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Wells Fargo Small & Business Banking Sales Planning Executive United States, North Carolina, Charlotte 339537534
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The Role
In this role, you will:
- Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
- Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
- Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
- Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
- Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
- Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.
Required Qualifications:
- 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
Desired Qualifications:
- Deep understanding of Small and/or Business Banking and Lending
- Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
- 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
- Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
- Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
- Demonstrated ability to design and implement sales compensation and incentive programs
- Experience managing risk and compliance programs in a sales or financial services environment
- Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
- Excellent communication, collaboration, and stakeholder management skills
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.
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