Senior Lead Wealth Custom Credit Banker

Wells Fargo•Boston, MA

31d•$185,000 - $300,000

About The Position

Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) is a center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based on client needs. These products and services include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. About this role: Wells Fargo’s Custom Lending group within WIM BL&T is seeking an experienced Custom Credit Banker to serve as a trusted advisor to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by originating, structuring, and executing sophisticated custom credit solutions tailored to complex client needs. This role manages the end‑to‑end delivery of the full custom loan product suite—including specialized and bespoke lending structures—while applying strong credit expertise, strategic thinking, and exceptional relationship management and consultative sales skills. The Custom Credit Banker partners closely with the Customer Relationship Group (CRG) to assess client needs, develop customized credit strategies, negotiate and close lending opportunities, and deliver compelling presentations to prospects, centers of influence, and internal partners. The role drives proactive outreach across CRG, senior Custom Credit team members, non‑wealth partners, and external prospects to support new business development, while also owning responsibility for loan growth, revenue generation, and portfolio profitability by maintaining deep expertise in custom credit structures, market solutions, and client‑focused lending strategies. This role will cover WIM’s Eastern Markets.

Requirements

7+ years of Wealth Custom Lending experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Proven success in custom credit origination and complex loan structuring for HNW/UHNW clients.
Strong credit acumen with demonstrated ability to design bespoke lending solutions.
Private Banking, Corporate Banking or Commercial Banking experience
Excellent sales and relationship management skills
Strong credit risk experience
Knowledge of traditional banking products
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
A Master's degree or higher

Responsibilities

Actively market custom lending solutions across the Wells Fargo Platform
Partner with Financial Advisors to deliver Custom Lending solutions to high net worth clients
Structure credit opportunities and negotiate deal terms directly with clients
Present to deals to Independent Risk Management, along with underwriting teams, for final approval
Assist with recruiting of new Financial Advisors including reviewing credit opportunities within their book of work
Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area