Wealth Banking Director - Professional Services

Wells Fargo Bank•San Francisco, CA

6d•Hybrid

About The Position

At Wells Fargo, we are committed to helping our clients succeed financially. Within Wealth & Investment Management (WIM), our Banking, Lending & Trust organization delivers tailored financial solutions to meet the complex needs of high-net-worth individuals and professional services firms. Wells Fargo is seeking a Wealth Banking Director – Professional Services to lead and grow a specialized banking practice serving private equity firms, and other advisory-based organizations. This senior leader will drive strategic growth, lead a high-performing team, and deliver seamless, integrated client experience across banking, lending, and wealth solutions.

Requirements

10+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Ability to travel as needed (approximately 25%)
Flexibility to work across multiple regions and time zones
Must meet and maintain applicable FINRA licensing and regulatory requirements
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In lieu 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.

Nice To Haves

Experience serving professional services clients (e.g., private equity, legal, consulting, or alternative asset management firms)
Demonstrated success building or scaling a specialized banking or client segment business
Strong knowledge of lending, credit structuring, treasury management, and wealth solutions
Proven ability to manage business performance, including P&L and risk
Experience working within a complex, matrixed organization
Excellent leadership, communication, and stakeholder management skills
FINRA Series 7 & 66 (or equivalent) or ability to obtain within required timeframe

Responsibilities

Lead the strategy, growth, and execution of a national Professional Services banking practice
Build and deepen relationships with senior executives, partners, and decision-makers across client organizations
Develop and deliver holistic financial solutions by partnering across Wealth Management, Commercial Banking, and Investment Banking
Own business performance, including P&L, balance sheet management, and risk oversight
Lead, coach, and develop a geographically dispersed team of Relationship Managers and banking professionals
Drive new business development through internal collaboration, external networking, and client engagement
Establish and maintain a strong risk and control environment, ensuring alignment with regulatory and compliance requirements
Optimize processes, scalability, and operational effectiveness across the business
Allocate resources strategically to support growth, client experience, and business priorities
Foster an inclusive, high-performance culture that encourages innovation, collaboration, and professional development