Wells Fargo Head Wealth & Investment Management Banking 

United States, New York, New York 

332196220

Banking, Lending & Trust Center of Excellence

Wells Fargo’s Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed to:

• Shorten the distance between the client request and the product or service delivery
• Provide access to highly credentialed specialists for all WIM clients through geographically dispersed but centrally managed teams
• Create a more consistent advisor and client experience
• Deliver best-in-class product and service offerings to all client segments

Key Responsibilities

• Deliver the WIM strategic objective of increasing penetration of banking services to WIM clients by developing adoption strategies and working with WIM channel partners.
• Define, measure and actively manage the WIM client experience standards for Banking products.
• Improve and innovate underlying processes through the use of technology and non-tech initiatives.
• Engage with Divisional CRG leaders and National Sales on all banking related initiatives.
• Partner with WIM Head of Lending and WIM Head of Deposits.
• Manage an organization that includes Divisional leaders for WIM Banking and WIM Banking Service team, and the Head of the Legal Specialty Group.
• Develop and guide a culture of talent development to meet business objectives and strategy.
• Engage and influence WIM Banking business leaders, control management, risk, legal, and audit partners to successfully ensure appropriate management of business risk.

Required Qualifications

• 8+ years of wealth management banking experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
• 4+ years of team management experience
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 24 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications

• 8+ years in leadership positions managing large teams of bankers across Wealth Management in large, complex financial organization strongly preferred
• Exceptional verbal, written, and interpersonal communication skills
• Proven ability to collaborate effectively and cultivate strategic partnerships
• Extensive leadership experience with demonstrated success in managing and motivating teams
• Skilled in developing and executing strategies that align with business objectives and enhance client satisfaction
• Consistent record of driving revenue growth and achieving targeted business outcomes

Job Expectations

• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, 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 review process at the time of offer acceptance.
• 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

Pay Range

$290,000.00 - $500,000.00

24 Aug 2025

Wells Fargo Recruitment and Hiring Requirements:

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