Senior Technology Demonstration Lead

Wells Fargo

Technology Demonstration Senior Lead showcasing Wells Fargo Advisors' platform capabilities to prospective advisors. Engaging with advisors to influence decisions and drive growth success.

Posted 7/21/2026full-timeCharlotte • California, Minnesota, Montana, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $139,000 - $217,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Business Growth Strategy by effectively translating technology capabilities into business outcomes, enhancing advisor experience, and driving adoption of financial platforms. Strong ability to collaborate with cross-functional teams and deliver impactful technology demonstrations tailored to advisor needs.

Highest-signal resume keywords

Business ExecutionStrategic PlanningFinancial Advisor SupportTechnology DemonstrationPipeline Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Account OpeningFinancial PlanningPortfolio ManagementTrading FunctionalityBusiness Outcomes TranslationAdvisor Technology EcosystemsGrowth Strategy DevelopmentEvent CoordinationClient-Facing PresentationsDemonstration Effectiveness

Soft Skills

Strong CommunicationPresentation SkillsCollaborative MindsetSimplifying Complex ConceptsContinuous Improvement Mindset

Industry Keywords

Wealth ManagementAdvisor WorkflowsTechnology PositioningCompetitive DifferentiationAdvisor Lifecycle

About the role

Key responsibilities & impact

Act as an advisor within the Business Growth Strategy functional area to senior leadership to develop and influence initiatives that promote and advance companywide finance growth opportunities
Deliver engaging virtual and in-person technology demonstrations to prospective advisors and teams, highlighting key workflows across the advisor lifecycle
Translate platform capabilities into tangible business outcomes, including account opening efficiency, client and portfolio management, financial planning, reporting, and trading functionality
Participate in processes to identify and evaluate acquisition opportunities and support growth strategies aligned with advisor recruiting and platform expansion
Lead business development strategies requiring in-depth evaluation of advisor needs, technology positioning, and competitive differentiation
Support Business Growth Strategy initiatives designed to maximize growth opportunities, improve advisor experience, and increase adoption of key platform capabilities
Provide vision, direction, and expertise to leadership on innovative strategies that integrate technology demonstrations with broader recruiting and growth objectives
Partner closely with Recruiting, Market Leaders, Product teams, and other stakeholders to align demonstrations with advisor priorities and business goals
Manage demonstration pipeline activities, including coordination, scheduling, delivery, and follow-up to ensure a consistent and high-quality experience
Participate in onboarding sessions, workshops, and training efforts to reinforce platform value and drive adoption among new advisors
Maintain strong awareness of platform enhancements, advisor technology trends, and competitive positioning to continuously refine demonstration messaging
Collaborate across all levels of professionals and managers companywide and serve as a trusted advisor within the Business Growth Strategy functional area

Requirements

What you’ll need

7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Strong communication and presentation skills with the ability to simplify complex technology concepts into clear, advisor-relevant value propositions
Experience supporting financial advisors, wealth management platforms, or advisor technology ecosystems
Demonstrated ability to connect technology capabilities to business outcomes such as productivity, growth, and client experience
Collaborative mindset with experience partnering across recruiting, field leadership, and product teams
Ability to operate effectively in a fast-paced, high-demand environment with multiple stakeholders
Experience managing pipelines, coordinating events, or delivering client-facing presentations or demonstrations
Knowledge of advisor workflows including account opening, financial planning, portfolio management, and trading
Continuous improvement mindset with focus on enhancing user experience and demonstration effectiveness

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