Executive Director, Business Relationship Support Senior Manager

Wells Fargo & Company•Charlotte, NC

2d•Onsite

About The Position

Wells Fargo is seeking a Business Relationship Support Senior Manager to lead Treasury Monitoring Portfolio Management and relationship support activities for the Charlotte market. This role is responsible for managing and developing a team that supports business customer portfolios, while partnering closely with Relationship Managers and cross-functional teams to deliver consistent execution, effective risk management, and a strong client experience. The role plays a critical leadership position in supporting client onboarding, implementation, ongoing servicing, underwriting and exposure monitoring, and operational issue resolution. The leader will act as a senior escalation point and will influence outcomes across sales, product, operations, and risk organizations.

Requirements

7+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience

Nice To Haves

Strong leadership presence with the ability to coach, develop, and retain talent
Demonstrated ability to manage risk and operate effectively in complex, highly regulated environments
Strong partnership and influencing skills across sales, product, operations, and risk organizations
Proven focus on client experience, operational excellence, and disciplined execution
Experience driving process improvements and operational efficiencies across portfolio management or client support functions
Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Must work at the listed location: 550 S Tryon, Charlotte, NC 28202
Ability to work additional hours as needed

Responsibilities

Lead the Treasury Monitoring Portfolio Management and Business Relationship Support function.
Manage, coach, and develop a team of Treasury Monitoring Portfolio Managers professionals to ensure consistent execution and high performance
Oversee the end-to-end client experience, including onboarding, implementation, and ongoing servicing, partnering with Relationship Managers and cross-functional teams such as Global Payments & Liquidity, Product, Operations, and Client Lifecycle Management
Serve as a senior escalation point for complex client, product, operational, or risk-related issues, ensuring timely resolution and strong client outcomes
Partner with Relationship Managers on client strategy, growth opportunities, and on-site or client-facing engagements
Identify and maximize growth opportunities while supporting proactive outreach and portfolio strategy
Ensure strong risk management practices, including adherence to policies, regulatory requirements, internal controls, and compliance monitoring programs
Oversee underwriting and exposure monitoring activities related to customer treasury and business portfolios, ensuring accuracy, timeliness, and compliance
Evaluate audit and compliance results, work with business management to resolve issues, and address deficiencies to achieve satisfactory ratings
Identify opportunities for process improvement, operational efficiency, and risk control enhancement
Interpret, implement, and develop policies and procedures to support compliant, effective execution and interaction with management, teams, and customers
Determine appropriate strategies and actions to meet business objectives
Allocate people and financial resources appropriately to support business priorities
Lead by influence and example, collaborating effectively with and influencing professionals at all levels, including more experienced managers
Support hiring, onboarding, and talent development to build a strong pipeline aligned to business objectives and strategy
Complete all required assessments, training, and affirmations in accordance with Bank Policies, Audit requirements, and Business Continuity Planning