Wells Fargo

National Head of FiNet Advisor Engagement – Growth

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Florida • Montana • United States

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Job Level

Lead

About the role

  • Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet, ensuring alignment with FiNet’s growth objectives and the broader WIM organization
  • 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, ensuring consistent execution of engagement standards while allowing flexibility for regional market dynamics.
  • Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement across the national relationship management organization.
  • Establish clear performance expectations, success metrics, and development pathways for divisional and senior relationship management leaders.
  • 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, as appropriate.
  • Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors to foster growth, engagement and knowledge expansion.
  • 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 while preserving a high-touch experience.
  • 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 to ensure relevance and credibility with advisors.

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.
  • 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.
  • FINRA Series 7 and 65 or 66. Series 24 (or ability to obtain within 90 days of joining)
Benefits
  • Hybrid work schedule
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
wealth managementrelationship managementadvisor engagementstrategic initiativesdata-driven accountabilityperformance metricsmarket insightstalent developmentexecution strategyconflict resolution
Soft Skills
leadershipinfluencecommunicationcollaborationaccountabilitycontinuous improvementexecutive presencerelationship buildingengagementflexibility
Certifications
FINRA Series 7FINRA Series 65FINRA Series 66FINRA Series 24 (or ability to obtain)leadership training certificationswealth management certificationsfinancial services certificationsexecutive leadership programsconflict resolution certificationsstrategic management certifications