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Senior Sourcing Specialist

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Sourcing Specialist to join our Financial Advisor Integration and Growth team within Wealth and Investment Management. The Financial Advisor Integration and Growth (FAIG) department is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors channels. As part of FAIG, the Sourcing Specialist is responsible for supporting the recruitment of quality, experienced Financial Advisors and assisting the hiring manager/business owner by sourcing leads to improve the recruiting pipelines.

Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

  • Proactively reach out to Financial Advisor (FA) prospects, support hiring managers/business owners with lead generation by building pipelines through making outbound calls, sending texts, emails, mailers and LinkedIn connections to FA Prospects to ensure sufficient lead flow and facilitate meetings

  • Collaborate and consult with Wealth Channel Development peers, colleagues and hiring managers/business owners to resolve issues, achieve goals, understand recruiting landscape, industry trends and the Wealth and Investment Management value proposition

  • Lead in moderately complex initiatives and deliverables within Wealth Channel Development functional area and contribute to large scale planning related to functional area deliverables

  • Review and analyze moderately complex business challenges that require an in-depth evaluation of multiple factors within Wealth Channel Development functional area, follow up on leads report, national and market-level marketing campaigns, website leads/inquiries, generate prospecting reports and document notes/activity in Salesforce

  • Lead Wealth Channel Development projects, teams, or serve as a mentor for less experienced individuals

Required Qualifications:

  • 4+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Strong prospecting, outbound sales, recruiting, negotiation, and influence skills

  • Ability to overcome sales obstacles

  • Knowledge and understanding of social media: LinkedIn

  • Knowledge and understanding of Salesforce or contact management system

  • Excellent organizational, multi-tasking, and prioritizing skills

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

  • Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions

  • Knowledge and understanding of the brokerage industry

Job Expectations

  • Ability to travel 10%

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.


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