Growth Manager at Nofence contributing to agricultural technology innovation. Responsible for managing growth marketing strategies and orchestrating the global "Growth Stack."
About the role
- Head of FiNet Advisor Engagement & Growth managing advisor relationships across Wells Fargo Advisors Financial Network. Leading strategic initiatives and fostering advisor engagement and satisfaction nationally.
Responsibilities
- Lead and evolve the national vision, strategy, and operating model for relationship management across FiNet, ensuring alignment with FiNet’s growth objectives and the broader WIM organization
- Serve as a senior thought partner to the President of FiNet, providing insight on advisor sentiment, engagement trends, retention risks, and growth opportunities.
- Act as an executive ambassador for FiNet with key independent advisory business owners and enterprise stakeholders.
- Directly lead and develop four FiNet Divisional Leaders, ensuring consistent execution of engagement standards while allowing flexibility for regional market dynamics.
- Build a strong leadership bench by fostering a culture of talent development, accountability, and continuous improvement across the national relationship management organization.
- Establish clear performance expectations, success metrics, and development pathways for divisional and senior relationship management leaders.
- Own national accountability for advisor engagement, retention, satisfaction, and organic growth across the FiNet platform.
- Ensure consistent execution of minimum contact standards, practice engagement requirements, and data-driven accountability for advisor outcomes.
- Personally manage and maintain relationships with a select group of strategically important or complex FiNet practices, as appropriate.
- Co-lead and coordinate National, Divisional and Local meetings with groups of FiNet business owners and advisors to foster growth, engagement and knowledge expansion.
- Partner closely with National Sales, Recruiting, Supervision, Marketing, and broader WIM leadership to deliver a seamless, coordinated advisor experience.
- Support the design, rollout, and communication of key strategic initiatives impacting FiNet advisors nationally.
- Evolve the FiNet Advisor Relationship Manager model to support scale, advisor sophistication, and national consistency while preserving a high-touch experience.
- Leverage data, advisor feedback, and market insights to continuously refine engagement strategies and service delivery.
- Maintain deep expertise in the Wells Fargo Advisors and FiNet platforms, products, and services to ensure relevance and credibility with advisors.
Requirements
- 10+ years of wealth management advisor engagement, relationship management, or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 7+ years of people leadership experience, including managing senior leaders or leaders of leaders.
- Executive presence with the ability to engage credibly with independent advisory business owners and senior enterprise leaders.
- Deep understanding of the independent advisor marketplace, including competitive dynamics, trends, challenges, and strategic opportunities.
- Proven ability to translate strategy into disciplined execution across multiple markets.
- Strong relationship-building, influence, and conflict-resolution skills.
- Experience operating in a matrixed environment and partnering across large, complex organizations.
- Demonstrated success leading relationship driven businesses at scale within wealth management or financial services.
- FINRA Series 7 and 65 or 66. Series 24 (or ability to obtain within 90 days of joining)
Benefits
- Hybrid work schedule
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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