דרושים Executive Director ב-United States, California, Pasadena
Wells Fargo Market Growth Director-Valley United States, California, Pasadena
About this role:
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 travelrequiredon a daily basis
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
225 S. Lake Avenue, Pasadena, CA 91101
21600 Oxnard St, Woodland Hills, CA 91367
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
JPMorgan US Private Bank - Banker Vice President Executive Director United States, California, Pasadena
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
משרות נוספות שיכולות לעניין אותך
About this role:
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 travelrequiredon a daily basis
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
225 S. Lake Avenue, Pasadena, CA 91101
21600 Oxnard St, Woodland Hills, CA 91367
Pay Range
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit 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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
