Private Wealth Planning Support Manager

About this role:
Wells Fargo is seeking a Business Growth Strategy Manager.
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
In this role, you will:

• Manage and develop a Business Growth Strategy team working on developmental strategies for the business within a particular geographic region or portion of a larger business segment to ensure segment specific growth and achievement of financial objectives
• Negotiate and influence executive management of various sales channels to provide focus, additional product, or sales training to meet market or segment objectives
• Identify new or emerging channels, as well as resources and intermediaries
• Develop integrated strategies and programs, as well as execution plans and channel marketing support plans to ensure prompt and effective servicing and processing of new business
• Make supervisory and tactical decisions related to team supervision, work allocation, and daily operations under direction of Business Growth Strategy functional area management
• Manage a team of consultants
• Collaborate and consult with Business Growth Strategy peers, colleagues, consultants, and managers to monitor development of strategic initiatives for business development
• Manage allocation of people and financial resources for Business Growth Strategy
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience

Desired Qualifications:

• Bachelor's degree
• Series 7 registration
• Detailed understanding of the financial services industry. Proven ability to communicate and interface effectively with senior leaders/principals/FAs. Demonstrated ability to work as part of a team.
• Ability to identify and evaluate trends, isolate root cause, and provide swift and thorough resolution.
• Excellent time management, project management and presentation skills. Significant knowledge and understanding of the business (i.e. operations, technology offerings, compliance, products, services, etc).
• Excellent project management skills Strong verbal, written, and interpersonal communication skills
• Strong presentation skills
• Exceptional process, execution and decision making skills with a high level of personal effectiveness and credibility
• Effective organizational, multi-tasking, and prioritizing skills. A
• Ability to interact with all levels of an organization.
• Extensive cross-functional brokerage operations experience.
• A working knowledge of BETA and Smart Station/workflow.
• Understanding of the independent advisor business.

Job Expectations:

• This position offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $206,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:
19 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.