Head of Sponsors Portfolio Management – Managing Director

Wells Fargo & Company•Charlotte, NC

1d•$215,000 - $355,000

About The Position

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: Wells Fargo is seeking a Managing Director, Head of Sponsors Portfolio Management. This role manages a team of portfolio managers that support the underwriting, ongoing monitoring, and active management of a portfolio of corporate credit relationships, with a focus on ensuring prudent risk management and disciplined execution. Head of Sponsors Portfolio Management will work in close coordination with leadership from Financial Sponsors Coverage Group, Leveraged Underwriting, Credit Officers, Product Partners (including Capital Markets, Treasury, and Risk), and other internal stakeholders to ensure seamless credit-related execution and portfolio oversight. In this role, you will: Provide senior leadership and oversight of financial and credit risk management for a portfolio of sponsor‑owned portfolio companies Own the end‑to-end credit monitoring framework for the leveraged credit portfolio, including risk ratings, covenant compliance, watchlist governance, and early identification of emerging risks and problem credits Lead and review complex credit and financial analysis, industry assessments, and projection modeling to support informed risk and portfolio decisions Drive preparation of executive‑level discussion materials for leadership forums and engagement with independent risk partners Oversee coverage of client credit needs across core lending and related risk management products, including Interest Rate Swaps, FX, and operating exposure solutions Direct ad‑hoc borrower, sector, and portfolio‑level analyses to support strategic decisioning and risk mitigation Accountable for the quality and timely completion of annual reviews, portfolio status updates, and watchlist reporting Lead portfolio reviews and reporting for senior management, ensuring clear articulation of risk themes, concentrations, and trends Ensure consistent adherence to credit policies and procedures, embedding policy requirements into analysis, observations, and lending recommendations Act as a senior collaborator and trusted advisor to bankers, risk partners, and stakeholders across the platform Champion continuous development of portfolio management talent, risk discipline, and best practices across the team

Requirements

8+ years of Lending or Investment Banking 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 leading Portfolio Management within a Corporate & Investment Bank, with deep expertise in leveraged lending and sponsor‑backed portfolios
Demonstrated senior‑level understanding of Investment Banking and Corporate Banking products, including Capital Markets, M&A, and complex loan underwriting structures
Advanced credit acumen, including financial accounting, cash‑flow analysis, structuring considerations, and complex financial modeling for leveraged transactions
Proven leadership capability, with a track record of operating effectively both independently and through teams, influencing outcomes across Banking, Risk, and senior stakeholders
Executive‑level communication skills, with the ability to clearly articulate risk, credit views, and portfolio themes to senior management and governance forums
Strong analytical judgment, with the ability to synthesize complex financial, industry, and risk information into clear, actionable recommendations
High degree of ownership and accountability, with the initiative to proactively identify risks, escalate issues, and drive solutions
Demonstrated ability to prioritize and execute in a fast‑paced, highly complex environment
Sound judgment, with a consistent commitment to credit discipline and risk culture
Registration for FINRA Series 63 or 66 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 7 or 79 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 24 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification.
Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Responsibilities

Provide senior leadership and oversight of financial and credit risk management for a portfolio of sponsor‑owned portfolio companies
Own the end‑to-end credit monitoring framework for the leveraged credit portfolio, including risk ratings, covenant compliance, watchlist governance, and early identification of emerging risks and problem credits
Lead and review complex credit and financial analysis, industry assessments, and projection modeling to support informed risk and portfolio decisions
Drive preparation of executive‑level discussion materials for leadership forums and engagement with independent risk partners
Oversee coverage of client credit needs across core lending and related risk management products, including Interest Rate Swaps, FX, and operating exposure solutions
Direct ad‑hoc borrower, sector, and portfolio‑level analyses to support strategic decisioning and risk mitigation
Accountable for the quality and timely completion of annual reviews, portfolio status updates, and watchlist reporting
Lead portfolio reviews and reporting for senior management, ensuring clear articulation of risk themes, concentrations, and trends
Ensure consistent adherence to credit policies and procedures, embedding policy requirements into analysis, observations, and lending recommendations
Act as a senior collaborator and trusted advisor to bankers, risk partners, and stakeholders across the platform
Champion continuous development of portfolio management talent, risk discipline, and best practices across the team