National Practice Management Coach

About this role:

Wells Fargo is seeking a National Practice Management Coach in Wealth and Investment Management. The National Practice Management Coach will design, lead, and deliver programmatic coaching initiatives that support the development and success of new financial trainees and enhance ongoing Financial Advisor enrichment efforts. This individual will play a critical role in building structured coaching programs, facilitating best practices, and supporting practice growth and productivity nationwide. Learn more about our career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
• Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
• Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
• Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
• Lead a team to meet business objectives within Business Growth Strategy functional area
• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
• Lead Business Growth Strategy projects and teams
• Serve as a mentor for less experienced individuals

Required Qualifications:

• 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proven experience developing and delivering structured, programmatic coaching initiatives.
• Understanding of the financial services/advisory landscape and advisory business models
• Strong facilitation, presentation, and interpersonal skills
• Ability to work independently and collaboratively across a national footprint
• Strategic thinker with a hands-on, results-driven approach
• Exceptional communication and relationship management skills
• Ability to balance multiple priorities in a fast-paced environment
• Strong analytical and problem-solving skills
• Passion for developing others and promoting growth
• Excellent verbal, written, and interpersonal communication skills
• Leadership experience including mentoring and coaching
• FINRA licenses 7 & 66 preferred but not required

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103
• 301 S Tryon St. Charlotte, NC 28282

Posting End Date:

6 May 2025
*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.