Sales Enablement Lead – Advisor Recruiting, Integration

🔥 1 minute ago

🏄 California, North Carolina – Remote

🏄 California – Remote 🌲 North Carolina – Remote

💵 $185k - $300k / year

⏰ Full Time

🟠 Senior

📊 Sales Operations

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Wells Fargo

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1852

🛡️ Insurance

📦 Logistics

🏦 Banking

Insurance • Logistics • Banking

Wells Fargo is a multinational financial services company recognized for its dedication to providing inclusive employment opportunities and fostering a supportive work culture. The company emphasizes diversity and inclusion across various dimensions, offering numerous early career programs and leadership development initiatives. Wells Fargo is renowned for enabling career growth through collaboration and innovation, ensuring its employees have a meaningful impact within a diverse workforce. With operations spanning numerous countries, the company is frequently highlighted as a leading employer, as evidenced by its placement on the LinkedIn Top Companies list.

📋 Description

• Drive sales enablement & recruiting execution • Provide sales enablement support to recruiting teams, Market Leaders, and Branch Managers to improve productivity and outcomes • Support execution of go-to-market recruiting strategies across markets and advisor segments • Improve consistency and effectiveness across the recruiting lifecycle—from prospecting through close • Partner with integration stakeholders to support a seamless transition from candidate acceptance through onboarding • Identify opportunities to improve the advisor onboarding experience, speed to productivity, and early retention • Align recruiting and integration processes to ensure continuity and strong candidate/advisor experience • Analyze recruiting and integration performance, pipeline activity, and key trends to identify opportunities and risks • Develop dashboards and reporting that provide clear visibility into: Pipeline health and conversion, Recruiting activity and productivity, Integration progress and early success indicators, Market and team performance • Partner on the integration and optimization of recruiting and onboarding technologies (CRM, data platforms, and emerging AI capabilities) • Identify opportunities to leverage automation, analytics, and AI tools to improve efficiency and effectiveness • Help evolve tools that enhance prospecting, pipeline management, onboarding workflows, and integration tracking • Support development of recruiting and onboarding content aligned to the Wells Fargo Advisors value proposition • Create and refine materials that help teams communicate effectively with advisor prospects and new hires • Monitor key performance indicators and feedback loops to identify opportunities to improve recruiting and integration effectiveness • Support training, adoption, and change management for new tools, reporting, and processes • Contribute across initiatives as a flexible, solutions-oriented team member, helping the broader team deliver results

🎯 Requirements

• 10+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education • 4+ years of management or leadership experience • Experience in wealth management, financial services, or advisor recruiting • Experience supporting or partnering with advisor onboarding, integration, or transition teams • Background in technology integration, automation, or AI-enabled workflows • Experience developing sales enablement or marketing content • Strong stakeholder management and cross-functional partnership experience • Interest in continuous learning, innovation, and improving how teams operate • 5+ years of experience in sales enablement, business strategy, analytics, recruiting operations, or related field • Experience working with CRM systems (e.g., Salesforce) and data visualization/reporting tools (e.g., Tableau) • Strong analytical and problem-solving skills • Ability to synthesize complex information and communicate clearly to leadership and field teams

🏖️ 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