Job Information

Wells Fargo Head of Centralized Support, WIM Advice & Planning in Charlotte, North Carolina

Job Description

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.98 trillion in assets. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet ( and mobile banking, and has offices in 31 countries and territories to support customers who conduct business in the global economy. With approximately 263,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 30 on Fortune's 2020 rankings of America's largest corporations.

Wealth and Investment Management (WIM)

WIM provides personalized wealth management solutions that meet clients' unique needs, including asset management, brokerage, private banking, estate planning strategies, trust, insurance, investment advisory, wealth planning, and retirement solutions for individuals and institutional clients.

Advice & Planning COE

Advice & Planning is a newly created Center of Excellence in Wealth & Investment Management. The primary mission of the team is to propagate Advice across the wealth continuum, helping our clients to make (incrementally) better financial decisions. The Advice & Planning team will focus on implementing a systematic, scaled 'Advice Framework' that will connect our understanding of clients' financial lives to their financial strategy so that clients' situation can be revisited on an ongoing basis. In this way, we can create clients for life, while also deepening and broadening client relationships as their lives – and our relationship with them – evolves. A standardized Advice Framework will also serve to lay the foundation for future growth by setting clear expectations with prospects on the value they can anticipate receiving from their relationship with Wealth & Investment Management.

The Role

The Head of Centralized Support will be responsible for leading a team of centralized Advice subject matter experts to disseminate guidance in line with the Advice framework. Responsible for developing and maintaining partnerships with our Client Relationship Group, Service Management teams, and COEs across WIMs lines of business and with the Community Bank.

Specific responsibilities include but are not limited to:

  • Develop parameters and boundary conditions for Centralized Support Advice framework and service/advice offerings to advisors

  • Responsible for developing the centralized support Advice strategy around proactive and reactive advisor needs

  • Develop, track and assess system for tracking engagement with advisors and leaders (types of engagements, length and effectiveness of engagements, survey's, etc.)

  • Support practice management team with education and content/curriculum development to support advisor/leader gaps

  • Work with Advice Enablement team on initial and evolutionary build out of Advice products

  • Creates service level agreements and key performance indicators to benchmark success with WIM leaders on practice management and leadership delivery aligned to business goals.

  • Ensure strong engagement and execution on enterprise and WIM Risk Priorities.

  • Lead in a matrixed environment and navigate across all levels of leadership

Location: Charlotte NC; New York City, NY; San Francisco, CA; WIM hub locations will be considered

Required Qualifications

  • 10+ years of leadership experience

Other Desired Qualifications

  • Professional designation CIMA, CPWA, CFA, CPA, JD, CFP, CAP or equivalent

  • Experience building successful relationships and driving for business results

  • Ability to manage highly complex issues and negotiate solutions across business lines

  • Proven ability to quickly learn and apply significant business processes

  • Strong relationship management, Leadership skills, Solid conflict management, negotiation and organizational effectiveness techniques

Job Expectations

  • Registration for FINRA Series 66 (or 63 and 65) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Registration for FINRA Series 9/10 or FINRA Series 24 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Company: Wells Fargo

Req Number: 5560769-3

Updated: 2021-01-16 22:22:22.358 UTC

Location: Charlotte,NC