Wells Fargo · 1 hour ago
Branch Complex Senior Manager
ORCHARD PARK, NY
Full-time
Onsite
Senior Level
6+ years expWells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. The role focuses on leading branches, fostering growth through coaching Financial Advisors, and managing overall branch operations including P&L and compliance. The manager will also build relationships within the community and among branch staff to ensure effective client service and business growth.
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
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
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
This position is subject to FINRA background screening requirements
Specific compliance policies may apply regarding outside activities and/or personal investing
Preferred
Ability to recruit and retain high performing Financial Advisors
Ability to balance multiple initiatives
Ability to effectively manage a large and diverse team of direct reports
Proven track record of coaching and driving growth
Experience identifying and managing risk while adhering to governance processes
Ability to partner with key stakeholders to solve problems and client concerns
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
Business – Latest Financial & Stock Market News | New York Post
2026-01-22
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2026-01-22
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