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  • Channel Execution Manager: FiNet

    Wells Fargo (Charlotte, NC)



    Apply Now

    About this role:

    Wells Fargo Advisors Financial Network (FiNet), the independent broker dealer arm of Wells Fargo Wealth and Investment Management (WIM), is seeking a Channel Execution Manager to drive strategic and tactical initiatives aimed at improving the overall competitiveness of our platform. The Channel Execution Manager (Sr. Lead Business Execution Consultant) will report to the President of the business and be a key member of the management team. The core responsibilities include developing, implementing, and executing business initiatives and programs designed to improve FiNet's competitiveness working in collaboration with product, technology, compliance, risk and legal groups across WIM.

    In this role, you will:

    + Act as a Business Execution advisor to leadership to drive performance and initiatives, and develop and implement information delivery or presentations to key stakeholders and senior management

    + Lead the strategy and resolution of highly complex and unique challenges related to Business Execution that require solid analytical skills, extensive knowledge of Business Execution, and understanding of business, delivering longer term and large-scale solutions

    + Provide vision, direction, and expertise to senior leadership for implementing innovative and significant business solutions that are large scale and cross organizational

    + Lead team meetings or steering committee to facilitate decision making and support implementation of recommendations and plans

    + Strategically engage with all levels of professionals and managers across multiple lines of businesses and serve as an experienced advisor to the leadership

    + Provide direction to a cross functional team using business expertise

    Required Qualifications:

    + 7+ 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:

    + 7+ years of experience in the independent advisor or Registered Independent Adviser channels with an emphasis on business and program execution

    + Proven track record of leading complex projects from conception to execution, with a strong emphasis on delivering results

    + Exceptional problem-solving skills, with the ability to navigate ambiguity and push through resistance to achieve project goals

    + Strong interpersonal, presentation and communication skills, with the ability to influence and engage stakeholders at all levels

    + Experience in change management and fostering a culture of innovation within teams

    + Knowledge of the independent advisor landscape and an understanding of the challenges faced by advisor business owners is highly desirable

    + Successfully completed FINRA Series 7 and 63 (or 65) exams to qualify for immediate registration (or FINRA recognized equivalents)

    Job Expectations:

    + Ability to travel up to 15% of the time

    + 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 subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

    + This position is not eligible for Visa sponsorship

    Posting Location(s):

    + 550 S. Tryon Street – Charlotte, NC 28202

    + 2801 Market Street - Saint Louis, MO 63103

    + 500 W 33rd Street – New York, NY 10001

    + Required location listed above. Relocation assistance is not available for this position.

     

    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.

     

    $120,400.00 - $287,600.00

     

    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:

    9 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 (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-449713

     


    Apply Now



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