Trade Finance Originations Regional Lead, Financial Institutions

Wells Fargo•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is seeking a highly experienced professional to lead trade finance origination and advisory for the US & Canada market, aligned with the Corporate & Investment Banking (CIB) strategy. This role combines deep product expertise with strong sales origination capabilities to drive growth, deliver tailored solutions, and strengthen client relationships across the market. In this role, you will: Drive proactive origination of trade finance opportunities by identifying new prospects and initiating client engagement strategies. Develop and execute targeted sales plans to expand market share in US & Canada, leveraging industry insights and competitive positioning. Lead client pitch processes, including preparation of tailored proposals and presentations to senior decision-makers. Maintain a robust pipeline of trade finance transactions, ensuring consistent conversion of opportunities into revenue. Collaborate with coverage and product partners to deliver integrated solutions that meet client needs and maximize wallet share. Provide trade product expertise and act as an advisor to senior leadership to develop the business in line with the CIB strategy Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies Serve as a mentor for less experienced team members

Requirements

7+ years of secured or specialized lending sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Proven track record in sales origination within trade finance or related credit products, demonstrating ability to source and close complex deals
Strong knowledge of trade products and track record in structuring, proposing and executing transactions
Strong negotiation and influencing skills, with experience in managing senior-level client relationships
Ability to identify market trends and client needs, translating insights into actionable business development strategies
Experience in building strategic partnerships with financial institutions and corporates to drive growth
Service and client experience orientated; Understands internal and/or external client/customer perspectives and demonstrates responsiveness to client/customer needs. Provides timely and high-quality service to promote client/customer success. Can demonstrate success in building positive client relationships and network with Financial Institutions in the region
Collaborative working style, with the ability to work independently and as part of a global sales team with business partners and support functions
Executes with a focus on outcomes and sustainable value by taking ownership of responsibilities, decisions, and actions, in alignment with the business strategy and Wells Fargo risk appetite
Strong risk mindset and understanding of product specific and general business requirements, laws, or regulatory landscape

Responsibilities

Drive proactive origination of trade finance opportunities by identifying new prospects and initiating client engagement strategies.
Develop and execute targeted sales plans to expand market share in US & Canada, leveraging industry insights and competitive positioning.
Lead client pitch processes, including preparation of tailored proposals and presentations to senior decision-makers.
Maintain a robust pipeline of trade finance transactions, ensuring consistent conversion of opportunities into revenue.
Collaborate with coverage and product partners to deliver integrated solutions that meet client needs and maximize wallet share.
Provide trade product expertise and act as an advisor to senior leadership to develop the business in line with the CIB strategy
Understand clients’ businesses, strategic objectives, operational priorities, and financial positions within the context of individual deals and client relationships
Partner with client teams to independently work on client transactions and advise on peer transactions, including highly complex, larger, and multi-product financing opportunities, including analyzing potential opportunities, structuring, proposing, and selling tailored financial solutions to clients, strategically leading internal coordination, and submitting transactions to management or independent risk for approval
Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership
Partner with product management functional partners to provide vision, direction, and expertise to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or companywide strategies
Serve as a mentor for less experienced team members