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

8+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ 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

Branch Complex Director

Key skills