Lead Wealth Management Banker - Professional Services (LSG)

Wells Fargo•Palo Alto, CA

9d•Onsite

About The Position

Wells Fargo is seeking a Lead Wealth Management Banker - Professional Services (LSG). This role involves leading complex, cross-functional initiatives within the Wealth Management Banking - Professional Services functional area. The position requires reviewing and analyzing multifaceted business, operational, or technical challenges, making decisions in complex situations, and collaborating with peers and managers to achieve goals. The role also involves leading projects and teams, and serving as a peer mentor. This SAFE position has customer contact and job duties that may include offering/negotiating terms or taking an application for a dwelling-secured transaction, requiring compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, as well as Loan Originator requirements under Regulation Z.

Requirements

5+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Nice To Haves

Consumer and commercial client, mortgage or private banking experience including working with professional services firms (legal services).
Experience working with clients in the High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) space.
Experience consistently delivering strong sales performance.
Excellent relationship management skills.
Successfully completed FINRA Series 7 and 66 (or FINRA equivalents) exams to qualify for immediate registration.

Responsibilities

Lead complex initiatives within Wealth Management Banking - Professional Services functional area, including those that are cross-functional and that have broad impact.
Work as key participant in large-scale planning for Wealth Management Banking - Professional Services functional area.
Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors.
Make decisions in complex and multi-faceted situations requiring solid understanding of Wealth Management Banking - Professional Services functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives.
Collaborate and consult with Wealth Management Banking - Professional Services peers, colleagues, and middle to more experienced level managers to resolve issues and achieve goals.
Lead Wealth Management Banking - Professional Services projects and teams, or serve as a peer mentor.