Market Growth Director
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Detroit • Missouri • Wisconsin • United States
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Job Level
About the role
- Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the 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 a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances
- Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities
- Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others
- Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies
- Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses
- Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area
Requirements
- 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions
- Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities
- Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights
- Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes
- Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.
Benefits
- In-market travel required on a daily basis
- Willingness to work on-site at stated location on the job opening
- Compliance with state law registration and licensing requirements is mandatory
- Additional requirements include meeting enhanced financial fitness and criminal background standards
- Drug and Alcohol Policy Wells Fargo maintains a drug free workplace
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Wealth Market Growth Strategyinvestment salesfull balance sheet solutionsterritory managementstrategic planningperformance trackingfinancial concepts translationcoaching Financial Advisorsbusiness development strategiesanalytical thinking
Soft Skills
communication capabilitiespresentation skillsfacilitation skillsstrategic engagementinfluencing skillsvision and directioncreativityinnovationcoordinationproblem-solving
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66