Wells Fargo Wealth & Investment Management
Wells Fargo Wealth & Investment Management (WIM) provides clients access to some of the United States' leading providers of financial and investment services. Through WIM's businesses, we deliver a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them achieve financial goals.
WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have access to Wells Fargo Advisors, referrals from securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high- and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services.
Banking, Lending & Trust Center of Excellence
Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to:
Shorten the distance between the client request and the product or service delivery
Provide access to highly credentialed specialists for all WIM clients through geographically dispersed but centrally managed teams
Create a more consistent advisor and client experience
Deliver best-in-class product and service offerings to all client segments
Summary of Position
Wells Fargo is seeking a Head of WIM Banking with full business management and leadership responsibilities for this strategic growth area. This leader will be responsible for achieving WIM strategic objectives in providing Banking services to WIM Clients. The Head of Banking will lead a team of Bankers / Banking specialists responsible for all aspects of Banking services to all client segments supported by WIM through the various distribution channels used by WIM. The products provided to clients will span the range from the regular checking / savings accounts to the more complex Treasury management products.
Key Responsibilities
Deliver the WIM strategic objective of increasing penetration of banking services to WIM clients by developing adoption strategies and working with WIM channel partners.
Define, measure and actively manage the WIM client experience standards for Banking products.
Improve and innovate underlying processes through the use of technology and non-tech initiatives.
Engage with Divisional CRG leaders and National Sales on all banking related initiatives.
Partner with WIM Head of Lending and WIM Head of Deposits.
Manage an organization that includes Divisional leaders for WIM Banking and WIM Banking Service team, and the Head of the Legal Specialty Group.
Develop and guide a culture of talent development to meet business objectives and strategy.
Engage and influence WIM Banking business leaders, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk.
Required Qualifications
8+ years of wealth management banking experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
4+ years of team management experience
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications
8+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred
Exceptional verbal, written, and interpersonal communication skills
Proven ability to collaborate effectively and cultivate strategic partnerships
Extensive leadership experience with demonstrated success in managing and motivating teams
Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
Consistent record of driving revenue growth and achieving targeted business outcomes
Job Expectations
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
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
This position is not eligible for Visa sponsorship
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.
$290,000.00 - $500,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:
24 Aug 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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number: R-479665
