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Branch Support Manager
Wells FargoBranch Support Manager in Wealth and Investment Management at Wells Fargo. Supervising Client Associates and enhancing operational excellence across markets.
About the role
Key responsibilities & impact- Supervise a team of Client Associates in transactional tasks and processes to ensure timely completion, quality, and compliance
- Advance organizational performance by increasing digital onboarding and money‑movement adoption while reducing operational support issues and documentation errors
- Lead market readiness for new digital tool through proactive oversight and strategic rollout support
- Identify opportunities for process improvement and risk control development in less complex functional areas
- Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations
- Collaborate with the Market Support Manager, peers, colleagues, and mid-level managers as well as interact directly with external customers
- Mentor and guide talent development of direct reports and assist in hiring talent
- 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 Securities 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) sufficient to qualify for immediate FINRA registration
- Client service centric for our internal and external customers
- Understanding of brokerage branch exams and regulatory requirements from an operational support perspective
- Attention to detail and accuracy
- Organizational, multi-tasking, and prioritizing skills are essential
Benefits
Comp & perks- Competitive salary
- Health insurance
- Paid time off
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Securities industry experienceLeadership experienceProcess improvementRisk control developmentOperational supportClient serviceAttention to detailMulti-taskingPrioritizing skills
Soft Skills
Supervisory decision makingCollaborationMentoringTalent developmentCoaching
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66