Sales Enablement – Advisor Recruiting & Integration

Wells Fargo

Wells Fargo financial services sales enablement leader advancing advisor recruiting and onboarding integration. Building analytics, content, CRM, automation, and AI-enabled workflows to improve advisor productivity and field execution.

Posted 8/18/2026full-timeMinneapolis • California, Minnesota, North Carolina • 🇺🇸 United StatesSeniorLead💰 $175,000 - $279,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in sales enablement, advisor onboarding, and data analysis to drive recruitment strategies and improve integration processes. Proficient in leveraging CRM systems and data visualization tools to enhance performance metrics and support decision-making.

Highest-signal resume keywords

Sales EnablementAdvisor OnboardingData AnalysisCRM SystemsWealth Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Growth StrategySales Enablement Content DevelopmentData VisualizationAnalyticsRecruiting OperationsAutomationAI-Enabled WorkflowsPerformance MonitoringPipeline ManagementStakeholder Management

Soft Skills

Problem-SolvingCommunicationCross-Functional PartnershipFlexibilitySolutions-Oriented

Tools & Technologies

SalesforceTableauCRM SystemsData PlatformsReporting Tools

Industry Keywords

Wealth ManagementFinancial ServicesAdvisor RecruitingRecruiting LifecycleMarket Performance

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Provide sales enablement support to recruiting teams, Market Leaders, and Branch Managers
Support go-to-market recruiting strategies across markets and advisor segments
Improve execution across the recruiting lifecycle from prospecting through close
Support advisor integration from candidate acceptance through onboarding
Improve advisor onboarding experience, speed to productivity, and early retention
Analyze recruiting and integration performance, pipeline activity, and trends
Develop dashboards and reporting for pipeline health, conversion, recruiting productivity, integration progress, market performance, and team performance
Translate complex data into actionable insights for decision-making and execution
Support integration and optimization of CRM, data platforms, and emerging AI capabilities
Identify automation, analytics, and AI opportunities
Enhance prospecting, pipeline management, onboarding workflows, and integration tracking tools
Develop recruiting and onboarding content aligned to the Wells Fargo Advisors value proposition
Create materials for advisor prospects and new hires
Support targeted recruiting and integration campaigns
Monitor KPIs and feedback loops
Support training, adoption, and change management for tools, reporting, and processes
Refine workflows, improve user experience, and strengthen field execution
Contribute as a flexible, solutions-oriented team member across broader initiatives

Requirements

What you’ll need

7+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
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
5+ years of experience in sales enablement, business strategy, analytics, recruiting operations, or a related field
Experience working with CRM systems such as Salesforce
Experience with data visualization/reporting tools such as Tableau
Strong analytical and problem-solving skills
Ability to synthesize complex information and communicate clearly to leadership and field teams
Ability to travel up to 75% of the time
This position is not eligible for Visa sponsorship

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
Incentive opportunities may be available