Wells Fargo

Associate Manager – Manager Leadership Program

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Albany • Massachusetts, New York • 🇺🇸 United States

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Salary

💰 $96,000 - $168,000 per year

Job Level

Senior

About the role

  • Assist in the planning and execution of business development, recruiting, team development, branch administration, compliance, and operations in the branch network
  • Work with the Market Manager to support the market business plan, promote the firm in the local community, and grow market share
  • Manage a branch or territory for periods of time to enhance development
  • Assist in supporting and developing the management team with a focus on driving productivity, recruiting new and experienced advisors, expense management and other initiatives
  • Assist in compliance, regulatory, and administrative issues relating to the market
  • Develop relationships with key Financial Advisors and stakeholders to enhance the client experience and increase retention
  • Utilize tools to understand policies and procedures, brokerage operations standards and governing bodies regulatory roles and regulations
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements

  • 5+ years of Financial Advisory Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 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
  • Business development experience
  • Leadership or management experience
  • Ability to interact with all levels of an organization
  • Strong verbal, written, and interpersonal communication skills
  • Ability to foster effective partnerships and innovations
  • Financial services or banking industry experience
  • Knowledge and understanding of investment products and services
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business developmentfinancial advisory leadershipcomplianceregulatory knowledgeexpense managementinvestment productsbrokerage operations standards
Soft skills
leadershipinterpersonal communicationverbal communicationwritten communicationrelationship buildingproblem-solvingcollaboration
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66
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