Executive Director jobs in United States, Iowa, Des Moines
Wells Fargo Market Growth Director - Des Moines IA United States, Iowa, West Des Moines
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Growth DirectorThis role is part of theNational Sales organization and is designed for a driven, strategic, and results-oriented professionalThe MarketGrowth Directorwill work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales
In this role, you will:
Strategically engage with Channel Leadership to develop and execute on a territory sales strategy andmaintaina 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
solutionsand 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
highly complexand 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 ofhighly complexactivities and guidance to others
Provide vision, direction andexpertiseto 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 equivalentdemonstratedthrough 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,communicationcapabilities, with experience leading advisor meetings
Job Expectations:
In-market travel required on a daily basis.
Willingness to work on-site at stated location on the job opening
FINRA Series 63 and Series 65 (or66) examinations, or equivalent must be completed within either a 90 or 180-daytime periodfollowing commencement of employment, depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated attimeof 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.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe 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 isrequired
Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) may berequiredfor 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 tocomplywith 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.
Specific compliance policies may applyregardingoutside 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
Des Moines, IA
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
JPMorgan Relationship Executive - Mid-Corporate Banking- Director United States, Iowa, Des Moines
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As a Relationship Executive in Middle Market Banking, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling.
Job Responsibilities
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Understanding of Commercial Banking products and services
- Knowledge of the local market
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
- Bachelors degree and formal credit training preferred
- Excellent verbal, written and listening communication skills
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive client relationships
These jobs might be a good fit
Share
Growth DirectorThis role is part of theNational Sales organization and is designed for a driven, strategic, and results-oriented professionalThe MarketGrowth Directorwill work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales
In this role, you will:
Strategically engage with Channel Leadership to develop and execute on a territory sales strategy andmaintaina 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
solutionsand 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
highly complexand 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 ofhighly complexactivities and guidance to others
Provide vision, direction andexpertiseto 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 equivalentdemonstratedthrough 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,communicationcapabilities, with experience leading advisor meetings
Job Expectations:
In-market travel required on a daily basis.
Willingness to work on-site at stated location on the job opening
FINRA Series 63 and Series 65 (or66) examinations, or equivalent must be completed within either a 90 or 180-daytime periodfollowing commencement of employment, depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated attimeof 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.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe 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 isrequired
Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) may berequiredfor 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 tocomplywith 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.
Specific compliance policies may applyregardingoutside 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
Des Moines, IA
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
