Lead Mid-Corporate Banking Portfolio Manager

Wells Fargo Bank•Boston, MA
•Hybrid

About The Position

Wells Fargo is hiring a Lead Mid-Corporate Banking Portfolio Manager to support the Technology team in Specialized Industries within Commercial Banking. The role leads complex Mid-Corporate Portfolio Management initiatives, contributes to large-scale functional planning, evaluates complex business, operational, and technical challenges, and makes decisions that guide work teams and new initiatives. The position also leads projects and teams, collaborates with colleagues and managers to resolve issues and meet goals, and serves as a peer mentor. The position offers a hybrid work schedule and may require travel up to 10% of the time. Locations are Boston, Massachusetts, and Denver, Colorado. The position is not eligible for visa sponsorship.

Requirements

  • At least 5 years of Mid-Corporate Portfolio Management experience, or equivalent demonstrated through work experience, training, military experience, education.
  • Ability to travel up to 10% of the time.
  • This position is not eligible for visa sponsorship.
  • Employees affected by applicable outside-activity or personal-investing compliance policies must provide information to the Wells Fargo Personal Account Dealing Team and abide by the applicable requirements if hired.

Nice To Haves

  • Experience with complex credit, underwriting, and debt structures for clients with annual revenue of $100 million to $2 billion.
  • Completion of a formal credit training program.
  • Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management.
  • Experience swiftly adopting and executing change management to enable business growth.
  • Experience developing and maintaining external and internal partnerships.
  • Experience identifying and mitigating risk and ensuring compliance with processes and procedures.
  • Excellent verbal, written, and interpersonal communication skills.
  • Bachelor’s degree in accounting, finance, or business preferred.

Responsibilities

  • Lead complex Mid-Corporate Portfolio Management initiatives, including cross-functional initiatives with broad impact.
  • Participate in large-scale planning for the Mid-Corporate Portfolio Management functional area.
  • Review and analyze complex, multifaceted, large-scale, and long-term business, operational, or technical challenges, evaluating multiple factors including intangible or unprecedented factors.
  • Make decisions in complex situations using knowledge of the functional area and applicable policies, procedures, and compliance requirements; influence and lead broader teams to meet deliverables and drive new initiatives.
  • Collaborate and consult with portfolio management peers, colleagues, and middle- to senior-level managers to resolve issues and achieve goals.
  • Lead Mid-Corporate Portfolio Management projects and teams.
  • Serve as a peer mentor.
  • Travel up to 10% of the time.
  • Follow applicable risk and compliance programs, policies, and procedures, and escalate and remediate issues as required.

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
  • May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards.
  • Employees may be eligible for incentive opportunities.
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