Branch Complex Director at Wells Fargo - ScoutJobs - The AI-curated global job board
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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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Branch Complex Director

Wells Fargo · McLean

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