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About this Role:
Wells Fargo is seeking ato join the
This high-impact role blends strategic initiative leadership with oversight of pricing and agreements functions. You will administer advisor incentive programs, manage a $100M+ working capital loan facility for advisors, and ensure supervisory controls for accurate financial operations. You will also lead select strategic projects that enhance FiNet’s value proposition in the independent advisor marketplace.
In this role, you will:
Administer and manage FiNet incentive programs and working capital loan program
Lead strategic initiatives that drive growth, efficiency, and advisor satisfaction
Ensure compliance and accuracy in financial transactions and agreement documentation
Partner with internal stakeholders to implement business strategies
Analyze data and performance metrics to identify opportunities and recommend solutions
Develop and maintain supervisory controls and reporting mechanisms
Present findings and recommendations to senior leadership and cross-functional teams
Multitask effectively across diverse topics—from initiative execution to pricing analysis to conversations with advisors
Adapt quickly to shifting priorities and business needs in a dynamic environment
Mentor junior team members and contribute to a collaborative team culture
Required Qualifications:
5+ years of experience in Business Execution, Implementation, or Strategic Planning (or equivalent experience through work, training, military service, or education)
DesiredQualifications:
Experience in financial services, wealth management, or independent financial advisory practices
Proven ability to lead cross-functional initiatives and manage complex projects
Strong understanding of incentive programs and pricing models
Excellent analytical, problem-solving, and decision-making skills
Strong communication and presentation abilities with senior stakeholders
Proficiency in Excel, PowerPoint, and data visualization tools
Familiarity with regulatory and compliance standards in financial services
Demonstrated ability to shift seamlessly between strategic thinking, operational execution, and stakeholder engagement
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Job Location:
2801 Market St. Saint Louis, MO 63103
90 S 7th St. Minneapolis, MN 55402
550 S Tryon St. Charlotte, NC 28202
150 E 42nd St. New York, NY 10017
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.
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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