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Posted a month ago
Branch Complex Director
Wells FargoBranch Complex Director
Requirements
10+ years Financial Advisory experience, 4+ years management experience, FINRA Series 7 and 63
About the role
Responsibilities
- Lead branch operations within Wealth and Investment Management to drive organic and inorganic growth
- Recruit, retain, and coach experienced Financial Advisors to build a robust talent pipeline
- Manage P&L, expenses, and resource allocation for the assigned branch complex
- Drive financial outcomes including net asset flows, lending balances, and same-store sales
- Foster a culture of high employee engagement and exceptional client service
- Partner with market leadership and centers of excellence to execute strategic vision
- Oversee risk management, compliance, and day-to-day workflow within the branches
Requirements
- 10+ years of Financial Advisory experience (or equivalent experience/education)
- 4+ years of management or leadership experience
- Successfully completed FINRA Series 7 and 63 examinations
Preferred Qualifications
- Proven track record of coaching advisors and driving business growth
- Ability to recruit and retain high-performing financial talent
- Experience managing large, diverse teams and multiple simultaneous initiatives
- Strong ability to identify and manage risk while adhering to governance processes
- Skilled at partnering with key stakeholders to resolve complex client concerns
About the Company
Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.
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Wells Fargo · McLean
