West Coast Technology Market Executive

Wells Fargo•Los Angeles, CA

1d•$250,000 - $420,000•Hybrid

About The Position

Wells Fargo is seeking a Market Executive for our West Coast Middle Market Technology Group. The Market Executive will be responsible for strategy, implementation, management, P&L, and execution in the Technology Banking segment. The Market Executive will have three to five direct reports and a team of 30+ in-direct reports that have responsibility for managing teams that garner and serve our customers. This leader will be strategically positioned to help our team accomplish the following: Lead the team in client acquisition & retention, Drive revenue through a demonstrated strong market presence, Set & manage high, in-person calling standards, Lead the team in engaging clients and investors, Deliver content emphasizing Wells Fargo’s distinct competitive advantages, Trusted client relationship coverage at operational, C-Suite and BOD levels along with investors, Build strong partnerships across Wells Fargo businesses, Create a strong, positive team, Develop people, Bring a high level of energy & fun to the business.

Requirements

10+ years of Commercial Banking Relationship Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
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.
Meeting enhanced financial fitness and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Nice To Haves

Artificial Intelligence (MS Copilot, etc.) capabilities
Excellent verbal, written, and interpersonal communication skills
Extensive knowledge and understanding of credit policy, compliance, and underwriting requirements
Leadership experience including mentoring and coaching
BS/BA degree or higher in business administration, economics, accounting, finance, or other business-related field
Sales and marketing leadership experience
Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
Ability to develop and execute market strategies, and goals
Underwriting experience involving advanced commercial and/or specialty group relationship portfolio credit
Demonstrated experience building partnerships and collaborating with other product businesses within Wells Fargo
Highly skilled at negotiating, underwriting, and structuring deals for venture-backed companies within the Technology industry
Strong track record growing a portfolio, while appropriately managing risk
Extensive relationships with technology companies, non-bank lenders, venture capital firms, and service providers
Basic Microsoft Office (Word, Excel, and Outlook) skills
Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

Responsibilities

Collaborating with Head of SI and Market Coverage, Tech Division Executive and Market Coverage Division Executives in developing annual business plans and directing the group in execution of these plans
Managing commercial banking leaders/Tech Market Leads, who manage local relationship managers that work with clients and prospects on credit-based loan products
Partners with other product partners including but not limited to the Corporate and Investment Bank, Treasury Management (“GPL”), FX, Interest Rate Risk, Wealth and Merchant Card to attract and retain customers with an appropriate credit risk and operational risk lens to grow revenue and profits
Develop and expand Venture relationships in coordination w/Tech Banking Venture Coverage team.
Direct the business of originating credit related products, treasury management products, and investment banking/capital markets products
Directly works with Portfolio Management team while still maintaining ownership of the risk
Coordinates with the service teams to deliver exceptional customer service
Exercises the usual authority of a manager in identifying and acquiring key talent, training, motivating and developing team members