Senior Business Growth Strategy Consultant - Advisor Development

Wells Fargo & Company•St. Louis, MO

23h•$87,000 - $154,000•Onsite

About The Position

About this role: Wells Fargo is seeking a Senior Business Growth Strategy Consultant - Advisor Development to drive development that enhances advisor productivity, improve advisor sales and practice management strategies. This role will promote business growth programs, educate advisors on products, platforms, and services and identifies opportunities to improve sales effectiveness. Learn more about the career areas and business divisions at wellsfargojobs.com. You will also be responsible for leading and facilitating sessions for the Core Advisor Development Program (CADP), serving as a subject matter expert in financial advisor practice management, products, services, and planning to coach and train advisors. Additionally, you will lead Premier Advisor (located in bank branches) coaching sessions in small groups and one on one settings. In this role, you will: Provide coaching support within the CADP program supporting all PCG, Premier and Hub advisors Lead and facilitate CADP breakout sessions and capstones Lead and facilitate Premier Advisor coaching sessions (small group and 1:1) Partner closely with the other coaches on the CADP team and the Consumer Bank Affluent Segment team to train and develop Premier Advisors on the branch roles, responsibilities, and routines Coach and train advisors as a subject matter expert in practice management, products, services, and planning Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area Development strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, financial advisors, and both business and community leaders, including internal or external customers to grow market share and meet customer needs Lead Business Growth Strategy development projects Serve as a mentor for less experienced individuals

Requirements

4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
This position is not eligible for Visa Sponsorship.
Follows enterprise in-office requirements.
Series 7 license

Nice To Haves

Instructional design, development, and execution experience to deliver training sessions
Experience facilitating advisor training or coaching sessions
Wealth Management or Consumer Banking experience
Excellent communication, presentation, and collaboration skills
Capacity to work independently and manage multiple priorities in a fast-paced environment
Proficiency with key branch platforms and systems, including Advisor Gateway, InfoMax, and Client Management
Strong analytical and problem-solving skills to address complex challenges
Relationship-building skills with internal partners to drive growth
Deep understanding of compliance communication requirements
Commitment to compliance and risk management in all business activities

Responsibilities

Provide coaching support within the CADP program supporting all PCG, Premier and Hub advisors
Lead and facilitate CADP breakout sessions and capstones
Lead and facilitate Premier Advisor coaching sessions (small group and 1:1)
Partner closely with the other coaches on the CADP team and the Consumer Bank Affluent Segment team to train and develop Premier Advisors on the branch roles, responsibilities, and routines
Coach and train advisors as a subject matter expert in practice management, products, services, and planning
Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
Development strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, financial advisors, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
Lead Business Growth Strategy development projects
Serve as a mentor for less experienced individuals