Market Growth Director, Wells Fargo

Wells Fargo

Location:
United States, Boca Raton ▼
West Palm Beach

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the National Sales organization and is designed for a driven, strategic, and results-oriented professional who will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales.

Job Responsibility:

Strategically engage with Channel Leadership to develop and execute territory sales strategy
Maintain strong knowledge of Wells Fargo Advisors market views, products, and platforms
Partner with Strategic Partners and Internal Centers of Influence to drive sales results
Drive sales and Advisor participation across Wells Fargo Wealth Investment Management products
Act as advisor to senior leadership to develop initiatives that promote companywide finance growth opportunities
Lead business development strategies and resolution of complex challenges
Provide vision and direction to senior leadership on implementing innovative business solutions
Support various Wealth Market Growth Strategy projects to maximize growth opportunities
Strategically engage with all levels of professionals and managers across the enterprise

Requirements:

7+ years of Wealth Market Growth Strategy experience or equivalent through work experience, training, military experience, or education
Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)
Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Extensive experience in wealth management and investment sales environments
Deep understanding of advisor business models, client needs, and full balance sheet strategies
Proven success in territory management including strategic planning, execution, and performance tracking
Skilled in coaching and influencing Financial Advisors
Proficient in translating complex financial concepts into clear strategic guidance
Strong presentation, facilitation, and communication capabilities
Experience leading advisor meetings
FINRA Series 63 and Series 65 (or 66) examinations must be completed within 90 or 180-day time period following commencement of employment
Compliance with state law registration and licensing requirements
Meeting enhanced financial fitness and criminal background standards

Nice to have:

FINRA Series 63 and 65 (or 66) exams completed
Experience in wealth management and investment sales environments
Understanding of advisor business models and full balance sheet strategies
Territory management experience
Coaching and influencing skills
Presentation and communication capabilities

Additional Information:

Job Posted:
September 05, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Market Growth Director