National Head Of Finet Advisor Engagement & Growth
Wells Fargo
Charlotte, NC, US
Not specified; not specified; not specified
Hybrid
10+ years wealth management experience
7+ years people leadership experience
National relationship management strategy
This role serves as a senior executive responsible for setting and executing the national relationship management strategy for FiNet's independent advisor channel
Job Summary
This role serves as a senior executive responsible for setting and executing the national relationship management strategy for FiNet's independent advisor channel.
The leader will directly manage four Divisional Leaders while ensuring consistent execution of engagement standards across regional markets.
Candidates must possess FINRA Series 7, 65 or 66, and Series 24 licenses to ensure compliance with regulatory requirements.
Matching Summary
This role serves as a senior executive responsible for setting and executing the national relationship management strategy for FiNet's independent advisor channel.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
10+ years wealth management experience
7+ years people leadership experience
National relationship management strategy
Advisor engagement and retention focus
Direct management of divisional leaders
Nice-to-have
Executive presence with business owners
Deep understanding of independent advisor marketplace
Experience in matrixed environment
Strong conflict resolution skills
Proven success leading scaled relationship businesses