Sales Enablement Lead – Advisor Recruiting, Integration

Wells Fargo

Sales Enablement Lead advancing advisor recruiting and onboarding integration at Wells Fargo. Delivering tools and insights to enhance outcomes across recruiting lifecycle.

Posted 6/13/2026full-timeCharlotte • California, North Carolina • 🇺🇸 United StatesSenior💰 $185,000 - $300,000 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Drive sales enablement & recruiting execution
Provide sales enablement support to recruiting teams, Market Leaders, and Branch Managers to improve productivity and outcomes
Support execution of go-to-market recruiting strategies across markets and advisor segments
Improve consistency and effectiveness across the recruiting lifecycle—from prospecting through close
Support advisor integration & onboarding enablement
Partner with integration stakeholders to support a seamless transition from candidate acceptance through onboarding
Identify opportunities to improve the advisor onboarding experience, speed to productivity, and early retention
Align recruiting and integration processes to ensure continuity and strong candidate/advisor experience
Lead data-driven insights & performance analytics
Analyze recruiting and integration performance, pipeline activity, and key trends to identify opportunities and risks
Develop dashboards and reporting that provide clear visibility into: Pipeline health and conversion, Recruiting activity and productivity, Integration progress and early success indicators, Market and team performance
Translate complex data into actionable insights that drive decision-making and execution
Support technology integration & innovation
Partner on the integration and optimization of recruiting and onboarding technologies (CRM, data platforms, and emerging AI capabilities)
Identify opportunities to leverage automation, analytics, and AI tools to improve efficiency and effectiveness
Help evolve tools that enhance prospecting, pipeline management, onboarding workflows, and integration tracking
Enhance recruiting content & advisor messaging
Support development of recruiting and onboarding content aligned to the Wells Fargo Advisors value proposition
Create and refine materials that help teams communicate effectively with advisor prospects and new hires
Partner with stakeholders on targeted recruiting and integration campaigns and initiatives
Drive continuous improvement & field enablement
Monitor key performance indicators and feedback loops to identify opportunities to improve recruiting and integration effectiveness
Support training, adoption, and change management for new tools, reporting, and processes
Partner with stakeholders to refine workflows, improve user experience, and strengthen execution across the field
Contribute across initiatives as a flexible, solutions-oriented team member, helping the broader team deliver results

Requirements

What you’ll need

10+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Experience in wealth management, financial services, or advisor recruiting
Experience supporting or partnering with advisor onboarding, integration, or transition teams
Background in technology integration, automation, or AI-enabled workflows
Experience developing sales enablement or marketing content
Strong stakeholder management and cross-functional partnership experience
Interest in continuous learning, innovation, and improving how teams operate
5+ years of experience in sales enablement, business strategy, analytics, recruiting operations, or related field
Experience working with CRM systems (e.g., Salesforce) and data visualization/reporting tools (e.g., Tableau)
Strong analytical and problem-solving skills
Ability to synthesize complex information and communicate clearly to leadership and field teams

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business executionimplementationstrategic planningsales enablementanalyticsrecruiting operationsdata analysisautomationAI-enabled workflowscontent development

Soft Skills

leadershipstakeholder managementcross-functional partnershipanalytical skillsproblem-solvingcommunicationcontinuous learninginnovationflexibilitysolutions-oriented