Branch Complex Director
Core
Lead a complex of Wells Fargo Advisors branches to drive organic and inorganic growth in Wealth and Investment Management by coaching Financial Advisors, managing P&L, and overseeing client service and risk.
Role type
Senior IC Branch Complex Director
Builds
Branch operations, Financial Advisor teams, and client relationships
Domain
Financial Services / Wealth Management
Required skills
Financial Advisory experience, team leadership, P&L management, risk/compliance management, talent recruitment and retention, strategic planning, stakeholder collaboration
Preferred skills
Coaching and driving growth, managing large diverse teams, balancing multiple initiatives, solving client concerns
Technologies
FINRA Series 7, 63, 9, 10, 65, 66, SIE
Responsibilities
Recruit and retain experienced Financial Advisors; lead team to grow financial outcomes through net asset flows and lending balances; develop culture for employee engagement; manage staff, risk/compliance, and expense/P&L; execute strategic vision of WIM group; collaborate with senior managers and home office departments; be a visible leader in branches and communities; manage allocation of people and financial resources
Seniority
Senior, hands-on IC