Lead formulary strategy development and execution for Express Scripts at Evernorth Health Services. Collaborate with cross - functional teams to optimize formulary offerings and represent the team at client meetings.
About the role
- Branch Complex Director leading branch operations and teams of Financial Advisors at Wells Fargo Advisors. Focusing on organic growth and staff management in Florham Park, NJ and surrounding areas.
Responsibilities
- Recruit experienced Financial Advisors and retain talent to drive growth
- Lead team to grow financial outcomes through increased net asset flows, lending balances and same store sales.
- Develop the culture to drive employee engagement and growth in a branch or a series of branches
- Responsible for overall management of branch(es) including management of staff; maintaining strong partnerships with all centers of excellence (COE) and support partners; managing risk/compliance; expense / P&L management; and exception management
- Execute on strategic vision of the Wealth and Investment Management (WIM) group of Wells Fargo to help Advisors and Client Associates serve the needs of the clients within the branch
- Responsible for collaboration with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders etc.
- Be a visible leader in the branches and communities they serve
- Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives
- Partner with the entire market leadership team to support the branches and the channels represented in the market
Requirements
- 8+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 4+ years of management or leadership experience
- US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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