Sales Enablement Manager - Platform Trading Coaching & Support
Today• Charlotte, NC
About this role:
Wells Fargo is seeking a Sales Enablement Manger to lead the Platform Trading Coaching & Support team within Wealth & Investment Management (WIM) Support Services team. This role will lead field support and coaching across advisory trading and implementation platforms for all channels. The position serves as a subject matter expert (SME) to ensure seamless platform navigation, operational excellence, and advisor engagement. The manager will partner with product owners, advisors, and internal teams to deliver training, resolve escalations, and drive adoption of platform capabilities. Learn more about our career areas and business divisions at wellsfargojobs.com .
In this role, you will:
- Manage and develop a team of individual contributors with low to moderate complexity and risk in Sales Enablement - Platform Trading Coaching & Support area
- Engage stakeholders and internal partners associated with the advisory trading and investment implementation tools
- Identify and recommend opportunities for process improvement and risk control development within Sales Enablement functional area
- Research regions and define target locations to implement training programs and coaching protocols, negotiate and partner with location management to implement appropriate programs
- Make decisions and resolve issues regarding resources, objectives and operations of Sales Enablement functional area and team to meet business objectives
- Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility
- Collaborate and consult with peers, colleagues and multiple level managers as well as interact directly with external customers
- Manage allocation of people and financial resources for Sales Enablement functional area
- Mentor and guide talent development of direct reports and assist in hiring and onboarding individuals onto the Sales Enablement team
- 4+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of leadership experience
- 4+ years of experience in Financial Services or Wealth & Investment Management
- 1+ years of management experience in a customer service environment
- Experience in financial advisor support, coaching, and enablement
- Strong knowledge of trading and investment platforms such as UAT (Unified Advisory Trading) and ICAP (iCapital) workflows
- Customer service focus, with the ability to listen to customer needs and recommend best practices
- Excellent communication and presentation skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent organizational and problem-solving skills
- Ability to manage escalations and deliver under tight SLAs
- Ability to manage multiple and competing priorities
- Intermediate Microsoft Office (Outlook, Word, Excel, PowerPoint, Teams and SharePoint) skills
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
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- Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- This position is not eligible for Visa sponsorship.
- Ability to travel up to 30% of the time.
- Follow enterprise in-office requirements.
- 550 S Tryon St - Charlotte, North Carolina 28202
- 2801 Market St, F & L Bldg - Saint Louis, Missouri 63103
- Relocation assistance is not available for this position.
6 Dec 2025
*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-506663-2
Employment Type: FULL_TIME
Posted: 2025-11-27T18:08:21
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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