WF
Wells Fargo
Charlotte, NC, USA
Apr 01, 2026
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About this role: Wells Fargo is seeking a proven leader to manage the Digital High Net Worth (DHNW) advisory team within Digital & Direct Investments, a key client channel in Wealth and Investment Management (WIM). The DHNW team is responsible for delivering an industry‑leading digital and advisor‑led experience to Wells Trade’s most valued high net worth clients, combining personalized financial guidance with scalable digital solutions. This role focuses on deepening client relationships by connecting clients to the full range of Wells Fargo investment products, planning capabilities, banking solutions, and wealth management services to support their evolving financial needs. The ideal leader will bring expertise in high net worth client engagement, digital advice platforms, advisor leadership, and client experience strategy to drive growth and retention within the digital wealth channel. In this role, you will: Lead and develop Financial Relationship Advisory...
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