Regional Business Director 4

Salary depends on experience
Posted on 05/15/18
San Francisco, CA
8 - 10 years experience
Accounting, Finance & Insurance
Salary depends on experience
Posted on 05/15/18

5404325

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

As a member of FA Integration within Wells Fargo Advisors, the Regional Business Director will, in collaboration with the region/channel managers, recruit successful Financial Advisors to Wells Fargo Advisors.

Job Description

•         Responsible for supporting the recruitment of quality, experienced financial advisors and driving the hiring manager/business owner through the conversion process.

•         Provides input to management in the development of a systematic and measureable recruiting process for financial advisors.

•         Supports individual managers in conversion needs; works with region/channel managers to develop local market recruiting strategies and discuss flow, quality of leads and pipeline management.

•         Develop deep understanding of industry trends and recruiting landscape.

•         Identifies quality candidates, develop relationships with Financial Advisor prospects, determines best channel fit, oversees due diligence, closes Financial Advisor hires, and ensures effective transition.

•         Understand and articulate the WFA value proposition, products and services, benefits and Financial Advisor compensation plans.

•         Develops strong partnerships with senior management to increase Financial Advisor hires.

•         May provide guidance and support to Regional FA Integration recruiting team (Regional Business Consultant, Integration Consultant).

•         Monitors daily metrics and produces monthly reports.  Maintains recruiting notes and activities in contact management system.

•         Strategizes with Business Development management regarding special prospecting initiatives.

This position will cover the Western Region which include California, Nevada, Utah and Arizona. Applicants must currently reside in the regional territory or be willing to relocate with very limited or no financial assistance to be considered for the opportunity. 

Required Qualifications

  • 7+ years of financial services industry experience
  • 3+ years of experience in one or a combination of the following: sales, management, or recruiting

Desired Qualifications

  • FINRA registration including Series 7 (or FINRA recognized equivalents)
  • Ability to overcome sales obstacles
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Knowledge and understanding of brokerage: systems or applications
  • Solid negotiation skills
  • Strong attention to detail and accuracy skills
  • Strong sales skills
  • Knowledge and understanding of Salesforce
  • Ability to achieve business results and willing to accept accountability for achieving goals
  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of all aspects of the brokerage industry: sales compensation, products, services, compliance, supervision, operations, and industry trends
  • Strong presentation skills

Job Expectations

  • Ability to travel extensively
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