Technology Demonstration Senior Lead

About this role:

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.

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.