National Practice Management Coach
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA, St. Louis, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
- Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
- Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
- Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
- Lead a team to meet business objectives within Business Growth Strategy functional area
- Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
- Lead Business Growth Strategy projects and teams
- Serve as a mentor for less experienced individuals
Preferred Qualifications
- Proven experience developing and delivering structured, programmatic coaching initiatives.
- Understanding of the financial services/advisory landscape and advisory business models
- Strong facilitation, presentation, and interpersonal skills
- Ability to work independently and collaboratively across a national footprint
- Strategic thinker with a hands-on, results-driven approach
- Exceptional communication and relationship management skills
- Ability to balance multiple priorities in a fast-paced environment
- Strong analytical and problem-solving skills
- Passion for developing others and promoting growth
- Excellent verbal, written, and interpersonal communication skills
- Leadership experience including mentoring and coaching
- FINRA licenses 7 & 66 preferred but not required