Account Director, Wealth & Investment Management (WIM)

About this role:

This position within the In-House Agency (wellocreative.com) will support the Wealth & Investment Management (WIM) business by aligning strategy, creative execution, and channel performance. The individual will translate complex business goals into integrated marketing programs that influence advisor and client behavior. This position will lead cross-functional teams to deliver compliant, high-quality campaigns across multiple channels at scale. The individual will also modernize ways of working by embedding data, performance insights, and AI-enabled capabilities into marketing delivery.

This role follows a hybrid work schedule and can sit in Charlotte, NC or Minneapolis, MN. The Wells Fargo job profile is Lead Marketing Consultant.

In this role, you will:

• Marketing Strategy: Translate business objectives into integrated marketing strategies and measurable outcomes

• Campaign Leadership: Lead end-to-end campaign delivery from problem definition through execution and optimization

• Creative Briefing: Develop clear creative briefs with audience, journey, message, and success metrics

• Stakeholder Alignment: Align stakeholders across marketing, creative, product, and channel teams

• Presentation Leadership: Present and defend creative concepts and campaign strategies, connecting execution to business objectives and audience needs

• Compliance Oversight: Ensure deliverables meet brand, legal, compliance, and risk standards

• Creative Direction: Guide teams to produce high-quality content rooted in advisor and client needs

• Project Prioritization: Prioritize workstreams to maintain progress across concurrent initiatives

• Performance Analytics: Evaluate performance data to refine campaigns and improve results

• AI Enablement: Apply AI tools to accelerate workflows and enhance content quality

Required Qualifications:

• 5+ years of Marketing, Digital Marketing, Digital Platforms (i.e. Mobile or Social Media) experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience leading integrated campaigns across paid, owned, and earned channels in financial services

• Experience developing creative briefs tied to business goals, audience insights, and measurable outcomes

• Experience translating investment concepts into compliant, audience-ready marketing content

• Experience managing multi-channel initiatives with concurrent timelines and deliverables

• Experience working within regulated environments with marketing compliance requirements

• Experience using AI-enabled tools to improve campaign speed, scale, and performance

Office Locations & Pay Ranges:

• 401 South Tryon Street - Charlotte, NC ($100,000 to $163,000)

• 600 South 4th Street - Minneapolis, MN ($110,000 to $179,000)

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.

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.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*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.