About this role:
Wealth and Investment Management (WIM) Marketing plays a key role as a thought leader improving business growth through enhanced client experiences, and delivering measurable business outcomes. We are focused on helping advisors grow their relationships, broaden the opportunities to serve clients and build their brand. This focus creates opportunities for purpose-driven and results-oriented leaders to have a significant impact on our clients and communities and ultimately help shape and define the growth of our business.
We are seeking a Senior Marketing Manager (Senior Lead Marketing Consultant) to support our independent financial advisor channel, Wells Fargo Advisors Financial Network (FiNet). This role will serve as the primary liaison between FiNet leadership, WIM Marketing, and the group of over 550 independent financial advisory businesses that operate within FiNet. As a member of the Wells Fargo Wealth and Investment Management Marketing organization and a member of the senior leadership team for the FiNet business, this role will be accountable to deliver value added marketing consultation, services and content to the businesses FiNet supports, including creating and delivering education on marketing, branding, social media and digital strategies to independent financial advisor business owners and their staff.
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In this role, you will:
- Lead the planning and execution of marketing activities and projects that directly support or assist in implementation of growth opportunities for FiNet's independent business owner clients.
- Support the recruiting of new independent financial advisors to FiNet, by presenting marketing capabilities to prospective advisors and supporting the transition of marketing efforts for advisors coming to FiNet.
- Ensure adherence to brand standards and compliance regulations and policies. Resolve complex and unique challenges and collaborate across business lines to develop long-term solutions.
- Provide vision and develop sales and growth strategies for FiNet's independent advisor practices.
- Analyze and interpret trends and build subject matter expertise to ensure adherence to legal, compliance, privacy regulations and policies related to marketing.
- Lead cross functional teams and large-scale projects to develop marketing strategies and meet business objectives.
- Collaborate with other divisional marketing managers to problem solve and create new tools for financial advisors.
- Serve as a mentor and coach for less experienced individuals.
- 7+ years of marketing, digital marketing, digital platforms (i.e. mobile or social media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of marketing experience in one or a combination of the following of the following industries: Wealth Management, Brokerage or Financial Services
- 5+ years of experience in the independent financial advisor or Registered Investment Advisor channels
- Demonstrated experience in marketing strategy and execution including digital marketing and social media.
- Experience developing and executing marketing strategy aligned to data driven business outcomes such as increased client acquisition, share of wallet growth and financial advisor recruiting
- Demonstrated ability to influence senior leadership and collaborate to drive business outcomes for financial advisors
- Experience interacting and partnering with all levels of associates, financial advisors, and business units on marketing strategy
- Expert knowledge and understanding of wealth management services and advice delivery
- Excellent verbal, written, and interpersonal communication skills
- Exceptional presentation skills
- Ability to create dynamic marketing related PowerPoint presentations including charts and graphs
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
- Ability to travel up to 25% of the time
- This position is not eligible for Visa sponsorship
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
- 2801 Market Street, F & L Building - Saint Louis, MO 63103
- 550 S 4th Street - Minneapolis, MN 55415
- 30 Hudson Yards - New York, NY 10010
- 550 S Tryon Street - Charlotte, NC 28202
- Required locations listed above. Relocation assistance is not available for this position.
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $237,100.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
23 Dec 2024
* 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.
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.