Tech Market Leader

Wells Fargo Bank•New York, NY

2d•Hybrid

About The Position

Wells Fargo is seeking a Tech Market Leader within the Commercial Bank. This role leads the Mid-Corporate relationship management team and also directly manages strategic client relationships as a player coach. The leader oversees complex, higher-risk relationship management work, manages and develops managers and professionals, and guides the structuring, modification, and renewal of commercial loans and industry-specific solutions. The role is responsible for strategic client coverage, relationship planning, business development, sales and pipeline discipline, and delivery of the full suite of solutions for Mid-Corporate clients. It partners with Commercial Lending Product Management and other internal organizations to address client and market needs, improve processes, and develop risk controls. The position also allocates people and financial resources, develops talent, and represents the company with clients and externally. The position offers a hybrid work schedule and requires the ability to travel up to 50% of the time. It is not eligible for Visa sponsorship. Appropriate FINRA licenses and state registration and licensing requirements must be obtained or maintained; Series 63 and 79 examinations, or accepted equivalents, may need to be completed within 90 or 180 days after employment begins, depending on licensing needs. Additional financial fitness, criminal background, and ongoing regulatory screening requirements apply. The base pay range is $215,000 to $355,000, with possible incentive opportunities.

Requirements

At least 8 years of Mid-Corporate Relationship Management or leadership experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 4 years of management or leadership experience.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment; Series 63 and 79 examinations or FINRA-recognized equivalents are required, with a stated post-hire completion period when not immediately transferable.
Comply with applicable state law registration and licensing requirements.
Meet enhanced financial fitness and criminal background standards and applicable ongoing regulatory screening requirements.
Ability to travel up to 50% of the time.

Nice To Haves

Comprehensive knowledge and understanding of core banking products and services, including commercial lending and treasury management.
Successful completion of FINRA Series 63 and 79 exams to qualify for immediate registration, or FINRA-recognized equivalents.
Completion of a formal credit training program.
Commercial banking account relationship management experience within the Mid-Corp segment.
Experience collaborating to deliver the organization’s solutions to clients and prospects.
Experience generating new client relationships and building and retaining long-term client relationships.
Experience identifying and mitigating risk and ensuring compliance with processes and procedures.
Excellent verbal, written, and interpersonal communication skills.

Responsibilities

Lead and manage the relationship management team, making strategic decisions on complex issues and interpreting or developing policies and procedures for higher-complexity and higher-risk work.
Act as a player coach and directly manage strategic client relationships.
Manage and develop managers and professionals in structuring, modifying, and renewing moderate- to high-complexity and higher-risk cash flow and real estate loans and industry-specific solutions.
Lead financial analysis, client presentations, and coordination with cross-functional stakeholders and internal partners.
Identify process-improvement opportunities and develop risk controls across Commercial Banking Relationship Management.
Represent the company externally and lead across the enterprise to resolve escalations, including significant and complex client issues, while achieving business objectives.
Lead the team in offering solutions suited to Mid-Corporate clients’ needs and developing best practices for engaging product organizations and understanding client businesses, strategic objectives, operational priorities, and financial positions.
Lead relationship planning, maintain sales and pipeline discipline, and keep information current in relevant systems such as Customer Relationship Management systems.
Manage, develop, and lead teams to cultivate existing relationships and source new Mid-Corporate clients, building long-term, profitable relationships through product knowledge, deal execution, and customer service.
Partner with Commercial Lending Product Management to provide insight and leadership on client and market needs and identify cross-functional process improvements and risk-control developments.
Manage allocation of people and financial resources to meet commitments and strategic objectives across multiple areas.
Develop and guide a talent-development culture, and mentor less experienced individuals.
Fulfill applicable risk and compliance obligations, follow Wells Fargo policies and procedures, escalate and remediate issues, and make sound risk decisions.