-producing role. The position also includes customer contact and may involve assessing needs and referring customers interested in a dwelling-secured product to a SAFE team member. It does not involve taking an application or offering or negotiating terms of a dwelling-secured transaction. Loan Originator qualification and ongoing regulatory requirements apply.

Requirements

7+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of management or leadership experience.
For US positions: successfully completed FINRA Series 7 and 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
Loan Originator candidates must meet Consumer Financial Protection Bureau qualification requirements and applicable Wells Fargo policies, including financial responsibility, character, general financial fitness, and criminal background standards.
For US positions: obtain and/or maintain appropriate FINRA licenses for ongoing employment; Series 9 and 10, and Series 65 or 66 or equivalents, must be completed within the stated post-commencement time periods.
Meet applicable state law registration and licensing requirements; specific product licenses or SAFE licensing may apply.
Meet applicable FINRA background screening requirements and ongoing regulatory obligations.
Meet designated insurance license requirements within the stated post-commencement time period if the required licenses are not available to transfer upon hire.
Comply with applicable policies regarding outside activities and personal investing, including providing information to the Personal Account Dealing Team when required.
This position is not eligible for Visa sponsorship.

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 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 operations and 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.
Serve as a visible leader in the branches and communities.
Manage people and financial resource allocation to meet commitments and align with strategic objectives.
Partner with the market leadership team to support branches and channels represented in the market.
Direct day-to-day branch workflow, escalate service and risk issues, and coordinate client care.
Build, maintain, and hire a robust cross-channel pipeline of Financial Advisors.
Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member, without taking applications or offering or negotiating transaction terms.