Branch Support Manager, Wells Fargo

Wells Fargo

Location:
United States, Short Hills ▼
Princeton

Category:
Finance

Contract Type:
Employment contract

Salary:

85000.00 - 145000.00 USD / Year

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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. In this role, you will lead or participate in support functions for multiple business groups and contribute to large scale strategic initiatives, among other responsibilities.

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 including but not limited to, asset movement, account maintenance, order errors, document approvals and various remediation projects to ensure timely completion, quality, and compliance
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 from Financial Advisors, Client Associates, Operations and other branch and Support Center employees to resolve complex issues related to work allocation, and daily operations
Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy, policies, procedures, and compliance requirements
Work independently to identify, strategize and make recommendations for support function by providing support and leadership
Provide leadership in management of relationships, participate in planning and execution of programs, services, and initiatives that may include risk mitigation, efficiency, and customer experience with cross functional business partners
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 within designated markets
Lead projects, teams or serve as a mentor for those who are less experienced
guide talent development and assist local management in hiring talent for Client Associates within assigned markets

Requirements:

4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: 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

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:
August 17, 2025

Expiration:
August 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Support Manager