Branch Support Manager, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. This role involves leading support functions for multiple business groups, contributing to strategic initiatives, and ensuring compliance with regulatory requirements.

Job Responsibility:

Lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives
Lead in the execution of various supervisory approvals for the Brokerage Support team including supervisory review and approval of operational transaction requests
Lead, participate and collaborate with peers, colleagues and mid-level managers in adherence, development and interpretation of policies, procedures, and compliance requirements
Act as the primary point of escalation for operational controls, technology and service inquiries
Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives
Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives
Identify and provide consultation on opportunities for process improvement and risk control development
Lead and support the onboarding, training, recognition, engagement, and development of new and existing Client Associates
Lead projects, teams or serve as a mentor for those who are less experienced

Requirements:

4+ years of Financial Services Industry experience, or equivalent demonstrated through work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

1+ years of leadership experience
Familiarity with Support Center model
Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Strong verbal, written, and interpersonal communication skills

Additional Information:

Job Posted:
September 27, 2025

Expiration:
October 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Support Manager