Sales Enablement – Advisor Recruiting & Integration

Wells Fargo•Minneapolis, MN

6d•$175,000 - $279,000

About The Position

Within Wealth & Investment Management, the Advisor Recruiting team drives organic growth by attracting Financial Advisors across Wells Fargo Advisors channels. The Sales Enablement – Advisor Recruiting & Integration role advances advisor recruiting and onboarding by delivering tools, insights, reporting, and content that improve execution across the recruiting lifecycle. The role focuses on data-driven analysis, go-to-market strategy execution, sales enablement, and integration support. It helps create a connected, insight-driven recruiting and integration model, partnering with recruiting teams, Market Leaders, Branch Managers, and integration stakeholders to improve outcomes through technology, insights, and consistent execution. The position also supports Wells Fargo’s risk and compliance culture, including adherence to applicable policies and programs, monitoring and escalation of issues, and sound risk decisions. Travel of up to 75% is required. The position is not eligible for visa sponsorship.

Requirements

At least 7 years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to travel up to 75% of the time.
Not eligible for visa sponsorship.

Nice To Haves

Experience in wealth management, financial services, or advisor recruiting.
Experience supporting or partnering with advisor onboarding, integration, or transition teams.
Background in technology integration, automation, or AI-enabled workflows.
Experience developing sales enablement or marketing content.
Strong stakeholder management and cross-functional partnership experience.
Interest in continuous learning, innovation, and improving how teams operate.
At least 5 years of experience in sales enablement, business strategy, analytics, recruiting operations, or a related field.
Experience with CRM systems such as Salesforce and data visualization or reporting tools such as Tableau.
Strong analytical and problem-solving skills.
Ability to synthesize complex information and communicate clearly to leadership and field teams.

Responsibilities

Provide sales enablement support to recruiting teams, Market Leaders, and Branch Managers to improve productivity and outcomes.
Support execution of go-to-market recruiting strategies across markets and advisor segments.
Improve consistency and effectiveness across the recruiting lifecycle, from prospecting through close.
Partner with integration stakeholders to support the transition from candidate acceptance through onboarding.
Identify opportunities to improve the advisor onboarding experience, speed to productivity, and early retention.
Align recruiting and integration processes to support continuity and a strong candidate and advisor experience.
Analyze recruiting and integration performance, pipeline activity, and trends to identify opportunities and risks.
Develop dashboards and reporting on pipeline health and conversion, recruiting activity and productivity, integration progress and early success indicators, and market and team performance.
Translate complex data into actionable insights for decision-making and execution.
Partner on integration and optimization of recruiting and onboarding technologies, including CRM systems, data platforms, and emerging AI capabilities.
Identify opportunities to use automation, analytics, and AI tools to improve efficiency and effectiveness.
Help evolve tools for prospecting, pipeline management, onboarding workflows, and integration tracking.
Support development of recruiting and onboarding content aligned to the Wells Fargo Advisors value proposition.
Create and refine materials to help teams communicate effectively with advisor prospects and new hires.
Partner with stakeholders on targeted recruiting and integration campaigns and initiatives.
Monitor key performance indicators and feedback to identify opportunities to improve recruiting and integration effectiveness.
Support training, adoption, and change management for new tools, reporting, and processes.
Partner with stakeholders to refine workflows, improve user experience, and strengthen field execution.
Contribute across initiatives as a flexible, solutions-oriented team member.
Follow applicable Wells Fargo policies and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.