Hybrid National Head of FiNet Advisor Engagement – Growth

at Wells Fargo

• Job title: National Head of FiNet Advisor Engagement – Growth
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Charlotte, United States

About the role

• Head of FiNet Advisor Engagement & Growth managing advisor relationships across Wells Fargo Advisors Financial Network. Leading strategic initiatives and fostering advisor engagement and satisfaction nationally.

Responsibilities

• Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet, ensuring alignment with FiNet’s growth objectives and the broader WIM organization
• Serve as a senior thought partner to the President of FiNet, providing insight on advisor sentiment, engagement trends, retention risks, and growth opportunities.
• Act as an executive ambassador for FiNet with key independent advisory business owners and enterprise stakeholders.
• Directly lead and develop four FiNet Divisional Leaders, ensuring consistent execution of engagement standards while allowing flexibility for regional market dynamics.
• Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement across the national relationship management organization.
• Establish clear performance expectations, success metrics, and development pathways for divisional and senior relationship management leaders.
• Own national accountability for advisor engagement, retention, satisfaction, and organic growth across the FiNet platform.
• Ensure consistent execution of minimum contact standards, practice engagement requirements, and data-driven accountability for advisor outcomes.
• Personally manage and maintain relationships with a select group of strategically important or complex FiNet practices, as appropriate.
• Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors to foster growth, engagement and knowledge expansion.
• Partner closely with National Sales, Recruiting, Supervision, Marketing, and broader WIM leadership to deliver a seamless, coordinated advisor experience.
• Support the design, rollout, and communication of key strategic initiatives impacting FiNet advisors nationally.
• Evolve the FiNet Advisor Relationship Manager model to support scale, advisor sophistication, and national consistency while preserving a high-touch experience.
• Leverage data, advisor feedback, and market insights to continuously refine engagement strategies and service delivery.
• Maintain deep expertise in the Wells Fargo Advisors and FiNet platforms, products, and services to ensure relevance and credibility with advisors.

Requirements

• 10+ years of wealth management advisor engagement, relationship management, or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 7+ years of people leadership experience, including managing senior leaders or leaders of leaders.
• Executive presence with the ability to engage credibly with independent advisory business owners and senior enterprise leaders.
• Deep understanding of the independent advisor marketplace, including competitive dynamics, trends, challenges, and strategic opportunities.
• Proven ability to translate strategy into disciplined execution across multiple markets.
• Strong relationship-building, influence, and conflict-resolution skills.
• Experience operating in a matrixed environment and partnering across large, complex organizations.
• Demonstrated success leading relationship driven businesses at scale within wealth management or financial services.
• FINRA Series 7 and 65 or 66. Series 24 (or ability to obtain within 90 days of joining)

Benefits

• Hybrid work schedule
• Health insurance
• 401(k) matching
• Paid time off
• Professional development opportunities