Branch Support Manager

Wells Fargo

. Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates .

Posted 4/24/2026full-timeNew Orleans • Louisiana • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
Ensure Client Associates are trained in key CRG ease of doing business initiatives
Visit branches across the Market to oversee operational/support practices and coach on operational risk

Requirements

What you’ll need

4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ years of leadership experience
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents)
Familiarity with Support Center model
Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Strong verbal, written, and interpersonal communication skills.

Benefits

Comp & perks

Up to 20% travel 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score

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Hard Skills & Tools

FINRA Series 7FINRA Series 63FINRA Series 66operational transaction requestscompliance policiesregulatory requirementsonboardingtrainingclient service

Soft Skills

leadershipattention to detailorganizational skillsmulti-taskingprioritizingverbal communicationwritten communicationinterpersonal communication