Market Growth Director
Wells Fargo
Market Growth Director
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Richmond • Virginia • 🇺🇸 United States
Visit company websiteJob Level
Lead
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)
- Desired: 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
- Strong presentation, facilitation, and communication capabilities, with experience leading advisor meetings
- In-market travel required on a daily basis; willingness to work on-site at stated location on the job opening
- FINRA Series 63 and Series 65 (or 66) examinations, or equivalent, must be completed within either a 90 or 180-day time period following commencement of employment if not immediately available to transfer upon hire
- Compliance with state law registration and licensing requirements is mandatory; specific product licenses or SAFE licensing may apply
- Additional requirements include meeting enhanced financial fitness and criminal background standards
- Position subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
- For FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
- Obtaining and/or maintaining appropriate FINRA license(s) may be required for ongoing employment in this position
- Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
- This position is not eligible for Visa sponsorship
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Wealth Market Growth Strategyinvestment salesfull balance sheet solutionsterritory managementstrategic planningperformance trackingcoaching Financial Advisorsfinancial insightscomplex financial conceptsbusiness development strategies
Soft skills
communication capabilitiespresentation skillsfacilitation skillsstrategic engagementinfluencing skillsproblem-solvinganalytical thinkingcreativityvisioncoordination
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Securities Industry Essentials (SIE)
