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St. Louis, Missouri, United States · On-site
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St. Louis, Missouri, United States · Hybrid
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Saint Petersburg, Saint Petersburg, Russia · On-site
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St. Louis, Missouri, United States · On-site
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St. Louis, Missouri, United States · On-site
Overview The District Manager's primary duty is to sell medical devices and related equipment and services to physicians, hospitals, and outpatient facilities by establishing relationships with these health care provider…
Skills: Sales Strategy, Business Planning, Customer Education, Problem Solving, Relationship Management
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Deliver engaging technology demonstrations to prospective advisors to showcase platform capabilities and translate technical features into business value. Partner with recruiting and product teams to influence growth strategies and drive platform adoption.
Requires 7+ years of experience in business execution, implementation, or strategic planning. Desired qualifications include experience with wealth management technology and strong presentation skills to simplify complex concepts.
Wells Fargo is seeking a Technology Demonstration Senior Lead within the Business Growth Strategy functional area to support recruiting and business development efforts by showcasing Wells Fargo Advisors’ platform capabilities to prospective advisors.
This role serves as a subject matter expert, translating technology features into clear, practical business value. You will help prospective advisors understand how Wells Fargo Advisors’ platform enhances productivity, client experience, and long-term growth, while also influencing strategic growth initiatives across the organization.
This role sits at the intersection of technology, recruiting, and advisor growth and is critical in helping prospective advisors visualize how Wells Fargo Advisors’ platform supports their practice today and scales with them over time. Ideal candidates are energized by translating technology into tangible business impact, engaging directly with advisors to influence decisions, and supporting platform adoption to drive overall recruiting and growth success.
In this role, you will:
Act as an advisor within the Business Growth Strategy functional area to senior leadership to develop and influence initiatives that promote and advance companywide finance growth opportunities
Deliver engaging virtual and in-person technology demonstrations to prospective advisors and teams, highlighting key workflows across the advisor lifecycle
Translate platform capabilities into tangible business outcomes, including account opening efficiency, client and portfolio management, financial planning, reporting, and trading functionality
Participate in processes to identify and evaluate acquisition opportunities and support growth strategies aligned with advisor recruiting and platform expansion
Lead business development strategies requiring in-depth evaluation of advisor needs, technology positioning, and competitive differentiation
Support Business Growth Strategy initiatives designed to maximize growth opportunities, improve advisor experience, and increase adoption of key platform capabilities
Provide vision, direction, and expertise to leadership on innovative strategies that integrate technology demonstrations with broader recruiting and growth objectives
Partner closely with Recruiting, Market Leaders, Product teams, and other stakeholders to align demonstrations with advisor priorities and business goals
Manage demonstration pipeline activities, including coordination, scheduling, delivery, and follow-up to ensure a consistent and high-quality experience
Participate in onboarding sessions, workshops, and training efforts to reinforce platform value and drive adoption among new advisors
Maintain strong awareness of platform enhancements, advisor technology trends, and competitive positioning to continuously refine demonstration messaging
Collaborate across all levels of professionals and managers companywide and serve as a trusted advisor within the Business Growth Strategy functional area
Required Qualifications:
7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Strong communication and presentation skills with the ability to simplify complex technology concepts into clear, advisor-relevant value propositions
Experience supporting financial advisors, wealth management platforms, or advisor technology ecosystems
Demonstrated ability to connect technology capabilities to business outcomes such as productivity, growth, and client experience
Collaborative mindset with experience partnering across recruiting, field leadership, and product teams
Ability to operate effectively in a fast-paced, high-demand environment with multiple stakeholders
Experience managing pipelines, coordinating events, or delivering client-facing presentations or demonstrations
Knowledge of advisor workflows including account opening, financial planning, portfolio management, and trading
Continuous improvement mindset with focus on enhancing user experience and demonstration effectiveness
Job Expectations:
Ability to travel for in-person advisor meetings, recruiting events, and demonstrations as needed
Participate in both virtual and in-person engagements with prospective advisors and internal stakeholders
Maintain a high level of professionalism and consistency in delivering demonstrations aligned to Wells Fargo Advisors’ brand and value proposition
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$139,000.00 - $217,000.00Benefits
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:
19 Aug 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.
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
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