National Head of FiNet Advisor Engagement & Growth at Wells Fargo

St. Louis, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Relationship management, Strategic leadership, Financial advisor engagement, Team leadership, Business development, Stakeholder management, Conflict resolution, Financial services, Operational strategy, Performance management, Market analysis, Regulatory compliance, Executive presence, Matrixed organization management

Industry

Financial Services

Description

Wells Fargo Advisors Financial Network: Wells Fargo Advisors Financial Network (FiNet) is the independent advisor channel within Wells Fargo Wealth & Investment Management (WIM). With over 570 practices and 2700 financial advisor’s FiNet is one of the largest independent broker dealers in the country and the fastest growing channel for Wells Fargo Wealth & Investment Management. Growing independence is top strategic priority for WIM. About this role: Wells Fargo Advisors Financial Network (FiNet) is seeking a Head of FiNet Advisor Engagement & Growth to serve as a senior executive and member of the FiNet Management Committee within our fast‑growing independent advisor business. This role is responsible for setting and executing the national relationship management strategy for FiNet, with a focus on practice and advisor engagement, retention, growth, and long‑term satisfaction. The Head of FiNet Advisor Engagement & Growth will provide enterprise‑level leadership over FiNet’s relationship management model, directly managing four FiNet Divisional Leaders, who in turn lead regional relationship management teams. This role reports directly to the President of FiNet and works in close partnership with senior leaders across Sales, Recruiting, Supervision, Marketing, Operations, and Wealth & Investment Management (WIM). This leader will ensure consistent delivery of the FiNet Advisor Engagement Model nationwide while continuously evolving the model to support scale, advisor complexity, and growth ambitions. In this role, you will: National Leadership & Strategy Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet, ensuring alignment with FiNet’s growth objectives and the broader WIM organization Serve as a senior thought partner to the President of FiNet, providing insight on advisor sentiment, engagement trends, retention risks, and growth opportunities. Act as an executive ambassador for FiNet with key independent advisory business owners and enterprise stakeholders. Divisional & People Leadership Directly lead and develop four FiNet Divisional Leaders, ensuring consistent execution of engagement standards while allowing flexibility for regional market dynamics. Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement across the national relationship management organization. Establish clear performance expectations, success metrics, and development pathways for divisional and senior relationship management leaders. Advisor Engagement & Growth Own national accountability for advisor engagement, retention, satisfaction, and organic growth across the FiNet platform. Ensure consistent execution of minimum contact standards, practice engagement requirements, and data‑driven accountability for advisor outcomes. Personally manage and maintain relationships with a select group of strategically important or complex FiNet practices, as appropriate. Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors to foster growth, engagement and knowledge expansion. Enterprise Collaboration & Issue Resolution Partner closely with National Sales, Recruiting, Supervision, Marketing, and broader WIM leadership to deliver a seamless, coordinated advisor experience. Support the design, rollout, and communication of key strategic initiatives impacting FiNet advisors nationally. Operating Model & Continuous Improvement Evolve the FiNet Advisor Relationship Manager model to support scale, advisor sophistication, and national consistency while preserving a high‑touch experience. Leverage data, advisor feedback, and market insights to continuously refine engagement strategies and service delivery. Maintain deep expertise in the Wells Fargo Advisors and FiNet platforms, products, and services to ensure relevance and credibility with advisors. Required Qualifications: 10+ years of wealth management advisor engagement, relationship management, or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education. 7+ years of people leadership experience, including managing senior leaders or leaders of leaders. Desired Qualifications Executive presence with the ability to engage credibly with independent advisory business owners and senior enterprise leaders. Deep understanding of the independent advisor marketplace, including competitive dynamics, trends, challenges, and strategic opportunities. Proven ability to translate strategy into disciplined execution across multiple markets. Strong relationship‑building, influence, and conflict‑resolution skills. Experience operating in a matrixed environment and partnering across large, complex organizations. Demonstrated success leading relationship driven businesses at scale within wealth management or financial services. FINRA Series 7 and 65 or 66. Series 24 (or ability to obtain within 90 days of joining) Job Expectations: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 63 examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position offers a hybrid work schedule Ability to travel up to 50% of the time Posting Locations: Charlotte, NC St. Louis, MO West Palm Beach, FL Posting End Date: 19 Apr 2026 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities

The Head of FiNet Advisor Engagement & Growth is responsible for setting and executing the national relationship management strategy to drive advisor engagement, retention, and growth. This executive role involves leading divisional teams, fostering enterprise collaboration, and maintaining key relationships with independent advisory business owners.