Sales Enablement – Advisor Recruiting & Integration
Wells Fargo · MINNEAPOLIS, MN ·
- Employment
- Full time
- Category
- Sales
- Experience
- 7+ years
Wells Fargo · MINNEAPOLIS, MN ·
About this role:
Within Wealth & Investment Management (WIM), the Advisor Recruiting team is responsible for driving the firm’s organic growth by attracting top Financial Advisors across all Wells Fargo Advisors channels.
Wells Fargo is seeking a Sales Enablement – Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
This role will focus on data-driven analysis, go-to-market strategy execution, sales enablement, and integration support, ensuring a seamless transition from recruiting through advisor onboarding and productivity ramp. You will help build a more connected, insight-driven recruiting and integration model across the organization.
You will partner closely with recruiting teams, Market Leaders, Branch Managers, and integration stakeholders to enhance outcomes through better use of technology, deeper insights, and consistent execution.
In this role, you will:
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
Support advisor integration & onboarding enablement
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
Guide data-driven insights & performance analytics
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
Translate complex data into actionable insights that drive decision-making and execution
Support technology integration & innovation
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
Enhance recruiting content & advisor messaging
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
Partner with stakeholders on targeted recruiting and integration campaigns and initiatives
Drive continuous improvement & field enablement
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
Partner with stakeholders to refine workflows, improve user experience, and strengthen execution across the field
Contribute across initiatives as a flexible, solutions-oriented team member, helping the broader team deliver results
Required Qualifications:
Desired Qualifications:
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
Job Expectations:
Ability to travel up to 75% of the time
This position is not eligible for Visa sponsorship
Locations:
Minneapolis, MN
Charlotte, NC
San Diego, CA
Pay Range
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.
Posting End Date:
8 Oct 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.