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Wells Fargo

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 Functions ExpertiseClient Service SkillsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Operational Risk ManagementBrokerage Advisor Tools KnowledgeAttention to DetailMulti-TaskingPrioritizing Skills
Soft Skills
Relationship ManagementCoaching SkillsEffective Communication
Tools & Technologies
FiNet Business ToolsOperational Policies and Procedures
Certifications & Qualifications
FINRA Background Check
Industry Keywords
Wealth and Investment ManagementBrokerage TransactionsService Support FunctionsBranch ExamsIndependent Advisors

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
  • 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 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 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 FINRA regulatory obligations, including periodic screening and mandatory reporting
  • Not eligible for Visa sponsorship

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