About this role:The Wells Fargo Advisor (WFA) Premier Partnership Manager reports directly to the Head of WFA Premier channel and will serve on the Client Relationship Group (CRG) Division leader's strategic table. This individual contributor role will act as an advisor to Area Managers, Market Leaders, and Division Leaders to develop and influence initiatives that promote and advance Premier opportunities in Wells Fargo's bank branches. This role will work side-by-side with Market Leaders and Area Managers to build robust Advisor candidate pipelines and accelerate qualified Advisor hiring. This individual will also be responsible for ensuring Area Managers build strong and effective partnerships with their Consumer Bank District Manager colleagues to drive consistent Premier routines and outcomes.
In this role, you will:- Provide vision, direction, and expertise to Area Managers on implementing consistent and impactful business strategies that enhance Premier objectives of (i.) hiring and retaining branch-based Advisors and (ii.) increasing Premier investment clients and balances
- Supports Division and Market Leaders to identify recruiting opportunities as well as drive productivity and performance accountability across Area Managers
- Help Area Managers foster influential relationships with the Consumer Bank District Managers to effectively deliver Premier activities and growth outcomes
- Consults with Area Managers to deepen dedicated team relationships between Bankers and Advisors resulting in a more joint overview meetings and an integrated client experience
- Attend monthly branch team reviews and Regional BURs for top priority districts and regions
- Support the proper onboarding of new-to-role Area Managers as it relates to Premier leadership routines
- Help escalate real estate issues that arise from Area Managers and Advisors
Required Qualifications, US:- 7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Successfully completed Securities Industry Essentials (SIE) exam
- Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications:- Knowledge and experience in retail brokerage and affluent client markets
- Proven ability to design and implement strategies to grow revenue
- Ability to effectively assess stakeholder, partner, or client needs while consulting and building solutions
- Demonstrated leadership, through influence, capability with exceptional execution skills
- Superior business leadership skills with demonstrated success in driving strong results
- Proven experience in recruiting and hiring talented branch-based Financial Advisors
- Excellent verbal and written communication skills
Job Expectations:- This position is not eligible for Visa sponsorship
- Travel at least 40% of time to attend Division, Market and Area Manager meetings.
- Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
- In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
- Additional requirements include meeting enhanced financial fitness and criminal background standards
- Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
- For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
- Compliance with state law registration and licensing requirements is mandatory
Job Location:
- 500 W 33rd St. New York City
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$138,500.00 - $287,600.00
Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
Posting End Date:26 Jan 2025
* Job posting may come down early due to volume of applicants. We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
