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Branch Support Manager

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States of America , Metairie ▼

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Category:
Finance

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Contract Type:
Not provided

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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. Learn more about the career areas and business divisions at wellsfargojobs.com.

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 firms 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
  • 1+ years of leadership experience
  • 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
  • This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date
  • This position is subject to FINRA background screening requirements
  • This position is not eligible for Visa sponsorship.

Nice to have:

  • 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:
May 03, 2026

Expiration:
May 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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