✦ Luna Orbit — Project & Program Management

Associate Manager - Manager Leadership Program

at Wells Fargo

📍 WAYNE, PA Onsite Posted March 31, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 5+ years
Education Not specified
Category Project & Program Management

About this role

Wells Fargo is seeking a Lead Financial Advisory Management Trainee as part of the Manager Leadership Program (MLP) within Wealth and Investment Management. The 24-month program focuses on developing future field leadership through planning, recruiting, branch administration, and regulatory oversight.

Key Responsibilities

  • Assist in planning and execution of business development, recruiting, team development, branch administration, compliance, and operations in the branch network
  • Work with the Market Manager to support the market business plan, promote the firm in the local community, and grow market share
  • Manage a branch or territory for periods of time to enhance development
  • Assist in supporting and developing the management team with a focus on driving productivity, recruiting new and experience advisor, expense management and other initiatives
  • Develop relationships with key Financial Advisors and stakeholders to enhance the client experience and increase retention

Technical Overview

The role blends leadership, regulatory licensing, compliance, and client relationship management within a branch network to drive productivity and market growth.

Ideal Candidate

The ideal candidate is a mid-level manager with 5+ years of financial advisory leadership experience, FINRA licensing (Series 7 and 63/66) and the ability to lead and develop advisory teams, recruit, and drive branch performance.

Must-Have Skills

5+ years of Financial Advisory Leadership experienceFINRA Series 7 and 63 or 7 and 66

Nice-to-Have Skills

Business development experienceLeadership or management experienceAbility to interact with all levels of an organizationStrong verbalwrittenand interpersonal communicationFinancial services or banking industry experienceKnowledge and understanding of investment products and services

Tools & Platforms

FINRASAFE licensing

Required Skills

5+ years of Financial Advisory Leadership experienceFINRA Series 7FINRA Series 63/66SIEBranch administrationregulatory compliancefinancial services experiencecustomer relationshipswealth managementbusiness development

Hard Skills

FINRA Series 7FINRA Series 63FINRA Series 66Securities Industry Essentials (SIE)Regulation ZLoan Originator licensingRegulatory complianceBranch administrationFinancial advisory leadershipBusiness development

Soft Skills

LeadershipCommunicationInterpersonal skillsStrategic thinkingRelationship buildingTeam development

Certifications

Required

FINRA Series 7FINRA Series 63 or 66Securities Industry Essentials (SIE)

Industry & Role

Industry Banking
Job Function Develop and manage leadership program initiatives to prepare Financial Advisors for branch leadership roles.
Role Subtype Program Manager

Clearance & Visa

Visa Sponsorship Yes

Keywords for Your Resume

Manager Leadership ProgramFinancial Advisory LeadershipFINRA Series 7FINRA Series 63FINRA Series 66SIELoan OriginatorRegulation ZSAFE licensingwealth managementbranch administrationbusiness developmentregulatory compliancefinancial advisorsmarket managercustomer relationshipsregulatory licensingfinancial advisory leadership

Deal Breakers

Not eligible for visa sponsorship, Must have FINRA licenses (7 and 63/66) or SIE, 5+ years leadership in financial advisory

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