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
The pay range for this position is $100,000.00 - $179,000.00. Applicants may also be eligible for incentive opportunities.
Benefits
- 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
24 Jul 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.
Recruitment and Hiring Requirements
Third-Party recordings are prohibited unless authorized by Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.