Divisional Advisor Onboarding Leader

Wells Fargo Bank•Charlotte, NC

14d

About The Position

About this role: Wells Fargo is seeking a Divisional Experienced Advisor Onboarding Leader to drive a seamless and strategic onboarding experience for new Financial Advisors joining Wells Fargo. This role is critical in ensuring that every advisor transition—from pre-hire through post-hire—is executed with precision, efficiency, and care. Your business acumen and ability to anticipate operational changes will enable you to deliver a best-in-class experience for advisors while maintaining strong risk controls and compliance standards. This position offers the opportunity to influence strategy, optimize processes, and lead a high-performing team dedicated to advisor success. If you thrive in a fast-paced environment, excel at building cross-functional partnerships, and have a passion for driving operational excellence, we invite you to join us. In this role, you will: Manage the pre & post-hire onboarding process along with recruiting business and transition consultants Leader will be part of the Divisional team and understand the FA recruiting pipeline and know what’s happening in the markets. Business acumen will be critical in the success of this position Partner with local managers, operations, National Sales, technology, registration and HR to ensure process runs smoothly Quality Supervision/control over the product due diligence and lending vetting for accuracy Ensure pre-hire process and partners are running smoothly and deadlines are met Ensure the team is following the process of transitioning book from start to finish Identify, own and provide training opportunities for the team for further growth Aware of major operational changes before they happen to ensure team is prepared Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development Make decisions and resolve issues regarding operations of the team to meet business objectives Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives Collaborate and consult with immediate colleagues and cross functional business partners Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution Manage allocation of people and financial resources for business execution

Requirements

6+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years Management or leadership experience

Nice To Haves

Experience with onboarding financial advisors to the firm
Experience in problem analysis, solution implementation, and change management
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of strategic planning and execution
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to articulate issues, risks, and proposed solutions to various levels of staff and management
Ability to work effectively in a team environment and across all organizational levels

Responsibilities

Manage the pre & post-hire onboarding process along with recruiting business and transition consultants
Leader will be part of the Divisional team and understand the FA recruiting pipeline and know what’s happening in the markets.
Business acumen will be critical in the success of this position
Partner with local managers, operations, National Sales, technology, registration and HR to ensure process runs smoothly
Quality Supervision/control over the product due diligence and lending vetting for accuracy
Ensure pre-hire process and partners are running smoothly and deadlines are met
Ensure the team is following the process of transitioning book from start to finish
Identify, own and provide training opportunities for the team for further growth
Aware of major operational changes before they happen to ensure team is prepared
Identify and recommend opportunities for process improvement, redesign, change management initiatives, and risk control development
Make decisions and resolve issues regarding operations of the team to meet business objectives
Interpret and develop policies and procedures aligned with Wells Fargo's business line objectives
Collaborate and consult with immediate colleagues and cross functional business partners
Interact directly with executive management to influence, optimize, and negotiate on business operations related to Strategy and Execution
Manage allocation of people and financial resources for business execution