Lead Sales Enablement Consultant – Securities Based Lending

Wells Fargo

. Serve as a Securities Based Lending subject matter expert for Financial Advisors and internal partners .

Posted 10/5/2026full-timeUnited StatesSenior💰 $87,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in Securities Based Lending, providing comprehensive support to Financial Advisors and internal partners. Capable of managing complex lending processes, facilitating solutions, and improving sales support and onboarding experiences.

Highest-signal resume keywords

Securities Based Lending ExpertiseSales Enablement ExperienceLending Process KnowledgeRelationship Management SkillsProblem-Solving Abilities

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

Lending SupportProcess ImprovementProduct SupportProgram ManagementApplication DocumentationOnboarding ActivitiesApproval ProcessesFulfillment ActivitiesResearch and AnalysisEscalation Management

Soft Skills

Organizational SkillsVerbal CommunicationWritten CommunicationInterpersonal Skills

Industry Keywords

Wealth LendingPrivate BankingSecurities-Backed LendingFinancial AdvisorsClient Experience

About the role

Key responsibilities & impact

Serve as a Securities Based Lending subject matter expert for Financial Advisors and internal partners
Support Financial Advisors through the SBL sales process by answering product, process, onboarding, and lending-related questions
Provide hands-on support for complex, non-routine, or one-off lending matters
Manage and coordinate escalated SBL matters and help drive timely resolution
Guide Financial Advisors through onboarding requirements, next steps, documentation needs, and potential obstacles
Lead complex initiatives and consult on lending processes, policies, procedures, and business requirements
Research and analyze complex lending situations and facilitate solutions with internal business partners
Build partnerships across Product Management, sales, lending, operations, and other stakeholder groups
Identify recurring questions, process challenges, and opportunities to improve the Financial Advisor experience
Communicate complex lending information clearly to Financial Advisors and stakeholders
Balance business needs, client experience, risk considerations, policies, and lending requirements using independent judgment
Share lending expertise, best practices, and process knowledge
Lead or participate in initiatives improving SBL sales support, onboarding, processes, and business effectiveness

Requirements

What you’ll need

5+ years of Sales Enablement experience, or equivalent demonstrated through work experience, training, military experience, or education
5+ years of business support, sales enablement, lending, product support, program management, and/or process improvement experience
Experience supporting Securities Based Lending, wealth lending, private banking, securities-backed lending, or other lending products
Experience providing sales, product, or lending support to Financial Advisors or other wealth management professionals
Strong knowledge of lending processes, including application, documentation, onboarding, approval, and fulfillment activities
Experience researching, coordinating, and resolving complex or escalated lending, operational, or client-related matters
Ability to communicate complex lending products, processes, and requirements clearly to Financial Advisors and business partners
Experience collaborating across product, sales, lending, operations, credit, and other business functions
Ability to manage multiple priorities and provide hands-on support for complex or non-routine matters through resolution
Strong relationship management, organizational, problem-solving, verbal, written, and interpersonal communication skills
Position is 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