✦ Luna Orbit — Project & Program Management

Untitled Position

at Company

Onsite Posted March 30, 2026
Type Full-Time
Experience senior
Exp. Years 5+ years
Education Not Specified
Category Project & Program Management

Wells Fargo is seeking an Associate Manager for the Manager Leadership Program in Wealth and Investment Management; a 24-month program designed to develop future field leaders through business development, recruiting, branch administration, and regulatory compliance.

  • Assist in planning and executing business development, recruiting, team development, branch administration, compliance, and operations
  • Support Market Manager to implement market business plans
  • Manage a branch or territory for periods of time
  • Assist in developing management teams
  • Address regulatory and licensing requirements

No explicit IT stack; focus on leadership, regulatory licensing (FINRA), compliance, and relationship management within the banking/financial services domain.

The ideal candidate is a mid-to-senior Financial Advisory Leader with 5+ years experience, FINRA licenses, and leadership potential for Wells Fargo's Manager Leadership Program.

5+ years of Financial Advisory Leadership experienceFINRA Series 7 and 63 or 7 and 66 examinations
Business development experienceLeadership or management experienceAbility to interact with all levels of an organizationStrong verbalwrittenand interpersonal communication skillsFinancial services or banking industry experienceKnowledge and understanding of investment products and services
5+ years Financial Advisory LeadershipFINRA Series 7Series 63 or 66Securities Industry Essentials (SIE)Regulation ZSAFE licensingBranch administrationBusiness developmentRecruitingComplianceInvestment products
FINRA Series 7FINRA Series 63FINRA Series 66Regulation ZSAFE licensingSIERegulatory complianceBranch administrationLeadershipRecruiting
LeadershipCommunicationInterpersonal skillsProblem-solvingTeamwork

Required

FINRA Series 7FINRA Series 63FINRA Series 66
Industry Banking
Job Function Lead and develop Wells Fargo's future field leaders in Wealth & Investment Management through a structured 24-month leadership program.
Role Subtype Leadership Program Participant
associate managermanager leadership programwealth and investment managementfinancial advisory leadershipFINRA Series 7FINRA Series 63FINRA Series 66Securities Industry Essentials (SIE)Regulation ZSAFE licensingLoan Originator requirementsSIEbankingfinancial servicesbranch administrationbusiness developmentrecruitingcomplianceinvestment productsManager Leadership ProgramWealth and Investment Management

Lack of FINRA licenses or inability to obtain required licenses, Less than 5 years of financial advisory leadership experience, Inability to work in the specified locations or travel as needed

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