Market Leader

Wells Fargo•Greenville, SC

About The Position

Wells Fargo is seeking a Market Leader - Financial Advisory Director in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will manage and develop a high performing leadership team that is solution oriented and aligned with the needs of the business with focus on delivering exceptional client service for cross-functional stakeholders and internal partners associated with the team. You will identify opportunities and recommend strategies to improve client experience, client results, and business results. You will lead strategic direction and management of Wells Fargo Advisors Financial Network to resolve highly complex issues and meet deliverables. You will interpret and develop current and long-term objectives, policies and procedures that leverage the company's infrastructure for functions with moderate to high complexity and risk. You will collaborate with and influence peers and more experienced executives and work closely with other leadership roles such as the Wholesale Bank, Regional Bank, Regional Commercial Bank, Business Bank, and others to build trust and sales leadership. You will manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Wealth Client Management. You will be responsible for development, coaching, and retention of Market and Branch Managers. You will oversee recruitment and retention of high-profile Financial Advisors and develop and guide a culture of talent development to meet business objectives and strategy. 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 Banking and Financial Services experience, or equivalent experience 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, 9 and 10 (or 24), and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice To Haves

Life and Health Insurance licenses
Ability to build successful relationships and influence across organizations at multiple levels, while driving results
Ability to develop and execute business strategies tied to a common vision, which maximizes revenue and profitability
Ability to grow and develop a team of high-profile Financial Advisors and various manager level roles
Extensive knowledge and understanding of the management and compliance needs of wealth management industry
Management experience coaching, training, and mentoring various levels of team members including high-profile financial advisors to senior level managers
Growth-oriented leader with ability to grow and develop wealth management business
Extensive experience overseeing and managing multiple branches and/or areas within a market

Responsibilities

Manage and develop a high performing leadership team that is solution oriented and aligned with the needs of the business with focus on delivering exceptional client service for cross-functional stakeholders and internal partners associated with the team
Identify opportunities and recommend strategies to improve client experience, client results, and business results
Lead strategic direction and management of Wells Fargo Advisors Financial Network to resolve highly complex issues and meet deliverables
Interpret and develop current and long-term objectives, policies and procedures that leverage the company's infrastructure for functions with moderate to high complexity and risk
Collaborate with and influence peers and more experienced executives
Work closely with other leadership roles such as the Wholesale Bank, Regional Bank, Regional Commercial Bank, Business Bank, and others to build trust and sales leadership
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Wealth Client Management
Be responsible for development, coaching, and retention of Market and Branch Managers
Oversee recruitment and retention of high-profile Financial Advisors
Develop and guide a culture of talent development to meet business objectives and strategy