Business Support Manager

Wells Fargo

. Support the Wells Fargo Advisors Financial Network within Wealth and Investment Management .

Posted 9/18/2026full-timeSaint Louis • Nevada • United StatesMid-LevelSenior💰 $77,000 - $133,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in operational functions and client service within the Financial Services Industry, ensuring adherence to regulatory requirements and effective relationship management. Proven ability to coach and support Financial Advisors while managing service standards and operational risk.

Highest-signal resume keywords

Financial Services Industry ExperienceLeadership ExperienceOperational Risk ManagementClient Service SkillsKnowledge of Brokerage Advisor Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational FunctionsRegulatory RequirementsBranch Exams KnowledgeFiNet ExperienceBrokerage Products Understanding

Soft Skills

Attention to DetailOrganizational SkillsMulti-tasking SkillsRelationship Management Skills

Tools & Technologies

Business ToolsOperational Support Applications

Certifications & Qualifications

FINRA Background Check

Industry Keywords

Wealth ManagementInvestment ManagementOperational SupportService StandardsClient Support

About the role

Key responsibilities & impact

Support the Wells Fargo Advisors Financial Network within Wealth and Investment Management
Work closely with FiNet business owners and divisional leaders to ensure timely execution and delivery of brokerage transactional and service support functions
Support clients and Financial Advisors across multiple sales locations
Serve as the primary escalation point for operational and service inquiries from Financial Advisors, FiNet business owners, the back office, clients, and operational associates
Coach FiNet practices on adoption of new business tools and applications
Serve as the key contact for operational risk management issues across the division
Manage service standards to ensure timely and accurate delivery of operations support
Communicate and coach firm operational policies and procedures
Ensure adherence to operational policies and procedures

Requirements

What you’ll need

4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
2+ years leadership experience
Subject Matter Expert (SME) level understanding of operational functions, products or platform tools
Strong client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi-tasking, and prioritizing skills
Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
Relationship management skills
Experience with FiNet and/or independent advisors
Strong operational experience
Knowledge and understanding of brokerage advisor tools
Ability to travel if necessary, within the division
Must successfully complete and pass a FINRA background check prior to hire
Must meet ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents
Not eligible for Visa sponsorship
Compliance with applicable outside activities and personal investing policies if hired

Benefits

Comp & perks

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
Incentive opportunities may be available