National Sales Program & Initiatives Lead

About this role:

Wells Fargo is seeking a National Sales Program & Initiatives Lead. In this role, you will be responsible for developing and managing a comprehensive National Call Strategy for all of WIM with a primary focus on the weekly National Advisor Call.  You will work closely with leaders across all levels of the organization to drive meaningful engagement, ensure consistent messaging, and deliver high-impact content.  This role also requires strong collaboration with senior leadership, as well as legal and compliance partners, to ensure all communications are aligned with firm policies and regulatory standards.  

In this role, you will:

• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives

• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate

• Review strategic approaches and effectiveness of support function and business performance

• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations

• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans

• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives

• Influence, guide and lead less experienced Strategy and Execution staff within the group

Required Qualifications:

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong understanding of the Wealth & Investment Management (WIM) Business

• Strong lens on risk with established key relationships across WIM

• Partner well with compliance, legal, and WIM Centers of Excellence to ensure quality of calls.

• Ability to take initiative, work independently with minimal supervision, and demonstrate urgency and project management on assigned tasks  

• Effective critical thinking, communication, and credible challenge skills

• Ability to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are important

• Excellent verbal, written, and interpersonal communication skills.

• Strong experience with Microsoft Teams, with the ability to manage live calls, coordinate presentations and drive seamless collaboration across a national audience

• Strong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.

• Series 7 License

Job Expectations:

• This position is not eligible for Visa sponsorship

• This position offers a hybrid work schedule

• Specific compliance policies may apply regarding outside activities and/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

Job Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103

• 301 S Tryon St. Charlotte, NC 28282

• 500 W 33rd St. New York, NY 10001

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.

$96,600.00 - $171,800.00

Posting End Date:

5 May 2025

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.