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Wells Fargo · 2 months ago

Branch Complex Senior Manager

DAVIDSON, NC

Full-time

Onsite

Senior Level

6+ years exp

Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves leading branches to foster growth, manage financial outcomes, and build relationships within the community while ensuring compliance and risk management.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Recruit experienced Financial Advisors and retain talent to drive growth

Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales

Develop the culture to drive employee engagement and growth in a branch or a series of branches

Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management

Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch

Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc

Be a visible leader in the branches and communities they serve

Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives

Partner with the entire market leadership team to support the branches and the channels represented in the market

This is a non-producing role

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

Qualification

Financial Advisory experienceManagement experienceFINRA Series 7FINRA Series 63Coaching skillsRisk managementEmployee engagementStakeholder partnershipProblem-solvingTeam management

Required

6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

3+ years of management or leadership experience

US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration