National Sales Program & Initiatives Lead Position Available In Mecklenburg, North Carolina

About this role:

Wells Fargo is seeking a National Sales Program & Initiatives Lead. In this role, you will be responsible for developing and managing a comprehensive National Call Strategy for all of WIM with a primary focus on the weekly National Advisor Call. You will work closely with leaders across all levels of the organization to drive meaningful engagement, ensure consistent messaging, and deliver high-impact content. This role also requires strong collaboration with senior leadership, as well as legal and compliance partners, to ensure all communications are aligned with firm policies and regulatory standards. In this role, you will:

Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiativesDrive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriateReview strategic approaches and effectiveness of support function and business performancePerform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendationsMake 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 plansCollaborate and consult with members of the Business Execution team and team leaders to drive strategic initiativesInfluence, guide and lead less experienced Strategy and Execution staff within the group

Required Qualifications:

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

Desired Qualifications:

Strong understanding of the Wealth & Investment Management (WIM) BusinessStrong lens on risk with established key relationships across WIMPartner 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 skillsAbility to work effectively in a team environment and across organizational levels/groups, where flexibility, collaboration, and adaptability are importantExcellent 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 audienceStrong organizational and time management skills to manage multiple responsibilities, tasks, and complex projects while meeting deadlines and achieving goals.

Series 7

LicenseJob Expectations:

This position is not eligible for Visa sponsorshipThis position offers a hybrid work scheduleSpecific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Job Location:

2801 Market St, F & L Bldg. Saint Louis, MO 63103301 S Tryon St. Charlotte, NC 28282500 W 33rd St. New York, NY 10001Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.$96,600.00 – $171,800.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits – Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement

Posting End Date:

5 May 2025•Job posting may come down early due to volume of applicants.

We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in

US:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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