Senior Branch Complex Manager

Wells Fargo

. Lead branches within a Wells Fargo Advisors market .

Posted 10/13/2026full-timeOmaha • Nebraska • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive experience in Financial Advisory leadership, with a strong focus on recruiting, coaching, and managing high-performing teams. Proven ability to drive growth, manage P&L, and ensure compliance with regulatory standards.

Highest-signal resume keywords

Financial Advisory ExperienceManagement ExperienceFINRA Series 7 LicenseCoaching and DevelopmentRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

P&L ManagementClient AcquisitionRelationship ManagementTeam LeadershipRegulatory ComplianceTalent RecruitmentGrowth StrategyFinancial AnalysisRisk IdentificationClient Service

Soft Skills

CoachingCollaborationInfluencingProblem SolvingEmployee Engagement

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 9 LicenseFINRA Series 10 LicenseFINRA Series 65 LicenseFINRA Series 66 License

Industry Keywords

Wealth ManagementConsumer Financial Protection BureauLoan Originator QualificationGovernance ProcessesFinancial Responsibility Standards

About the role

Key responsibilities & impact

Lead branches within a Wells Fargo Advisors market
Build an environment fostering significant and sustained organic and inorganic growth
Coach Financial Advisors on new client acquisition, relationship deepening, client service, and care
Build, maintain, and hire a cross-channel pipeline of Financial Advisors
Build trust and relationships with Financial Advisors, Client Associates, Governance and Support professionals, market leaders, and local communities
Direct day-to-day workflow and escalate service and risk issues
Ensure the branch works together to care for clients
Manage branch P&L and expenses
Recruit experienced Financial Advisors and retain talent
Lead the team to grow net asset flows, lending balances, and same-store sales
Develop branch culture to drive employee engagement and growth
Manage branch staff, centers of excellence and support partnerships, risk/compliance, expenses, P&L, and exceptions
Execute Wells Fargo Wealth and Investment Management strategic vision
Collaborate with and influence senior managers, support partners, home office departments, and divisional leaders
Serve as a visible leader in branches and communities
Allocate people and financial resources to meet commitments and strategic objectives
Partner with market leadership to support branches and represented channels
Perform a non-producing role with customer contact related to dwelling-secured product referrals

Requirements

What you’ll need

7+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, or education
3+ years of management or leadership experience
Successfully completed FINRA Series 7 and 63 examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
Ability to recruit and retain high-performing Financial Advisors
Ability to balance multiple initiatives
Ability to effectively manage a large and diverse team of direct reports
Proven track record of coaching and driving growth
Experience identifying and managing risk while adhering to governance processes
Ability to partner with key stakeholders to solve problems and client concerns
Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
Must meet applicable financial responsibility, character, general financial fitness, and criminal background standards
Must obtain and maintain appropriate FINRA licenses for ongoing employment
FINRA Series 9 and 10 examinations and FINRA 65, 66, or equivalent must be completed within specified periods after employment begins
Must meet applicable state law registration and licensing requirements
Must complete designated insurance license requirements within specified periods if not immediately transferable
Must successfully complete and pass a FINRA background check prior to hire
Must comply with ongoing regulatory obligations, periodic screening, and mandatory reporting requirements
Not eligible for visa sponsorship

Benefits

Comp & perks

Full-time employment
Equal opportunity employment
Medical accommodation support during the application or interview process
Drug-free workplace