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Premier Growth Director

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, Charlotte

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Premier Growth Director to support the Premier Channel within Wells Fargo Advisors. This role is ideal for a strategic, performance-driven professional who thrives in a consultative, desk-based environment. The Premier Growth Director will engage with Premier Financial Advisors and Managers to drive sales growth across a broad suite of investment and banking products.

Job Responsibility:

  • Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions
  • Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet solutions
  • Develop strong knowledge of Wells Fargo Advisors market views, products and platforms
  • Collaborate internally to deliver a strong Advisor experience
  • Drive adoption of Wells Fargo products including investment solutions and lending products
  • Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets
  • Review, analyze, and research complex, multi-faceted business challenges within the Premier Channel area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers
  • Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Premier Channel policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives
  • Strategically collaborate and consult with mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs
  • serve as a peer mentor

Requirements:

  • 5+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, education
  • Successfully completed FINRA Series 7 Series 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)
  • Experience in a desk-based sales or consulting role within financial services, preferably supporting Financial Advisors or wealth management professionals
  • Strong understanding of investment products, lending solutions, and deposit strategies across a full balance sheet
  • Familiarity with Premier Channel dynamics, including advisor segmentation, service models, and client engagement strategies
  • Demonstrated ability to drive sales performance through outbound calling, consultative engagement, and territory planning
  • Ability to translate complex financial concepts into actionable strategies for advisors
  • Proven success in advisor onboarding and enablement, including training, product education, and integration support

Nice to have:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Experience in a desk-based sales or consulting role within financial services, preferably supporting Financial Advisors or wealth management professionals
  • Strong understanding of investment products, lending solutions, and deposit strategies across a full balance sheet
  • Familiarity with Premier Channel dynamics, including advisor segmentation, service models, and client engagement strategies
  • Demonstrated ability to drive sales performance through outbound calling, consultative engagement, and territory planning
  • Ability to translate complex financial concepts into actionable strategies for advisors
  • Proven success in advisor onboarding and enablement, including training, product education, and integration support

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 21, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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