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Wells Fargo National Sales Program & Initiatives Lead 
United States, Missouri, Saint Louis 
893209705

24.04.2025

About this role:

Wells Fargo is seeking a. In this role, you will be responsible for developing and managing a comprehensive National Call Strategy for all of WIM with a primary focus on the weekly National Advisor Call. You will work closely with leaders across all levels of the organization to drive meaningful engagement, ensure consistent messaging, and deliver high-impact content. This role also requires strong collaboration with senior leadership, as well as legal and compliance partners, to ensure all communications are aligned with firm policies and regulatory standards.


In this role, you will:

  • Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives

  • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate

  • Review strategic approaches and effectiveness of support function and business performance

  • Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations

  • Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans

  • Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives

  • Influence, guide and lead less experienced Strategy and Execution staff within the group


Required Qualifications:

  • 5+ years ofBusiness Execution, Implementation, or Strategic Planningexperience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Strong understanding of the Wealth & Investment Management (WIM) Business

  • Strong lens on risk with established key relationships across WIM

  • Partner well with compliance, legal, and WIM Centers of Excellence to ensure quality of calls.

  • Ability to take initiative, work independently with minimal supervision, and demonstrate urgency and project management on assigned tasks

  • Effective critical thinking, communication, and credible challenge skills

  • Ability to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are important

  • Excellent verbal, written, and interpersonal communication skills.

  • Strong experience with Microsoft Teams, with the ability to manage live calls, coordinate presentations and drive seamless collaboration across a national audience

  • Strong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.

  • Series 7 License

Job Expectations:

  • This position is not eligible for Visa sponsorship

  • This position offers a hybrid work schedule

  • Specific compliance policies may apply regarding outside activities and/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

Job Location:

  • 2801 Market St, F & L Bldg. Saint Louis, MO 63103

  • 301 S Tryon St. Charlotte, NC 28282

  • 500 W 33rd St. New York, NY 10001

Pay Range

$96,600.00 - $171,800.00

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

5 May 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.