Wells Fargo

Account Director, Wealth & Investment Management (WIM)

Wells Fargo$110K — $179K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in Marketing or Digital Marketing with a focus on Digital Platforms
  • Proven ability to lead integrated campaigns in financial services
  • Skilled in developing creative briefs aligned with business objectives
  • Experience crafting compliant marketing content from investment concepts
  • Proficient in managing multiple concurrent marketing initiatives
  • Familiar with marketing compliance in regulated environments
  • Knowledge of AI tools to enhance campaign performance and workflow efficiency

Responsibilities

  • Translate business goals into actionable integrated marketing strategies
  • Lead all phases of campaign delivery from planning to optimization
  • Craft comprehensive creative briefs detailing audience and success metrics
  • Facilitate alignment among marketing, creative, product, and channel teams
  • Present and justify creative concepts while linking execution to objectives
  • Oversee compliance with brand, legal, and regulatory standards
  • Guide production of high-quality content focused on client and advisor needs
  • Prioritize multiple workstreams to ensure ongoing project momentum
  • Leverage performance analytics to enhance campaign efficacy
  • Utilize AI capabilities to expedite workflows and boost content quality

Benefits

  • Comprehensive health benefits
  • 401(k) Plan with company match
  • Generous paid time off
  • Disability benefits
  • Life insurance and accident insurance options
  • Parental and critical caregiving leave
  • Employee discounts and savings programs
  • Commuter benefits for eligible employees
  • Tuition reimbursement for personal development
  • Scholarships available for dependent children
  • Adoption reimbursement assistance
Full Job Description

About this role:

This position within the In-House Agency () will support the Wealth & Investment Management (WIM) business by aligning strategy, creative execution, and channel performance. The individual will translate complex business goals into integrated marketing programs that influence advisor and client behavior. This position will lead cross-functional teams to deliver compliant, high-quality campaigns across multiple channels at scale. The individual will also modernize ways of working by embedding data, performance insights, and AI-enabled capabilities into marketing delivery.

This role follows a hybrid work schedule and can sit in Charlotte, NC or Minneapolis, MN. The Wells Fargo job profile is Lead Marketing Consultant.


In this role, you will:

  • Marketing Strategy: Translate business objectives into integrated marketing strategies and measurable outcomes

  • Campaign Leadership: Lead end-to-end campaign delivery from problem definition through execution and optimization

  • Creative Briefing: Develop clear creative briefs with audience, journey, message, and success metrics

  • Stakeholder Alignment: Align stakeholders across marketing, creative, product, and channel teams

  • Presentation Leadership: Present and defend creative concepts and campaign strategies, connecting execution to business objectives and audience needs

  • Compliance Oversight: Ensure deliverables meet brand, legal, compliance, and risk standards

  • Creative Direction: Guide teams to produce high-quality content rooted in advisor and client needs

  • Project Prioritization: Prioritize workstreams to maintain progress across concurrent initiatives

  • Performance Analytics: Evaluate performance data to refine campaigns and improve results

  • AI Enablement: Apply AI tools to accelerate workflows and enhance content quality


Required Qualifications:

  • 5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Experience leading integrated campaigns across paid, owned, and earned channels in financial services

  • Experience developing creative briefs tied to business goals, audience insights, and measurable outcomes

  • Experience translating investment concepts into compliant, audience-ready marketing content

  • Experience managing multi-channel initiatives with concurrent timelines and deliverables

  • Experience working within regulated environments with marketing compliance requirements

  • Experience using AI-enabled tools to improve campaign speed, scale, and performance


Office Locations & PayRanges:

  • 401 South Tryon Street - Charlotte, NC ($100,000 to $163,000)

  • 600 South 4th Street - Minneapolis, MN ($110,000 to $179,000)

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$100,000.00 - $179,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visitfor an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

24 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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