Branch Support Manager - Irvine / Anaheim / Newport Beach, CA

Branch Support Manager - Irvine / Anaheim / Newport Beach, CA

Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please follow the next steps. All positions are onsite, unless otherwise stated.

About this role : Wells Fargo is seeking a Branch Support Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will :

• Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
• Act as a liaison between Market Leaders, Branch / Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
• Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
• Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
• Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
• Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
• Ensure Client Associates are trained in key CRG ease of doing business initiatives
• Visit branches across the Market to oversee operational / support practices and coach on operational risk

Required Qualifications :

Desired Qualifications :

Job Expectations :

Posting Location : 5 Park Plaza IRVINE, CA 92614 135 S State College Blvd, Ste 550 BREA, CA 92821 520 Newport Center Dr NEWPORT BEACH, CA 92660 2400 E Katella Ave Ste 1000 ANAHEIM, CA 92806

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.