Financial Relationship Advisory Senior Manager

Wells Fargo

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Supervising advisory operations
Driving strategic business performance
Developing talent and executing plans
** Wells Fargo is seeking a Financial Relationship Advisory Senior Manager to lead teams of Financial Advisors in the Wealth & Investment Management sector. The role entails overseeing daily advisory operations, driving productivity and asset growth, and ensuring compliance within a regulated environment. **

Job Summary

  • This leader will oversee teams of Financial Advisors driving strategic business performance, advisor productivity, asset growth, and risk‑managed client outcomes.
  • The role is responsible for supervising day‑to‑day advisory operations, developing talent, executing business plans, and ensuring compliance with regulatory and supervisory requirements.
  • Develop and guide a culture of talent development to meet business objectives and strategy.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Financial Relationship Advisory Senior Manager to lead teams of Financial Advisors in the Wealth & Investment Management sector. The role entails overseeing daily advisory operations, driving productivity and asset growth, and ensuring compliance within a regulated environment. **

Skills & Requirements

Must-have

  • supervising advisory operations
  • driving strategic business performance
  • developing talent and executing plans
  • risk-managed client outcomes
  • asset growth and advisor productivity

Nice-to-have

  • leading through change initiatives
  • building high-performing teams
  • stakeholder management and influencing
  • driving operational efficiency

Key Requirements

  • 7+ years Financial Relationship Advisory experience
  • 3+ years management or leadership experience
  • FINRA Series 7 and 66 (or 63 and 65) examinations
  • FINRA Series 9 and 10 desired

Work Rights

Not specified

Tailored Resume

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