Head of Advisory Growth

Posted 2 Days Ago
Be an Early Applicant
33 Locations
Hybrid
144K-300K Annually
Senior level
Fintech • Financial Services
The Role
Lead the growth strategies for the ESOP and HEDG advisory teams while developing client relationships, managing risks, and achieving financial objectives. Mentor staff and drive business development in commercial banking.
Summary Generated by Built In

About this role:

Wells Fargo is seeking a Head of Advisory Growth as part of the National Sales Team in the Commercial Bank (CB). This leader will be responsible for the Employee Stock Option Program (ESOP) and Heavy Equipment Dealer Group (HEDG) advisory teams, as well as, other growth strategies with the National Sales Team. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

  • Act as a subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic client relationships through the art of advisory services with the relationship management teams, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback

  • Identify opportunities and strategies for process improvement and risk control development across business development, relationship management and national sales team

  • Lead advisors by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk

  • Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives

  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple areas; develop and guide a culture of talent development to meet business objectives and strategy and serve as a mentor for less experienced individuals

  • Strategically lead team in providing advice for areas of expertise to drive relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems

  • Lead advisors to support Business Development Representatives in sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service

  • Focus on achieving market or business segment growth and financial objectives while also ensuring adherence to compliance regulations and policies

  • Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

  • 8+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 4+ years of management or leadership experience

Desired Qualifications:

  • 8+ years of Commercial Banking Relationship Management experience

  • Demonstrated experience creating sales strategies, developing highly effective sales professionals, and leading change to bring new sales products to market

  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management  

  • Demonstrated experience leading advisors by making strategic decisions to resolve highly complex issues to meet higher risk deliverables

  • Completion of formal credit training program 

  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects

  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships

  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures 

  • Bachelor's degree in business, accounting or finance

  • Excellent verbal, written, and interpersonal communication skills

#commercialbanking 

Job Expectations:

  • This position is not eligible for Visa sponsorship 

  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process 

  • Ability to travel up to 50% of the time

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

Work Location:

  • 5000 Riverside Road - Irving, Texas 75039

  • 2030 Main Street - Irvine, California 92614

  • 300 North Meridian Street - Indianapolis, Indiana 46204

  • 3100 West End Avenue - Nashville, Tennessee 37203

  • 299 South Main Street - Salt Lake City, Utah 84111

  • 650 Southwest Bend Street - Bend, Oregon 97702

  • 2500 City West Boulevard - Houston, Texas 77042

  • 21255 Burbank Boulevard - Woodland Hills, California 91367

  • 10 South Wacker Street - Chicago, Illinois 60606

  • 125 High Street - Boston, Massachusetts 02110

  • 100 North 18th Street - Philadelphia, Pennsylvania 19103

  • 1700 K Street Northwest - Washington DC 20006

  • 50 West San Fernando Street - San Jose, California 95113

  • 90 South 7th Street - Minneapolis, Minnesota 55402

  • 111 South Calvert Stret - Baltimore, Maryland 21202

  • 150 East 42nd Street - New York, New York 10017

  • 111 Congress Avenue - Austin, Texas 78701

  • 1700 Lincoln Street - Denver, Colorado 80203

  • 1800 North Magnolia Avenue - Orlando, Florida 32803

  • 100 North Ashly Street - Tampa, Florida 33602

  • 1699 Coral Way - Miami, Florida 33145

  • 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118

  • 171 17th Street Northwest - Atlanta, Georgia 30363

  • 550 South Tryon Street - Charlotte, North Carolina 28202

  • 8601 North Scottsdale Road - Scottsdale, Arizona 85253

  • 1445 Ross Avenue - Dallas, Texas 75202

  • 999 3rd Avenue - Seattle, Washington 98104

  • 401 B Street - San Diego, California 92101

  • 333 Market Street - San Francisco, California 94105

  • 111 West Ocean Boulevard - Long Beach, California 90802

  • 350 West Colorado Boulevard - Pasadena 91105

  • 333 South Grand Avenue - Los Angeles, California 90071

  • 877 West Main Street - Boise, Idaho 83702

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$144,400.00 - $300,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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

Posting End Date:

6 May 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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The Company
HQ: San Francisco, CA
233,000 Employees
Hybrid Workplace
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.

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