Finet Divisional Leader - Southeast

• Lead a small team of FiNet Sr. Relationship Managers and a Divisional Business Manager
• Own relationship management responsibilities for key FiNet practices within his/her division
• Escalate and own issue resolution for all issues within his/her division
• Responsible for engagement, retention, growth and satisfaction of advisors in your Division
• Deliver the FiNet Advisor Engagement model through Practice engagement, Minimum Contact standards, Practice engagement requirements and data driven accountability
• Support the training, rollout and communication of key strategic initiatives
• Develop expertise in the Wells Fargo Advisors and FiNet platform, products and services
• Lead engagement activities for the assigned territory including individual and small group meetings

• 10+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience
• FINRA Series 7 and 63 and 65 or 66

• Superior conflict resolution skills
• Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations
• Experience in managing relationships at an executive level, preferably in a financial service-based business environment

Hybrid work schedule