WF
Wells Fargo
Charlotte, NC, USA
Apr 01, 2026
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About this role: Wells Fargo is seeking an experienced leader to manage the Growth team of financial advisors within Digital & Direct Investments, a key client channel in Wealth and Investment Management (WIM). This leadership role focuses on delivering an industry‑leading digital wealth management client experience for both new and existing Wells Fargo clients, while driving growth through relationship development and advice engagement. The Growth team is responsible for connecting clients to the full suite of Wells Fargo investment products, financial planning solutions, and banking services, helping clients meet a wide range of financial needs. The ideal leader will combine advisor leadership, client experience strategy, and digital investing expertise to support scalable growth across the Direct‑to‑Client platform. In this role, you will: Lead and develop Financial Relationship Advisory team Assess current financial portfolio and recommend changes Identify...
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