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National Head of FiNet Advisor Engagement & Growth

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Wells Fargo

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Location:
United States , Charlotte ▼

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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 Advisors Financial Network (FiNet) is seeking a Head of FiNet Advisor Engagement & Growth to serve as a senior executive and member of the FiNet Management Committee within our fast‑growing independent advisor business. This role is responsible for setting and executing the national relationship management strategy for FiNet, with a focus on practice and advisor engagement, retention, growth, and long‑term satisfaction.

Job Responsibility:

  • Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet
  • Serve as a senior thought partner to the President of FiNet, providing insight on advisor sentiment, engagement trends, retention risks, and growth opportunities
  • Act as an executive ambassador for FiNet with key independent advisory business owners and enterprise stakeholders
  • Directly lead and develop four FiNet Divisional Leaders
  • Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement
  • Own national accountability for advisor engagement, retention, satisfaction, and organic growth across the FiNet platform
  • Ensure consistent execution of minimum contact standards, practice engagement requirements, and data‑driven accountability for advisor outcomes
  • Personally manage and maintain relationships with a select group of strategically important or complex FiNet practices
  • Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors
  • Partner closely with National Sales, Recruiting, Supervision, Marketing, and broader WIM leadership to deliver a seamless, coordinated advisor experience
  • Support the design, rollout, and communication of key strategic initiatives impacting FiNet advisors nationally
  • Evolve the FiNet Advisor Relationship Manager model to support scale, advisor sophistication, and national consistency
  • Leverage data, advisor feedback, and market insights to continuously refine engagement strategies and service delivery
  • Maintain deep expertise in the Wells Fargo Advisors and FiNet platforms, products, and services

Requirements:

  • 10+ years of wealth management advisor engagement, relationship management, or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education
  • 7+ years of people leadership experience, including managing senior leaders or leaders of leaders
  • FINRA Series 7 and 65 or 66
  • Series 24 (or ability to obtain within 90 days of joining)
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
  • FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire
  • Compliance with state law registration and licensing requirements is mandatory
  • In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
  • Additional requirements include meeting enhanced financial fitness and criminal background standards

Nice to have:

  • Executive presence with the ability to engage credibly with independent advisory business owners and senior enterprise leaders
  • Deep understanding of the independent advisor marketplace, including competitive dynamics, trends, challenges, and strategic opportunities
  • Proven ability to translate strategy into disciplined execution across multiple markets
  • Strong relationship‑building, influence, and conflict‑resolution skills
  • Experience operating in a matrixed environment and partnering across large, complex organizations
  • Demonstrated success leading relationship driven businesses at scale within wealth management or financial services

Additional Information:

Job Posted:
March 21, 2026

Expiration:
March 31, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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