FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Senior Lead Business Growth Consultant – BAA Advocate Coach
Wells Fargo. Provide advanced coaching, consulting, and business development support to Black/African American Financial Advisors, managers, and field leaders .
About the role
Key responsibilities & impact- Provide advanced coaching, consulting, and business development support to Black/African American Financial Advisors, managers, and field leaders
- Serve as a trusted advisor to Financial Advisors across all stages of their careers
- Lead initiatives focused on advisor productivity, client acquisition, client retention, practice management, and long-term business development
- Design and deliver individualized coaching engagements, workshops, webinars, peer-sharing forums, and development programs
- Partner with divisional leadership and executive sponsors to support the engagement, advancement, development, and retention of Black/African American advisor talent
- Support leadership development initiatives to identify and prepare diverse talent for future management and leadership opportunities
- Collaborate with Practice Management Directors and business partners to align coaching strategies with advisor development programs
- Increase awareness and adoption of firm resources, planning solutions, advisory capabilities, and practice management tools
- Build strategic relationships that create growth opportunities, professional development experiences, and stronger advisor engagement
- Represent Wells Fargo Advisors at internal and external events, conferences, and development programs
- Influence advisor and leader behaviors through coaching, guidance, and consulting
- Provide thought leadership, insights, and recommendations to senior leaders regarding advisor development and business growth opportunities
- Lead virtual and in-person coaching, consulting, training, and development programs
- Support advisors and leaders across multiple geographic regions
- Build partnerships with divisional leaders, executive sponsors, branch leadership, and business partners
- Serve as an advocate for Black/African American advisor growth, engagement, development, leadership advancement, and business success
Requirements
What you’ll need- 7+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
- 5+ years of experience coaching, consulting, developing, or leading financial professionals, advisors, or business leaders
- 5+ years of experience facilitating presentations, workshops, training programs, or leadership development sessions
- Financial Advisor, Branch Manager, Market Leader, Practice Management, Recruiting, Advisor Development, Leadership Development, or Business Development experience desired
- Experience influencing and providing guidance to experienced professionals, including senior advisors, leaders, or executives
- Ability to build credibility and consult with professionals at varying levels of experience
- Strong relationship management, communication, presentation, facilitation, and influence skills
- Experience developing and executing strategic business development or advisor growth initiatives
- Experience coaching experienced advisors and helping drive growth in advisor practices
- Knowledge of advisor business development, practice management, wealth management solutions, and advisor career progression models
- Experience working with diverse talent development, leadership advancement, or advisor engagement initiatives
- Demonstrated executive presence and experience presenting recommendations, business outcomes, or strategic initiatives to senior leadership
- Proven ability to lead programs that drive advisor engagement, retention, development, and business growth
- FINRA Series 7, 65, or 66 licenses preferred
- Willingness to travel as needed
- Ability to work within a Wells Fargo footprint location
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
- Sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs) may be available