Premier Partnership Leader

Wells Fargo•Greenwood Village, CO

About The Position

About this role: The Wells Fargo Advisor (WFA) Premier Partnership Leader reports directly to the Head of WFA Premier channel and will serve on the Client Relationship Group (CRG) Division leader’s strategic table. This individual contributor role will act as an advisor to Area Managers, Market Leaders, and Division Leaders to develop and influence initiatives that promote and advance Premier opportunities in Wells Fargo’s bank branches in the Central Division. This role will work side-by-side with Market Leaders and Area Managers to build robust Advisor candidate pipelines and accelerate qualified Advisor hiring. This individual will also be responsible for ensuring Market Leaders and Area Managers build strong and effective partnerships with their Consumer Bank Region Executive and District Manager colleagues to drive consistent Premier routines and outcomes. In this role, you will: Provide vision, direction, and expertise to Area Managers on implementing consistent and impactful business strategies that enhance Premier objectives of (i.) hiring and retaining branch-based Advisors and (ii.) increasing Premier investment clients and balances Supports Division and Market Leaders to identify recruiting opportunities as well as drive productivity and performance accountability across Area Managers Help Area Managers foster influential relationships with the Consumer Bank District Managers to effectively deliver Premier activities and growth outcomes Align and direct centralized Premier Sales Manager to help maximize Advisor branch routines, outreach and planning activities to grow and retain client relationships Consults with Area Managers to deepen dedicated team relationships between Bankers and Advisors resulting in a more joint overview meetings and an integrated client experience Prepare and facilitate field calls with Area Managers and FAs to spotlight key routines and initiatives with Premier In person attendance to Regional BURs for top priority districts and regions Engage and direct Divisional Premier Advisor Sourcing on priority branches and candidates to hire Support the proper onboarding of new-to-role Area Managers as it relates to Premier leadership routines Help escalate real estate issues that arise from Area Managers and Advisors

Requirements

7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 7 & 66 exams to qualify for immediate registration (or FINRA recognized equivalents)

Nice To Haves

Knowledge and experience in retail brokerage and affluent client markets
Proven ability to design and implement strategies to grow revenue
Ability to effectively assess stakeholder, partner, or client needs while consulting and building solutions
Demonstrated leadership, through influence, capability with exceptional execution skills
Superior business leadership skills with demonstrated success in driving strong results
Proven experience in recruiting and hiring talented branch-based Financial Advisors
Excellent verbal and written communication skills

Responsibilities

Provide vision, direction, and expertise to Area Managers on implementing consistent and impactful business strategies that enhance Premier objectives of (i.) hiring and retaining branch-based Advisors and (ii.) increasing Premier investment clients and balances
Supports Division and Market Leaders to identify recruiting opportunities as well as drive productivity and performance accountability across Area Managers
Help Area Managers foster influential relationships with the Consumer Bank District Managers to effectively deliver Premier activities and growth outcomes
Align and direct centralized Premier Sales Manager to help maximize Advisor branch routines, outreach and planning activities to grow and retain client relationships
Consults with Area Managers to deepen dedicated team relationships between Bankers and Advisors resulting in a more joint overview meetings and an integrated client experience
Prepare and facilitate field calls with Area Managers and FAs to spotlight key routines and initiatives with Premier
In person attendance to Regional BURs for top priority districts and regions
Engage and direct Divisional Premier Advisor Sourcing on priority branches and candidates to hire
Support the proper onboarding of new-to-role Area Managers as it relates to Premier leadership routines
Help escalate real estate issues that arise from Area Managers and Advisors