CIB Portfolio Management Director

Wells Fargo Bank•Charlotte, NC

11d•$215,000 - $355,000

About The Position

Wells Fargo is seeking a CIB Portfolio Management Director within Wells Fargo Corporate & Investment Banking, to support Wells Fargo’s growing Industrials business. This role will partner closely with Relationship Managers, Industry Coverage and Risk Management to oversee execution of credit related functions and oversight on a portfolio of private and public companies. In this role, you will: Manage and develop specialized CIB Portfolio Management teams of less experienced managers and professional individual contributors with focus on delivering services of moderate to high complexity and risk for cross functional stakeholders, as well as internal partners associated with the function or who are affected by its outcomes Identify opportunities and recommend strategies for process improvement and risk control development within CIB Portfolio Management functional area Lead a CIB Portfolio Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk Collaborate with and influence all levels of professionals, including more experienced leadership Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in CIB Portfolio Management functional area Develop and guide a culture of talent development to meet business objectives and strategy within CIB Portfolio Management functional area

Requirements

8+ years of CIB Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience

Nice To Haves

Experience with Industrials sectors/subsectors (e.g. Aerospace & Defense, Capital Goods & Services, Forest Products & Packaging, Chemicals, & Transportation), merger and acquisition financing, and/or leveraged lending
4+ years of experience in deal execution or portfolio management in Industrials related subsectors
Leadership experience with ability to effectively manage and engage teams, including training and development
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to navigate within a large and complex organization
Experience building partnerships and consulting effectively with leadership
Excellent verbal, written, and interpersonal communication skills
Strong credit, technical and analytical skills with high attention to detail and accuracy
Strong accounting skills and ability to analyze financial statements
High level of initiative and accountability
Strong Excel skills and intermediate Microsoft Office Word, and PowerPoint skills
Experience in assessing and modifying projection models
Strong knowledge of credit agreements and structures
Knowledge and understanding of corporate banking credits, cash flow analysis, and underwriting guidelines
Ability to multitask, time management and prioritization skills
Ability to effectively assess stakeholder, partner, or client needs while consulting, building solutions, and developing processes

Responsibilities

Manage and develop specialized CIB Portfolio Management teams of less experienced managers and professional individual contributors with focus on delivering services of moderate to high complexity and risk for cross functional stakeholders, as well as internal partners associated with the function or who are affected by its outcomes
Identify opportunities and recommend strategies for process improvement and risk control development within CIB Portfolio Management functional area
Lead a CIB Portfolio Management team by making strategic decisions to resolve highly complex issues to meet higher risk deliverables
Interpret and develop range of policies and procedures for functions with moderate to higher complexity and risk
Collaborate with and influence all levels of professionals, including more experienced leadership
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in CIB Portfolio Management functional area
Develop and guide a culture of talent development to meet business objectives and strategy within CIB Portfolio Management functional area