Wells Fargo

Senior Branch Complex Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Buffalo • New York • United States

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Job Level

Senior

About the role

  • Recruit experienced Financial Advisors and retain talent to drive growth
  • Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales.
  • Develop the culture to drive employee engagement and growth in a branch or a series of branches
  • Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management
  • Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch
  • Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc.
  • Be a visible leader in the branches and communities they serve
  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives
  • Partner with the entire market leadership team to support the branches and the channels represented in the market

Requirements

  • 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
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 & Tools
Financial AdvisoryP&L managementrisk managementcompliance managementemployee engagement strategiesstrategic vision executionresource allocationnet asset flow managementlending balance managementexception management
Soft Skills
leadershipcollaborationinfluencecommunicationteam managementemployee retentionvisibility in communitypartnership buildingorganizational skillsengagement development
Certifications
FINRA Series 7FINRA Series 63