Market Growth Director-Orange County Market

About this role:

Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors.This role is part of theNational Sales organization and is designed for a driven, strategic, and results-oriented professional. The ideal candidate will be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales.Learn more about our career areas and lines of business atwellsfargojobs.com.

In this role, you will:

• Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms

• Partner with Strategic Partners and Internal Centers of Influence to drive sales results

• Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances

• Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

• Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others

• Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

• Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

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

• Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

• Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

• Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

• Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

• Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

• Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings.

Job Expectations:

• In-market travel requiredon a daily basis.

• Willingness to work on-site at stated location on the job opening

• FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.

• Obtaining and/or maintainingappropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position.

• 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. 

• Specific compliance policies may apply regarding outside activities 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. 

• This position is not eligible for Visa sponsorship

Job Locations:

520 Newport Center Drive, Newport Beach, CA 92660