Lead Mid-Corporate Banking Portfolio Manager

Wells Fargo & Company•New York, NY
•$167,000 - $260,000•Hybrid

About The Position

Wells Fargo is seeking a Lead Mid-Corporate Banking Portfolio Manager to support the Technology team in Specialized Industries within Commercial Banking. The role leads complex portfolio management initiatives, participates in large-scale planning, and evaluates complex business, operational, and technical challenges. The position makes decisions requiring knowledge of portfolio management policies, procedures, and compliance requirements, and leads teams and projects to meet deliverables and drive initiatives. It also collaborates with peers and managers to resolve issues and achieve goals, and serves as a peer mentor. The position offers a hybrid work schedule and may require travel up to 10% of the time. It is not eligible for visa sponsorship. The listed location is 150 E 42nd St, New York, NY 10017. The base pay range is $167,000 to $260,000, with possible incentive opportunities.

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.
  • Compliance with applicable policies regarding outside activities or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if required.

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.
  • Act as a key participant 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, applying knowledge of the functional area, policies, procedures, and compliance requirements to influence and lead a broader work team in meeting deliverables and driving 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.
  • Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.

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
  • Possible incentive opportunities
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