Lending Director

Wells Fargo Bank•San Francisco, CA

About The Position

About the Role: The Lending Director leads strategic lending initiatives across a defined region or business channel, driving growth in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize client outcomes, and ensure compliance with regulatory standards. The Lending Director provides expert guidance on credit strategies, oversees complex lending cases, and contributes to business development efforts through training, consultation, and performance analysis. Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role is ideal for a strategic, relationship-driven professional with deep expertise in lending and banking solutions. The Lending Director will work closely with Financial Advisors, Market Sales Managers, and local leadership to drive adoption and growth of lending products across a defined territory. Learn more about our career areas and lines of business at wellsfargojobs.com . In this role, you will: Develop and maintain deep expertise in Wells Fargo’s Lending and Banking Solutions, including Home Mortgage, Securities-Based Lending, Custom Credit, and core deposit products. Deliver ongoing education and training to Financial Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with tailored lending strategies. Collaborate with Centers of Excellence and internal partners to identify, pursue, and support lending opportunities across the territory. Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions. Facilitate onboarding of new Financial Advisors, including assessment of existing balances and identification of immediate lending opportunities to accelerate integration. Act as a strategic advisor to senior leadership, contributing insights and recommendations that shape companywide financial growth initiatives. Drive complex business development strategies, leveraging market trends and advisor feedback to inform territory planning and product positioning. Support cross-functional Business Growth Strategy projects, building strong relationships across the organization and influencing innovation in lending and banking initiatives.

Requirements

7+ years of experience in Business Growth Strategy or a related field, demonstrated through work experience, training, military service, or education.
Successfully completed FINRA Series 7, 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Ensure compliance with regulatory standards, maintaining active FINRA
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
In addition, state registration, specific product licenses or SAFE licensing may apply.
Additional requirements include meeting enhanced financial fitness and criminal background standards.
Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
Internal transfers are subject to comply 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.
This position is not eligible for Visa sponsorship

Nice To Haves

Extensive experience in lending and banking solutions, including Home Mortgage, Securities-Based Lending, Custom Credit, and deposit products tailored to diverse client needs.
Deep understanding of HNW and UHNW clients, with the ability to structure and tailor lending strategies that align with complex financial goals.
Proven success supporting Financial Advisors and Wealth Management professionals, particularly in consultative and sales support roles.
Strong knowledge of credit structuring, underwriting, and risk management, with the ability to translate complex lending products into actionable strategies for advisors and clients.
Proficient in CRM systems, financial planning tools, and sales dashboards, using data to manage relationships, track performance, and inform territory strategy.
Experienced in cross-functional collaboration, working closely with product, compliance, credit, and operations teams to deliver integrated solutions.
Skilled in advisor onboarding and enablement, including vetting existing balances, identifying lending opportunities, and leading training and strategic planning sessions.

Responsibilities

Develop and maintain deep expertise in Wells Fargo’s Lending and Banking Solutions, including Home Mortgage, Securities-Based Lending, Custom Credit, and core deposit products.
Deliver ongoing education and training to Financial Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with tailored lending strategies.
Collaborate with Centers of Excellence and internal partners to identify, pursue, and support lending opportunities across the territory.
Lead strategic campaigns and product promotions, driving advisor engagement and increasing utilization of lending and banking solutions.
Facilitate onboarding of new Financial Advisors, including assessment of existing balances and identification of immediate lending opportunities to accelerate integration.
Act as a strategic advisor to senior leadership, contributing insights and recommendations that shape companywide financial growth initiatives.
Drive complex business development strategies, leveraging market trends and advisor feedback to inform territory planning and product positioning.
Support cross-functional Business Growth Strategy projects, building strong relationships across the organization and influencing innovation in lending and banking initiatives.