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Head of Advisory Growth

Wells Fargo
109528-TX-Riverside Commons Bldg 5 & 6, United States, United Statesfull_timeVerifiedPosted 23 Apr 2025
💰 $300,000/yr($144,400/yr – $300,000/yr)

About the role

About this role:

Wells Fargo is seeking a Head of Advisory Growth as part of the National Sales Team in the Commercial Bank (CB). This leader will be responsible for the Employee Stock Option Program (ESOP) and Heavy Equipment Dealer Group (HEDG) advisory teams, as well as, other growth strategies with the National Sales Team. Learn more about the career areas and business divisions at wellsfargojobs.com.


In this role, you will:

  • Act as a subject matter expert to guide, influence, develop, retain, and grow moderate to high complex and strategic client relationships through the art of advisory services with the relationship management teams, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback

  • Identify opportunities and strategies for process improvement and risk control development across business development, relationship management and national sales team

  • Lead advisors by making strategic decisions to resolve highly complex issues to meet higher risk deliverables; interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk

  • Collaborate with and influence all levels of professionals, including senior leadership, represent the company externally, and strategically lead all levels across the enterprise, to resolve internal escalations, including significant and complex client issues, while achieving Wells Fargo’s business objectives

  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives for multiple areas; develop and guide a culture of talent development to meet business objectives and strategy and serve as a mentor for less experienced individuals

  • Strategically lead team in providing advice for areas of expertise to drive relationship planning activities and maintain sales and pipeline disciplines by keeping information current in relevant systems

  • Lead advisors to support Business Development Representatives in sourcing new Commercial Banking clients, focused on building long-term, profitable relationships through strategic leadership, excellent product knowledge, flawless deal execution, and superior customer service

  • Focus on achieving market or business segment growth and financial objectives while also ensuring adherence to compliance regulations and policies

  • Develop and guide a culture of talent development to meet business objectives and strategy


Required Qualifications:

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

  • 4+ years of management or leadership experience

Desired Qualifications:

  • 8+ years of Commercial Banking Relationship Management experience

  • Demonstrated experience creating sales strategies, developing highly effective sales professionals, and leading change to bring new sales products to market

  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management  

  • Demonstrated experience leading advisors by making strategic decisions to resolve highly complex issues to meet higher risk deliverables

  • Completion of formal credit training program 

  • Demonstrated experience working collaboratively to deliver the organization to clients and prospects

  • Demonstrated experience generating new client relationships, building and retaining long-term client relationships

  • Experience identifying and mitigating risk, ensuring compliance with processes and procedures 

  • Bachelor's degree in business, accounting or finance

  • Excellent verbal, written, and interpersonal communication skills

#commercialbanking 

Job Expectations:

  • This position is not eligible for Visa sponsorship 

  • Specific compliance policies may apply regarding out

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Company

Wells Fargo

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