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National Sales Program & Initiatives Lead

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  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Business, Operations & Strategy
  • St. Louis

Requirements

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Strong understanding of the Wealth & Investment Management (WIM) Business
  • Strong lens on risk with established key relationships across WIM
  • Partner well with compliance, legal, and WIM Centers of Excellence to ensure quality of calls.
  • Ability to take initiative, work independently with minimal supervision, and demonstrate urgency and project management on assigned tasks
  • Effective critical thinking, communication, and credible challenge skills
  • Ability to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are important
  • Excellent verbal, written, and interpersonal communication skills.
  • Strong experience with Microsoft Teams, with the ability to manage live calls, coordinate presentations and drive seamless collaboration across a national audience
  • Strong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.
  • Series 7 License

Responsibilities

  • Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
  • Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
  • Review strategic approaches and effectiveness of support function and business performance
  • Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
  • Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
  • Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
  • Influence, guide and lead less experienced Strategy and Execution staff within the group

FAQs

What is the primary responsibility of the National Sales Program & Initiatives Lead?

The primary responsibility is to develop and manage a comprehensive National Call Strategy for all of WIM, with a focus on the weekly National Advisor Call, driving meaningful engagement and ensuring consistent messaging.

What qualifications are required to apply for this position?

A minimum of 5+ years of Business Execution, Implementation, or Strategic Planning experience is required, along with relevant work experience, training, military experience, or education.

Is there a preferred qualification for candidates?

Yes, a strong understanding of the Wealth & Investment Management (WIM) Business is desired, along with experience in risk management and collaboration with legal and compliance partners.

What skills are emphasized for this role?

Effective critical thinking, communication, project management, and organizational skills, as well as the ability to influence and guide other staff, are emphasized.

Is a Series 7 License required for this position?

Yes, a Series 7 License is required for this position.

What is the job location for this position?

The job is located in Saint Louis, MO; Charlotte, NC; and New York, NY.

What is the pay range for this position?

The pay range for this position is $96,600.00 - $171,800.00, depending on various factors including skills and experience.

Are there any specific compliance policies that employees need to consider?

Yes, specific compliance policies may apply regarding outside activities and personal investing, and affected employees will need to provide information to the Wells Fargo Personal Account Dealing Team.

Does Wells Fargo have a drug-free workplace policy?

Yes, Wells Fargo maintains a drug-free workplace.

How does Wells Fargo approach diversity and inclusion in hiring?

Wells Fargo welcomes applications from all qualified candidates regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, and other protected statuses in accordance with applicable law.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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