Sales Enablement Advisor – Recruiting & Integration

Wells Fargo

. Drive sales enablement and recruiting execution for recruiting teams, Market Leaders, and Branch Managers .

Posted 10/5/2026full-timeUnited StatesSeniorLead💰 $175,000 - $279,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales enablement, recruiting strategy, and onboarding processes within the wealth management and financial services sectors. Proficient in leveraging analytics, CRM systems, and AI tools to enhance recruiting effectiveness and advisor integration.

Highest-signal resume keywords

Sales EnablementWealth Management ExperienceCRM Systems (Salesforce)Data Visualization (Tableau)Business Growth Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Growth StrategySales EnablementRecruiting OperationsAnalyticsTechnology IntegrationAutomationAI-Enabled WorkflowsOnboarding ProcessesData AnalysisContent Development

Soft Skills

Stakeholder ManagementCross-Functional PartnershipAnalytical SkillsProblem-SolvingCommunication Skills

Tools & Technologies

CRM SystemsSalesforceData Visualization ToolsTableauAI Tools

Industry Keywords

Wealth ManagementFinancial ServicesAdvisor RecruitingRecruiting LifecycleMarket Strategies

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Drive sales enablement and recruiting execution for recruiting teams, Market Leaders, and Branch Managers
Support execution of go-to-market recruiting strategies across markets and advisor segments
Improve consistency and effectiveness across the recruiting lifecycle from prospecting through close
Partner with integration stakeholders to support transition from candidate acceptance through onboarding
Improve advisor onboarding experience, speed to productivity, and early retention
Align recruiting and integration processes for continuity and strong candidate/advisor experience
Analyze recruiting and integration performance, pipeline activity, and key trends
Develop dashboards and reporting covering pipeline health, conversion, recruiting activity, productivity, integration progress, early success indicators, and market/team performance
Translate complex data into actionable insights for decision-making and execution
Partner on integration and optimization of recruiting and onboarding technologies, including CRM, data platforms, and emerging AI capabilities
Identify opportunities to leverage automation, analytics, and AI tools
Evolve tools for prospecting, pipeline management, onboarding workflows, and integration tracking
Support development of recruiting and onboarding content aligned to the Wells Fargo Advisors value proposition
Create and refine materials for advisor prospects and new hires
Partner on targeted recruiting and integration campaigns and initiatives
Monitor KPIs and feedback loops to improve recruiting and integration effectiveness
Support training, adoption, and change management for new tools, reporting, and processes
Refine workflows, improve user experience, and strengthen field execution
Contribute across initiatives as a flexible, solutions-oriented team member

Requirements

What you’ll need

7+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education
Experience in wealth management, financial services, or advisor recruiting
Experience supporting or partnering with advisor onboarding, integration, or transition teams
Background in technology integration, automation, or AI-enabled workflows
Experience developing sales enablement or marketing content
Strong stakeholder management and cross-functional partnership experience
Interest in continuous learning, innovation, and improving how teams operate
5+ years of experience in sales enablement, business strategy, analytics, recruiting operations, or related field
Experience working with CRM systems (e.g., Salesforce) and data visualization/reporting tools (e.g., Tableau)
Strong analytical and problem-solving skills
Ability to synthesize complex information and communicate clearly to leadership and field teams
Ability to travel up to 75% of the time
This 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