Branch Complex Director, Wells Fargo

Wells Fargo

Location:
United States, Naperville ▼
Oak Brook

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. The Branch Complex Director role will lead branch(es) within a market of Wells Fargo Advisors. This role is responsible for building an environment that fosters significant and sustained organic and inorganic growth. The leader will focus on inorganic growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors. The Branch Complex Director will build trust and relationships with the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market leader, as well as building trust and relationships with the communities in which the branches are located.

Job Responsibility:

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

Requirements:

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, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration. Series 24 is required if Series 9 and 10 examinations are not held.

Nice to have:

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

What we offer:

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

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Complex Director