Branch Complex Manager

Wells Fargo - Winchester, VA

Full-time - Manager

Winchester, VA

Credit Intermediation and Related Activities

About the position

The Branch Complex Manager at Wells Fargo Advisors is responsible for leading multiple branches within a market, focusing on both organic and inorganic growth. This role involves coaching Financial Advisors to enhance client acquisition and deepen existing relationships, while also managing the hiring and development of a strong team. The manager will oversee daily operations, ensure compliance, and maintain strong partnerships within the organization and the community. Additionally, the role includes accountability for the branches' P&L and expense management, as well as collaboration with market leadership to drive overall growth.

Responsibilities

• Recruit experienced Financial Advisors and retain talent to drive growth
• Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales
• Develop the culture to drive employee engagement and growth in a branch or a series of branches
• Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management
• Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch
• Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc.
• Be a visible leader in the branches and communities they serve
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives
• Partner with the entire market leadership team to support the branches and the channels represented in the market

Requirements

• 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management experience
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice-to-haves

• Ability to recruit and retain high performing Financial Advisors
• Ability to balance multiple initiatives
• Ability to effectively manage a large and diverse team of direct reports
• Proven track record of coaching and driving growth
• Experience identifying and managing risk while adhering to governance processes
• Ability to partner with key stakeholders to solve problems and client concerns