Branch Complex Senior Manager, Wells Fargo

Wells Fargo

Location:
United States, Philadelphia

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Branch Complex Senior Manager 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. Organic growth by coaching and providing programs for our existing Financial Advisors focused on new client acquisition; deepening the existing client relationships by taking advantage of the entire set of solutions; and by coaching to a process for Advisors and their teams to provide outstanding client service and care. The leader will focus on inorganic growth by building, maintaining, and hiring a robust cross channel pipeline of Financial Advisors.

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:

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, 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

Additional Information:

Job Posted:
August 13, 2025

Expiration:
August 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Complex Senior Manager