Technology Demonstration Senior Lead

Location: St. Louis

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  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 company wide 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 company wide 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…