Branch Support Manager, Wells Fargo

Wells Fargo

Location:
United States, Chapel Hill ▼
Greensboro

Category:
Banking

Contract Type:
Not provided

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. The role involves acting as a liaison for operational, service, and technology inquiries, collaborating with other managers on compliance and operational policies, and ensuring the development and training of Client Associates in designated markets.

Job Responsibility:

Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firm's Operational, Compliance policies and procedures
Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
Ensure Client Associates are trained in key CRG ease of doing business initiatives
Visit branches across the Market to oversee operational/support practices and coach on operational risk

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
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
Successfully completed FINRA Series 9/10 to qualify for immediate registration (or FINRA recognized equivalents)
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:

Equal opportunity employer
Compliance with FINRA licensing requirements
Medical accommodations available for applicants with disabilities
Drug-free workplace

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Support Manager