Branch Support Manager
Wells Fargo
Walnut Creek, CA (In Person)
$118,500 Salary, Full-Time
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Job Description
- About this role:
- Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
- In this role, you will:
- + Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates + Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology + Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures + Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects + Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets + Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market + Ensure Client Associates are trained in key CRG ease of doing business initiatives + Visit branches across the Market to oversee operational/support practices and coach on operational risk •
Required Qualifications:
- + 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 1+ years of leadership experience +
US Only:
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registrationDesired Qualifications:
- + Familiarity with Support Center model + Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective + Strong client service skills + Strong attention to detail and accuracy skills + Effective organizational, multi-tasking, and prioritizing skills + Strong verbal, written, and interpersonal communication skills
Job Expectations:
- + US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.
Posting Location:
- 555 California St Ste 2400 & 2300 SAN
FRANCISCO, CA 94104 2033 N
Main St Ste 800 WALNUTCREEK, CA 94596
- 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. $92,000.00 - $145,000.00
- Benefits
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below.
Posting End Date:
- 24 May 2026
- _Job posting may come down early due to volume of applicants._
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer.
- Applicants with Disabilities
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
- Drug and Alcohol Policy
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.
Req Number:
- R-540660
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